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Getting Started With Xero

Updated: 2021-09-28

Try or Buy a Subscription to Xero

To use the TaxCycle integration with Xero, you must first have a subscription to Xero. You will need to sign in with your Xero account and password to Xero data from TaxCycle

If you don't already have a subscription, you can try Xero for free for 30 days.

Enable the Xero Integration

In the preview release of the TaxCycle, you must enable the integration. Depending on which feature you choose to use—GIFI or Invoicing—there are two ways to enable the integration.

Both are accessible from TaxCycle options. Go to the File menu, then Options. Or, if you are on the Start screen, click Options in the blue bar on the left.

Enable GIFI Import

  1. Under the TaxCycle section, expand Service Providers and click on the Xero page.
  2. Check the option Show Xero integration in menus.
  3. Click OK or Apply to save your changes.
  4. Continue with the instructions in the Import GIFI from Xero help topic.
Screen Capture: Check box to show Xero integration in menus

Enable Invoice Export

  1. Under the TaxCycle section, expand Return Preparation and click on Invoicing.
  2. Select Xero from the Invoice using the drop-down menu.
  3. Click OK or Apply to save your changes.
  4. Continue with the instructions in the Invoicing with Xero help topic.

Screen Capture: Invoicing option to enable Xero

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