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Xero + Tax Planner Pro

Use Xero Data For Tax Projections & Planning

Tax Planner Pro can sync with your Xero software and create beautiful tax projections.  As your Xero data changes, so will your tax projections and planning strategies.  No double entry, no extra work. Just simple.

Connect Tax Planner Pro & Xero for total tax insight

Import Financials

Updating your tax projections is easy.  Tax Planner Pro automatically checks for new information in Xero each week.  No data entry and always current.

Beautiful Tax Projections

Beautiful accounting and beautiful tax projections.  With Xero and Tax Planner Pro you will always know what your tax returns will show, and what strategies to implement to reduce your tax due.

Strategies That Rock

What good is knowing what your taxes will be without tips on how to save?  Tax Planner Pro is packed with money saving ideas, all customized to your specific business and personal tax needs.

I was really tired of manually updating client tax projections every month.  This new Xero integration really makes things easy.

Demo: Xero & Tax Planner Pro

Watch a summary of the Tax Planner Pro with Xero integration. For more help see our FAQ's page here.

What is Xero?

Xero is easy to use online accounting software that's designed specifically for small businesses.

  • It's all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
  • Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
  • Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
  • Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

Find out more or try Xero Accounting Software for free.

How to connect Xero & Tax Planner Pro

Login to Tax Planner Pro and go to "Sync Settings". Follow the step-by-step process to connect to Xero.