Sign your service level agreement online, upload your documents and choose your debit order date. Your Xero organisation is set up and your accountant assigned within days. No meetings, no paperwork.
Choose business or individual, fill in your details and sign electronically. It sets out exactly what is covered for 1% of business turnover, or R395 a year for individuals.
You receive a confirmation email immediately. We create your Xero organisation, request handover files from your previous accountant and connect your bank feeds.
From the first month, bookkeeping, tax and payroll run on schedule, and your fee is collected by debit order on the date you chose.
Businesses (companies, close corporations, trusts and sole proprietors) use the business agreement. Individuals who only need their personal tax handled use the individual agreement.
Have these ready to upload: CIPC registration documents (CoR14.3, CK1 or trust deed), ID documents for every director, member or trustee, proof of business address not older than three months, a bank confirmation letter and your banking details for the debit order.
Have these ready to upload: your ID document, proof of address not older than three months, your SARS tax reference number if you have one, and your banking details for the annual debit order.
Get a quote from the pricing calculator, order a once-off service in the tax store, or call 0800 00 87 55 and talk it through with an accountant first.
No setup fee for businesses whose books are up to date, and the agreement runs month to month with one calendar month's notice.
On the debit order date you choose in the agreement, for the first month of service. Individuals pay the annual membership on signing and then every 12 months.
Sign the agreement with what you have and email the rest to [email protected]. We start the Xero setup while you gather the remaining documents.
Yes. Once you have signed, we send a professional clearance and handover request to your previous accountant and import the history into Xero.