Xero integration for accountants

Connect Xero to the work that happens next.

Bring client bookkeeping data into TaxCalc and keep key records aligned across your practice. Import trial balances into Accounts Production, post journals back to Xero and connect client details and invoices through Engager.

How Xero, TaxCalc and Engager work together

One Xero connection. More connected work across your practice.

Whether you are preparing accounts or managing client information in Engager, the Xero integration helps your team keep data flowing between the systems they use every day.

Accounts Production

Import trial balances from Xero into TaxCalc Accounts Production, review the figures and post year-end journals back when the accounts are complete.

Import trial balances directly from Xero
Save client mappings for future periods
Post journals back once accounts are finalised

Engager

Keep client records and invoice information aligned between Engager and Xero, so your practice can manage billing, payment status and client data with less duplication.

Sync client records between Engager and Xero
Create invoices in Engager and send them to Xero
Track paid, unpaid and overdue invoices more easily

See the Xero integration in action

Watch how TaxCalc connects with Xero to help your team import data, review figures and keep work moving without unnecessary manual steps.

3 minute video

How the integration works

Get up and running in minutes, then use the integration across your entire client base.

Authorise the connection
Link Xero to TaxCalc or Engager through a secure, two-factor-authenticated connection.
Import or sync
Pull trial balances into Accounts Production using the in-product wizard. In Engager, client records and invoices sync automatically.
Save and reuse mappings
Save mappings for each client and reuse them for future imports. The more you use the integration, the faster it gets.