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The Ultimate Canadian Xero Setup Checklist

Don't miss a step. Follow this guide to ensure your accounting is audit-proof and tax-ready from Day 1.

1Organization Settings

  • Enter correct Legal Trading Name (matches your Articles of Inc).
  • Set 'Financial Year End' to match your T2 return date.
  • Add your Business Number (BN) in Organization Details.
  • Set your specific 'Time Zone' to ensure bank feeds sync at the right time.

2Sales Tax (GST/HST)

  • Enable 'Financial Settings' > 'Tax Basics'.
  • Input your GST/HST Number.
  • Select your 'Tax Filing Period' (Quarterly/Annual) to match CRA requirements.
  • Add PST/QST rates if you have nexus in BC, SK, MB, or QC.

3Banking & Hubdoc

  • Connect all business bank accounts via Feed.
  • Connect business credit cards.
  • Activate Hubdoc (included in Xero).
  • Link Hubdoc to Xero (Push data to 'Purchase').

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