The Free Xero Setup Guide
A step-by-step reference for setting up Xero for an Australian small business: settings, GST, bank feeds, payroll and your first activity statement, in the order that keeps the file clean from day one.
- ✓ What to have ready before you start
- ✓ GST rates, and how GST gets mis-coded
- ✓ Bank feeds, bank rules and reconciliation
- ✓ Payroll, Single Touch Payroll and your BAS
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Set Up Xero Right the First Time
Settings and accounts
Organisation and financial settings, your chart of accounts and opening balances.
GST rates in Xero
Which tax rates Xero offers, and how GST gets mis-coded.
Bank feeds and payroll
Bank feeds, bank rules and reconciliation, then payroll and STP: what to set up once and what to do every pay run.
Your BAS and month-end
Review, lodge and pay your activity statement, plus a month-end and quarter-end checklist.
From People Who Set Up Books for a Living
Ascend Solutions is a CPA-led bookkeeping and advisory practice. We set up, migrate and run accounting systems for Australian businesses on Xero, QuickBooks Online and MYOB. This guide is the order we work in when we set up a new file.
Before You Download
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