How to Give Access to Accountants in Xero

Quick summary

Granting an accountant access in Xero requires navigating to Settings > Users and updating that user's permissions to the Advisor role. This process gives your accountant the specific access they need, such as submitting BAS and managing tax obligations directly from Xero.

Steps

1. On Xero's main dashboard, head to the top-left corner and click the Company tab.
2. Choose Settings from the list of options.
3. Find and select the Users option.
4. Locate your accountant's user profile and click the More Options button next to it.
5. Click Change Permissions.
6. Scroll down to the Business and Accounting section and tap the Advisor tab.
7. Review the granted permissions and tick the radio button beside any additional access items you want to enable.
8. Click Update Permissions to apply the changes.
9. Your accountant will now have the necessary Xero access saved to their profile.