To automatically access and file clients' tax returns from Xero Tax (using the Tax Return AutoFile automation) the FYI client must first have been connected, within FYI, to their Xero Tax.
Note: This is a one-off step and can only be completed if you have already been granted access to the client's Xero Tax.
- In FYI, go to Clients and select the relevant client.
- Go to the Apps tab.
- On Xero Accounting click the cog icon to display the Xero Settings.
- Click Connect. You may be prompted to login to Xero Practice Manager.