Setting Up a Client in XPM and Xero Tax

Part 1: Creating a Client in XPM

Step 1: Add a New Client

1. Go to Clients in XPM

2. Click Add Client

3. Select the appropriate Business Structure (e.g., Individual, Company, Trust)  - note that the sync to Xero Tax will not work without this selected.

Step 2: Enter Client, Business & Tax Details

Complete the following fields:

• Client details:

  • Complete as many fields as possible
  • Ensure the email address is accurate
  • For Partner: Daniel van der Heyden
  • For Manager: Enter your own name
  • Client Verification: This needs to be completed and details entered at the time of client creation - view ATO guidelines here

• Business details (see screenshot below):

  • Business structure must be selected
  • An ABN is not necessary for individuals (who aren't sole traders)
  • With the ABN, the branch number needs to be correct. This comes from the activity statement account in the ATO portal (online services for agents)
  • The balance date needs to be complete (typically 30 June)

• Tax Details (see screenshots below):
  • "Prepare Activity Statement" or "Prepare Tax Form" must be ticked to ensure a seamless sync with Xero Tax
  • Set up bank account information at the point of client creation (if possible)
    
    

Step 4: Save the Client

Step 5: Xero Tax Sync

• If the above steps are followed / all mandatory information is entered, the client will automatically sync to Xero Tax

💡 Important: The client must exist in XPM first — do not create directly in Xero Tax.

Part 2: Setting Up the Client in Xero Tax

Step 1: Locate the Client

1. Open Xero Tax

2. Search for the client by name

3. Confirm details have synced correctly, and the relevant returns are available for selection

4. Configure all relevant tax settings