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Xero Instructions

  • Don't forget to sign your Engagement Letter.
  • If you haven’t already, please grant us access to your file. Click here for instructions.
  • Please provide copies of all documents below which apply to your company:
    • W-3 (summary of W2) & Copies of W-2’s for the current year
    • Quarterly Sales Tax Returns
    • 1099’s issued
  • Click Here to upload support files.
  • Please send us confirmation that all bank accounts and credit cards have been reconciled through December 31st by sending / replying to our email or clicking here
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