Xero + Tallyfor
Busy season is better with Xero and Tallyfor.
Get from books to tax in minutes — not hours — with accounting and tax preparation that work as one. Connect your Xero organizations, roll the ledger into a working trial balance, and hand your preparer a tax-ready file.
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Tightly integrated
Your Xero ledger, straight into a working trial balance.
Connect directly to Xero and pull the trial balance and chart of accounts into Tallyfor — so every adjustment starts from real numbers, not a re-keyed spreadsheet. The sync is read-only: nothing in your client's books changes unless you choose to post entries back.
- Trial balance and chart of accounts flow in from the source, on cash or accrual basis
- Accounts auto-map to tax lines using Xero report codes
- Tax adjustments stay in Tallyfor and never touch the books; post book JEs back to Xero when you choose
How it works
Automate tax with Tallyfor.
Book to tax in minutes, not hours — because tax work should be easier, faster, and a lot more fun.
Import
Connect your Xero organization and pull the ledger into the Tallyfor chute, where — like marbles — it rolls straight into a working trial balance.
Adjust
Make the adjustments the return needs in the Tallyfor trial balance. Tax entries stay out of the books — and book JEs post back to Xero only when you say so.
File
In a single pass, a tax-ready file is done — and done right — for the software your firm already files with.
From the firms
Tax teams on Xero, in their words.
“In short, Tallyfor delivers on the promise of modern cloud software: it's fast, efficient, cost-effective, and a joy to use. We're thrilled to have made the switch and strongly recommend it to any firm looking to streamline their tax prep process.”
“I'd estimate we are saving at least 2-5 hours per return depending on the complexity of the return. It's well worth the investment and the customer support is absolutely incredible! Can't recommend Tallyfor enough!”
“We've learned it's not just in the data input function, but the reporting and workflow from Tallyfor is very beneficial to the tax return review process as well.”
Bring Xero into your busy season.
Connect one Xero organization and run a client from the books to a tax-ready file — in minutes.