Overview
Tallyfor is the modern platform for tax engagements, leveraging automations and APIs to reduce preparation time by up to 90%.
With Talllyfor, you can:
📒 Pull trial balance data directly from Xero
🤖 Automatically map accounts to tax lines
🧮 Make adjusting entries
📑 Organize and annotate support documents
💻 Import balances directly into tax software
⬅️ Post journal entries to Xero

Tallyfor + Xero
Tallyfor pulls accounts, organization details and trial balances from Xero. With our 'Kickstart from Xero' feature, you can setup a client in just minutes (or less) and import their data straight into your tax software.
Additionally, journal entries can be pushed from Tallyfor into Xero.
Say goodbye to data entry, human errors and broken roll-forwards. Say hello to a more productive and less busy tax season.
Get a free year of Tallyfor!
- Offer applies to Xero Partners who are connecting new Xero organizations to Tallyfor
- Offer does not apply to Xero organizations previously connected to Tallyfor
- First year fees are waived solely for Tallyfor binder usages linked to Xero organizations
- Partner must attend live virtual training and connect all Xero organizations within 90 days of subscription signup
- Each partner is entitled to a dedicated, 1 hour live virtual training and onboarding session
- Additional sessions can be scheduled for teams with more than 10 users
- Partner may choose to purchase additional Tallyfor binders for use with clients on other general ledger systems
- At the end of the 12 month Tallyfor subscription term, Partner’s subscription will renew at the standard Tallyfor pricing ($35/binder minus any volume discounts)
- Subscription can be canceled prior to the renewal date via the self-service portal or by emailing billing@tallyfor.com
Getting started
How to redeem the Tallyfor offer:
- Start a Tallyfor trial
- Sign up for a Tallyfor subscription
- Click the purchase button on the BILLING Screen in Tallyfor
- Enter the number of Xero orgs you’ll use with Tallyfor
- Apply coupon code 100TFX25XP during checkout
- Schedule and attend live team training
- This is a virtual session
- A unique scheduling link will be sent out after subscription sign up
- Connect your Xero orgs to Tallyfor
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