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You’re probably champing at the bit to start setting up your Xero file. Before you jump in, gather some data so you can easily access everything you need as you need it.

If you don’t know where to find any of the data required by Xero at set-up (or don’t know what it is), your accountant, lawyer or business adviser may be able to assist. If your business is new, you may not yet have all the required data, which is fine.

Collect all you can of the following:

 Bank account details

 Business logo

 Business type

 Chart of accounts

 Conversion date and balances — the date the accounting records start from and balances at that date

 Details of accounts payable and accounts receivable

 Display name (this is usually just the name people use to refer to your business — see the section ‘Organisation Settings’, later in this chapter, for more)

 Financial year end date

 Last invoice number

 Legal or trading name

 Organisation type

 Terms and conditions for payment

 Time zone details

Table 2-1 shows the additional information you may need to gather, based on the region your business is based in.

TABLE 2-1 Additional Data Required for Set-Up by Region

Australia	New Zealand	South Africa	United Kingdom	United States, Canada & Global
Australian Business Number (ABN) Branch details (optional)* Activity statement settings GST accounting method Tax File Number GST calculation PAYG withheld period PAYG income tax method Fringe Benefits Tax details Fuel tax credits details Wine Equalisation Tax details	GST basis GST period GST number	VAT basis VAT number VAT period	VAT scheme VAT period VAT registration number BAC number	Tax basis Tax ID number Tax ID display name Tax period

* Branch details only required if you operate your business from more than one location; for example, you operate a group of shops across multiple locations.