Tax Agent Appointment Process

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The Australian Taxation Office (ATO) has implemented a new agent nomination process to enhance security and ensure that only authorised tax agents, BAS agents and payroll service providers can access your accounts and manage your tax affairs effectively. This process now applies to all entities with an ABN, except for sole traders. To simplify this process for you, we’re here … Read More

How to: Invite a user to your Xero file

Kieran BowdenBusiness Technology, General

How to: Invite a user to your Xero file

As lovers of technology, we’re big fans of helping you improve in efficiency and business processes. So with this in mind, we’ve put together another quick video, showing you step by step how to easily invite a user to your Xero file – a question we’re frequently asked on how to do. Check it out.

How to: Track P&L in Xero

Kieran BowdenBusiness Process, Business Technology

How to: Invite a user to your Xero file

Managing any business requires some number crunching and tracking the money going in and out of your company to keep your finances on track. A common question we get asked, is “how can I view my P&L by my different business units?” We’ve put together a simple step by step guide on how to set up tracking categories in Xero to easily … Read More

The future of integrations is endless with Xero

StuartBusiness Technology, Business Process, Cloud Accounting

Xero Intergrations

If you don’t already utilise Xero technology in your business, you may want to rethink after reading this blog. With already over 800 third party apps able to integrate with your Xero account, Xero are constantly looking for new partners to help streamline processes for businesses of all sizes.   What’s been available? Bank feed integration has been around for … Read More

Xerocon 2017: Wrapped

CraigCloud Accounting, General

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Last week Stu packed up and headed south of the border to chilly Melbourne, for Xerocon 2017. We joined other accountants and finance professionals to hear loads of exciting announcements, updates and innovations for advisors (that’s us!) and end-users (that’s you!) across the two-day event. Overall, Xero in 2017 and beyond is continuing its quest to be a more automated … Read More

How to minimise the risk of your Xero account being compromised

StuartCloud Accounting

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There are many benefits to using cloud accounting. Using cloud systems such as Xero delivers the flexibility of accessing your data from anywhere, at any time, and contrary to some belief, there can be a higher level of security than many small business networks. That said, we don’t deny cyber crime is becoming more sophisticated with an alarming increase in phishing scams … Read More

7 exciting updates from Xerocon South 2016

StuartBusiness Technology, Cloud Accounting

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Last week Stu and Kurtis packed up and headed north to sunny Brisbane for Xerocon South 2016. We joined other accountants and finance professionals to hear loads of exciting announcements, updates and innovations for advisors (that’s us!) and end-users (that’s you!) across the two day event. Overall, Xero in 2016 and beyond is moving towards a more automated and intuitive … Read More

EOFY TO DOS: How to prepare an employee payment summary

StuartBusiness Technology, Cloud Accounting, General, Tax

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Under pay as you go (PAYG) withholding, you must give each of your employees a payment summary showing the payments you have made to them and the amounts you withheld from those payments during a financial year. Preparing your employee payment summaries in Xero If you’re on Xero, providing your employees with their payment summaries and submitting them to the … Read More

5 Exciting updates announced at last week’s Xerocon

CraigCloud Accounting, General

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Last week we packed up and headed south of the boarder to chilly Melbourne for Xerocon 2015. We joined other accountants and finance professionals to hear about (among other things) loads of exciting announcements across the two day event. Overall, Xero in 2015 and beyond is headed for an even more seamless and efficient platform. They truly have the business … Read More