Connect your Nifty Forms account with Xero to quickly access the financial statements needed to claim the R&D Tax Incentive.
Spend even less time completing R&D incentive claims and more time working on your business; take advantage of our new integration with Xero.
As a Nifty Forms customer, if Xero is your preferred accounting solution, you can connect both accounts in seconds and import your financial statements directly into your R&D claim form.
How to connect your Xero account with Nifty Forms:
Authenticate your Xero account from Nifty Forms by logging into your account from the connect button within your Nifty Forms project. This link can be found from the finances tab within your R&D project under Profit and Loss Statement or Balance Sheet.
Once you have connected to Xero, we can automatically identify the correct Xero documentation that is relevant for the R&D claim you’re working on. If you’re working on your FY16 claim, we'll import that financial years information through to your claim.
One click import:
Import your Balance Sheet and Profit and Loss Statement directly into your R&D claim.
Once in your project on Nifty Forms, you can connect your Xero account within the Financials section from the Profit and Loss or Balance Sheet level, simply select the 'Download from Xero' button in the Finances tab to import.
- Get immediate access to the financial statements you need to complete an R&D claim
- Save the back and forth between accountants and advisors when you prepare your claim
- Give Nifty Forms advisors a view into your project financials so every eligible dollar is accounted for
If you have any questions about how to connect your Xero account please contact us at firstname.lastname@example.org