Clients Menu > New button > Client 
| Business Structure | Choose from the standard structures listed | |
| Client Type | Choose Invoice upon completion or Monthly Billing depending on how the client will be charged | |
| Partner | Choose MI, MP or GP – the director overseeing the case | |
| Manager | The staff member usually working on the case | |
| Name | The legal name, eg XYZ Family Trust, or ABC Pty Ltd, or AB & CD Example. Use the correct name as it will appear on the tax return. Don’t use trading names here | |
| Logo | Not needed but upload if you have one |
| Phone & Fax | Use mobile numbers for individuals and landlines for the associated entity. Use the “Alt.Phone Number” custom field if you need additional numbers on a client entry. | |
| Email address | Contact email for this client | |
| Website | Optional | |
| Referral Source | Name of the source of referral. Not essential. See also the Referral Source custom field. | |
| Physical Address
Postal Address |
Use Upper/Lower case for address and ALL CAPS for Town/City and PO BOX. Only enter a country if not Australia |
| TFN & ABN | Enter | |
| Branch | Not usually applicable, though for some recent GST registrations the ATO have been allocating branch 1 or 2 automatically. Lack of Branch in XPM may result in the the BAS details not pre-filling. | |
| Balance Date | June | |
| Agent | Choose tax agent the return will be lodged under | |
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Prepare Activity Statement and Tax Form |
Tick as appropriate. Leave Due Date blank. If these boxes are not ticked then you won’t be able to create AS for the client. | |
| Client Code |
For example: SMI3001 = Smith, Bunbury office, first in the group |
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| BSB, Account number, name and Fin.Inst | Enter if needed to flow through to ITR. Fin. Inst name not essential | |
| Fee from Refund | Tick if required – ELD will then include authority to deposit to trust account | |
| Active ATO client | Tick if we lodge returns for this contact |
| GST (Xero Rated) | Leave this unticked
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| + Add Different Billing details | Use this to have time and costs combined with another client. Eg have individuals time added to their Trust or Company’s WIP.
More information here> https://practicestudiohelp.xero.com/au/Clients-BillingClient |
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| + Add Custom Task Rates | Leave blank |