Tallyfor Kickstart

Tallyfor Kickstart is a way to quickly get a Business Tax Return completed. Currently available for Xero users.

With a few clicks, set up the Client, Return Type, Tax Binder, and preliminary Tax Categories.

Here’s how you do it.

If you do not see the button “Kickstart from Xero”, please contact support@tallyfor.com and we will enable it.

1. From the Client screen, click “Kickstart from Xero”

2. If you’re not logged into Xero already, you’ll be asked to log into your Xero account.

3. From the top dropdown, please select an un-connected organization. Kickstart is only applicable for Xero orgs that have not yet been added as a client or connected.

4. Select the organization you wish to onboard.

5. Once you have selected an organization, click “Allow Access”

6. We will pre-fill the org information from your Xero details. You can edit here before clicking “Onboard Client”

7. We will use Xero report codes to set up your preliminary Tax Categories. You will see you client's Balance Sheet

FAQ

Can I use this with an “already connected” Xero org?

No. If you’ve already connected an org to Xero, please create a new Binder and pull Trial Balance data as you normally have done.

Can I use Xero report codes on an existing Binder?

No. Not yet. 

Where are you getting the Client ID?

We pre-fill the ClientID from the Client Name. You can edit it later.

What are Xero Report Codes?

Xero Report Codes are a standardized set of ID’s that help you identify the purpose of a COA account.

See Xero’s help article here.

Why are Xero Report Codes important to Tallyfor?

Tallyfor uses Report Codes to Assign Tax Categories. This will give you a good starting point for your Tax Categories.

How can I edit the assigned Xero Report Codes in Xero?

In Xero, there are two ways you can edit Xero Report Codes. The below screenshots are in the Xero app.

On the Organization level. Navigate to: Accounting>Advanced> Report Codes

On the Chart of Accounts Template level in Xero HQ. Navigate to: Xero HQ>Practice

What are the original Tallyfor Kickstart mappings for Xero Report Codes to Tallyfor Tax Categories?

See a google doc here. You cannot currently edit/change these.

Is Kickstart coming to Quickbooks Online?

Yes it is. Stay tuned for more Kickstarts!