Xero Training & Resources

This page contains Xero tutorial videos and help centre links to help navigate around some of its basic features.

Monthly Cash Flow Forecast

This monthly cash flow forecast can serve as an annex in your business plan or assist with a finance/loan application


Tax Return Checklist

Use this checklist as a guide when preparing for your end-of-year individual tax return. 

Rental Property Information Guide

This ATO resource guide will help you learn all the tax basics about owning a rental property and how to treat income and expenses. For further information or clarification on anything, please do not hesitate to book an appointment with one of our accountants.

Rental Property Worksheet

Use this worksheet if you have a rental property to assist with preparing your end-of-year individual tax return documentation. Please complete and return to our office for your tax return completion –

Personal Budget Planner

Use this Budget Planner to help determine where your personal money is going and whether you have a cash surplus or deficit.