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Export SMSF Annual Return to Xero

SMSF Annual Return export now supported

2017, 2018, 2019, 2020, 2021 and 2022 SMSF Annual Return can be exported to Xero Tax.

Overview

The SMSF Annual Return can now be exported from Simple Fund 360 and imported into Xero Tax.

  • The SMSF Annual Return must be validated before the Xero Export icon will display. For more information refer to The SMSF Annual Return.
  • Xero Export button will not display if the Annual Return has already been lodged in Simple Fund 360.

Prerequisites

Please ensure that the tax return validation has succeeded before attempting to export the Annual Return.

Export from Simple Fund 360

  1. Navigate to the Tax Compliance screen.

    From the Main Toolbar navigate to the Compliance menu.

    Select Tax compliance.

  2. Select Validate.

  3. Once SBR validation is complete select Xero Export.

    The Export Button will only be available once the tax return has been successfully validated
  4. The XML file will be downloaded and stored in your Downloads folder on your computer.

Import into Xero Tax Practice

To import the SMSF annual return into Xero, refer to the following Xero help:

https://practicestudiohelp.xero.com/au/Tax-SMSF-Import

 

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