How to Grant Your Accountant Access in Xero - Step-by-step Guide

How to Give Your Accountant Access in Xero — The Right Way

Granting your accountant access to your Xero account is a key step to ensure your financial records are accurate, compliant, and up-to-date. Whether you're a new client at Spondoo UK or simply looking to streamline your bookkeeping and VAT filing, setting the right permissions is essential.

In this guide, we’ll show you exactly how to invite your accountant in Xero — the right way. Follow the steps below with helpful screenshots to ensure nothing gets missed.

Why This Step Is Important

Granting your accountant proper access in Xero allows us to:

• Maintain accurate bookkeeping

• File your VAT returns with HMRC

• Reconcile bank transactions

• Access critical reports and data

• Configure key settings without delays

🎥 Watch the Step-by-Step Tutorial 

Not a fan of reading? Watch the full video tutorial below on how to give your accountant access in Xero.
It covers every step visually — including what to tick and why it matters.

Step-by-Step: How to Grant Accountant Access in Xero

Step 1: Go to ‘Settings’ in Your Xero Dashboard

After logging into your Xero account:

• Click your organisation name at the top left

• Select Settings

Step 2: Navigate to the ‘Users’ Section

• Click on Users under Organisation settings

Step 3: Click “Invite a User”

• Select the Invite a user button in the top-right corner

Step 4: Set the Correct Role — Advisor Access

Under Business and accounting, make sure you:

• ✅ Tick Advisor

• ✅ Enable access to bank accounts

• ✅ Tick VAT filing with HMRC

• ✅ Enable files, reports, and settings

Note: If your Xero doesn’t have “Projects” or “Expenses”, you can skip those.

Step 5: Enter the Email & Send Invite

Use this email to invite our team at Spondoo UK:

📧 arnie@primepayandtax.co.uk

Then click Send Invite — that’s it!

What Happens Next?

Once the invite is accepted:

• We’ll connect your Xero to our internal systems

• Begin managing your bookkeeping or VAT setup

• Provide ongoing support and financial oversight

Why Choose Spondoo UK?

We’re more than just accountants. At Spondoo UK, we combine modern cloud tools with traditional financial expertise to help small businesses, contractors, and limited companies thrive.

Our services include:

• Bookkeeping & VAT returns

• Payroll & pension submissions

• Corporation tax & compliance

• Business advisory and support

➡️ Speak to our team today if you want a smart, proactive accounting partner.

💡 Prefer a visual walkthrough? Watch the video guide on YouTube for a full screen-by-screen explanation.