I want to move from TaxTouch to Xero, how do I do that?

1. On the Accounts screen in TaxTouch, click on "Email my Schedule C data". A detailed CSV file that includes all your transactions will be sent to your email address.

2. Unsubscribe from TaxTouch on the subscription screen.

3. Go to xero.com and set up a new account. Once you've set up a new account in Xero, you can upload your TaxTouch CSV file through the Xero "import transactions" feature.  Xero Help center includes more information about importing CSV into Xero.

You will not be billed for TaxTouch the following year or the following month depending on your subscription.

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