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Tax conversion services make switching simple at EOFY

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Jared Baker

Jun 17, 2020

If you’re an accountant or bookkeeper who’s been considering a switch to Xero Tax, there’s never been a better time to make the move. Our Partner Consulting team now offers four packages that make the transition to Xero Tax seamless and economical. And with this EOFY shaping up to be one of the busiest in years, having the best tax tools available can make a big difference. 

Xero Tax, like all Xero products, is cloud based. That means you can lodge returns and reports from anywhere, with no need to ever install or upgrade your software.

“We needed an integrated, true cloud solution that was broadly supported and offered a wide choice of integrations,” says accountant Adam Ramage of Geelong-based Canny Group, which recently made the switch to Xero Tax. “The support of our Xero account manager and other team members provided a high level of comfort that the transition would be possible in the timeframes required.” 

Our Partner Consulting team has packages for firms both big and small. Have a look below to see which one suits your needs.


This package is perfect if you’re beginning with a fresh slate or have only a few client details to enter. We’ll provide the roadmap so you can implement it yourself and hit the ground running.

Tax Convert

Tax Convert is ideal if you’re using other tax software and would like to migrate your client list to Xero Tax. Simply send your client list database to our Partner Consulting team and they’ll clean up, reformat and import the data. Your client list will be waiting for you when you log in to Xero Tax. They’ll also provide training and answer questions, so you’re ready to prepare your first tax return in the cloud.

Tax Convert Plus

This package saves you even more time when making the move to the cloud. If you’re using MYOB AE/AO or Sage HandiSoft, choose a plan that can bring in not only your client data, but your tax rollover data too. You receive all the services provided as part of the Tax Convert package plus the migration of select 2019 return data, ready to roll over for 2020 returns.

Practice Migration

If you want all the benefits of Xero Tax plus the staff and job workflow tools of Xero Practice Manager, this is the package for you. Our Partner Consulting team will create a bespoke conversion plan for your firm. Team members will migrate the relevant data from your legacy practice management software. They’ll also set your team up for success by training you in the most efficient ways to use Xero Practice Manager.

Choose a plan that fits your firm this EOFY, and make a seamless start on Xero Tax today.

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