How can my family access my Xero Tax Records account after I die?

The process typically involves contacting Xero Tax Records with a death certificate and proof of relationship. Our step-by-step guide walks you through the exact procedure.

📋 Taxes at Death

What Happens to Your Xero Tax Records Account When You Die

CriticalAccounting records

Quick Facts

Data at risk

Financial records & reports

Subscription

Monthly — cancel when done

Export

CSV and PDF available

Step-by-Step Guide

Log in to Xero

Go to xero.com and sign in with the decedent\'s account credentials.

Go to page

Export financial reports

Navigate to Accounting → Reports and export Profit & Loss, Balance Sheet, and General Ledger for all available periods.

Download tax reports

Access the tax-specific reports (1099 summary, sales tax reports) and download them for each applicable period.

Export all invoices and receipts

Download all invoices, bills, and receipt attachments from the account.

Cancel subscription when done

Once all data is exported, cancel the Xero subscription to stop monthly charges.

Document Now Checklist

Export all financial reports for all years
Download tax-specific reports (1099, sales tax)
Export all invoices and attached receipts
Note the Xero account email and subscription tier

Last verified: June 2026. Platform policies may change. Verify current procedures directly with Xero Tax Records. This guide is for informational purposes only and does not constitute legal advice.

Related Guides

Final Income Tax Return (Form 1040)

The final income tax return covers January 1 through the date of death. It must be filed by April 15 of the year after death. Late filing triggers penalties and interest.

Estate Income Tax (Form 1041)

Form 1041 is required if the estate generates more than $600 in gross income during any tax year while it remains open. Income includes interest, dividends, rent, and capital gains earned by estate assets after the date of death.

Estate Tax Return (Form 706)

Even if the estate is below the federal threshold, you may still need to file Form 706 to elect portability — which transfers the unused exemption to the surviving spouse. This election is critical and must be made on a timely filed Form 706.

Browse all 1,800+ platform guides Digital Readiness Score Final Income Tax Return (Form 1040) guide Estate Income Tax (Form 1041) guide

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