We are thrilled to be on board as your trusty accountants!π Adding us to your Xero file only takes 3 minutes tops. We have included a Video Tutorial and a Step by Step Guide below to make the process easy.
Video Tutorial:
Here's a 1 minute video on how you give Balance Tax access to your Xero file. π
Step By Step Guide:
To invite us to your Xero file, please add Diana at [email protected] as an Advisor with Payroll Admin and the ability to Manage Users so we can add our team (please make sure to follow every step as shown below). ο»Ώβο»Ώ
Log in to your organisation in Xero.
Click on your Organisation name then go to Settings.
Click on Users.
Click βInvite a Userβ to enter details for a new user.
Enter Diana Todd for the name, and [email protected] as the email address.
Select Payroll, Business and Accounting and choose the Adviser role, then tick βBank Account Admin, Submit BAS, Manage Users.
Click Send Invite.
There you have it! β¨ Let us know once you've sent the invite. Easy peasy! π
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