Elevate Tax + Accounting

how to invite us to xero

Your only six steps away from having Xero’s very own Cloud Champion and Accounting Partner of the year runner ups for 2022 – check under your hood!

1. Log in to your organisation on Xero

2. Click on your Organisation name then go to Settings

Xero Settings Menu

3. Click on Users

Finding the User Settings in Xero

Only users with Standard or Adviser user roles with Manage Users access will be able to invite new users.

4. Click ‘Invite a User‘ to enter details for a new user.

5. Enter Elevate Tax for the name, and admin@elevatetax.com.au as the email address.

Select Business and Accounting and choose the Adviser role, then tick ‘Manage Users

6. Press Send Invite