Connect your Nifty Grants account with Xero to quickly access the financial statements needed to claim the R&D Tax Incentive.
Spend even less time completing R&D Tax Incentive claims and more time working on your business; take advantage of our new integration with Xero.
As a Nifty Grants 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 Grants:
1. Connect once
Authenticate your Xero account from Nifty Grants by logging into your account from the connect button within your Nifty Grants project. This link can be found from the finances tab within your R&D project under Profit and Loss Statement or Balance Sheet.
2. Clever identification
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.
3. One click import
Import your Balance Sheet and Profit and Loss Statement directly into your R&D claim.
Once in your project on Nifty Grants, 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 Grants advisors a view into your project financials so every eligible dollar is accounted for
Got a question or need help?
If you have any questions about how to connect your Xero account please contact us at firstname.lastname@example.org