How do I connect Xero to TinyTax?

id: xero-integration title: How do I connect Xero to TinyTax? category: procedures tags: [Xero, integration, trial balance, API, connect, refresh, re-import, accounting software] applies_to: [trading, property, all] difficulty: beginner last_updated: 2026-02-21 related: [importing-from-trial-balance, filing-your-first-ct600]

TinyTax connects directly to your Xero account via Xero's API. Once connected, your trial balance is imported automatically — no CSV exports or manual data entry needed.

Select your company type to customise this guide:

Trading Company

Property Company

Mixed Income

Connecting Your Xero Account

Step 1: Start the Connection

Visit tinytax.co.uk/xero or click Connect to Xero from the integration page.

Step 2: Authorise Access

You'll be redirected to Xero's login page. Sign in and authorise read-only access. TinyTax can only read your reports — it never modifies your Xero data.

Step 3: Select Your Organisation

If you have multiple organisations in Xero, choose the one you want to file for. TinyTax matches it to a Companies House company number.

Step 4: Start Filing

After connecting, you're taken straight to the CT600 form. Your trial balance is fetched automatically from Xero and mapped to the correct CT600 boxes.

ℹ The connection is read-only. TinyTax only accesses your trial balance report — it never creates, edits, or deletes anything in Xero.

What Gets Imported

When you connect Xero, TinyTax imports:

Profit & Loss (Current Year):

Turnover (Box 145)
Cost of raw materials and consumables
Staff costs
Depreciation
Other charges
Interest and other income (Box 170)

Balance Sheet (Current Year):

Fixed assets
Current assets
Creditors (within 1 year and after 1 year)
Share capital and retained earnings

Profit & Loss (Current Year):

Property rental income (Box 145)
Property expenses
Other charges
Interest and other income (Box 170)

Balance Sheet (Current Year):

Fixed assets
Current assets
Creditors (within 1 year and after 1 year)
Share capital and retained earnings

Prior Year Comparatives:

P&L comparatives are fetched from Xero (using the prior period end date)
Balance sheet comparatives come from Companies House where available, with Xero as a fallback

ℹ Corporation tax payable is calculated automatically by TinyTax based on your profit — you don't import this.

Refreshing Your Data After Updating Xero

If you've updated your accounts in Xero and want TinyTax to pull in the latest figures:

Option 1: Re-import via the Import Button

On the submission form, click the Import button in the P&L or Balance Sheet section:

Click New Import in the modal header
TinyTax fetches a fresh trial balance from Xero automatically
Review the updated mappings and click Use this mapping

⚠ Re-importing will replace any manual adjustments you've made to imported fields. Make sure your Xero accounts are finalised before re-importing.

Option 2: Change the Period End Date

If you change the accounting period end date on the form, TinyTax automatically fetches a fresh trial balance from Xero for the new date. This happens in the background — no action needed.

Disconnecting Xero

Your Xero connection is tied to your TinyTax session. To disconnect:

Start a new filing without using the Xero connection
Revoke access in Xero: Go to Xero Settings > Connected Apps > find TinyTax > Remove

ℹ Disconnecting doesn't affect any filings you've already submitted. Previously imported data remains in your saved forms.

Troubleshooting

"Connection failed" or "Something went wrong"

This usually means the Xero authorisation was cancelled or timed out.

Try connecting again from tinytax.co.uk/xero
Make sure you click Allow on Xero's authorisation page
If using a pop-up blocker, allow pop-ups for tinytax.co.uk

"No organisations found"

Your Xero account must have at least one organisation. If you're a Xero advisor, make sure you're signing in with an account that has an organisation linked.

"The mappings look wrong"

TinyTax maps Xero account codes automatically, but some custom chart of accounts may not map perfectly.

Review the suggested mappings after import
Drag any incorrectly mapped accounts to the correct category
Click Use this mapping to apply

"My figures don't match Xero"

Check that:

Your Xero bookkeeping is complete (all invoices posted, bank reconciled)
The period end date in TinyTax matches the trial balance date in Xero
No draft or awaiting approval invoices are skewing the figures

"Prior year figures are missing or wrong"

Prior year data comes from two sources:

Balance sheet: Companies House (if previously filed)
P&L comparatives: Xero (fetched for the prior period end date)

If prior year P&L is missing, check that your Xero data exists for the prior period.

Xero vs CSV Import

Feature	Xero API (Direct)	CSV Import
Export from Xero manually	No	Yes
Auto-maps to CT600 boxes	Yes	Yes
Prior year comparatives	Automatic	Not included
Refresh after changes	Re-import in one click	Re-export and re-upload

For the fastest workflow, use the direct Xero connection. If you prefer manual control or can't connect, CSV import works just as well for current year figures.

Still Having Issues?

Our team can help troubleshoot Xero connection problems.

Last updated: February 2026

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