How-To Guides and Client Setup Support
This page is designed to make getting started and staying organised as simple as possible.
Below you’ll find step by step guides covering the most common setup and access tasks our clients need. These guides are here to support you at any stage, whether you are onboarding, changing systems, or need a refresher.
Each guide will include written steps and video walkthroughs using trusted software providers such as Xero. You can pause, follow along, and complete each step at your own pace.
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How to create a Xero account
https://www.xero.com/au/signup/
How to accept an invitation to Xerohttps://central.xero.com/s/article/Invite-a-user-to-your-organisation
How to add a user to Xerohttps://central.xero.com/s/article/Add-or-invite-a-user-to-your-organisation
How to set user access and permissionshttps://central.xero.com/s/article/User-roles-and-permissions
How to connect bank feeds in Xerohttps://central.xero.com/s/article/Connect-your-bank-to-Xero
How to upload documents and receipts to Xero
How to reconcile bank transactions in Xero -
How to nominate a BAS agent with the ATO
How to authorise access through the ATO portal
How to check and update your ATO contact details
How to grant access to tax and BAS information -
How to nominate an authorised third party on your bank account
How to provide read only bank access
How to export bank transactions from your bank account
How to provide historical bank statements -
How to upload documents securely
How to submit receipts and invoices
How to organise and label files correctly
How to provide historical records for catch up work -
How to set up payroll in Xero
How to add a new employee
How to set up superannuation
How to process pay runs
How to lodge STP reporting -
How to correct a misallocated transaction
How to deal with duplicate transactions
How to fix bank feed errors
How to resolve reconciliation issues -
Links to trusted Xero help guides
ATO support resources
Recommended tools and software we use
If you are unsure about any step or would prefer us to handle it for you, just let us know. We are always happy to step in and help, or walk you through it during a call.