Introduction

This article outlines how to export fund returns into Xero for lodgment with other returns.

This option is only available for 2016FY annual returns and onwards.

Prerequisites

• Annual return has been generated, approved and validated

Steps to Import Class Annual Return into Xero

1. From the Annual Return Summary Screen, click the Download Xero format tax return link.
   
2. The XML file will be downloaded and saved into your Downloads folder. 
3. Import the XML file into Xero. For further details on this, please visit the Xero Practice Studio Help Centre.