Before You Start
This guide assumes you have a Xero Standard or higher subscription and basic understanding of depreciation concepts.
Overview
What You’ll Learn
- How to create and manage asset types in Xero
- Assigning appropriate depreciation methods (tax vs. accounting)
- Automating depreciation journals and disposals
- Reconciling your asset register with the Balance Sheet
1. Preparation Steps
You need these accounts in Xero’s Chart of Accounts:
Required Accounts
- Fixed Asset Account (e.g., Equipment, Vehicles - Non-current Asset)
- Accumulated Depreciation (e.g., Accumulated Depreciation - Non-current Asset)
- Depreciation Expense (Expense)
- Gain/Loss on Asset Disposal (Other Income/Expense)
Optional (but recommended)
- Impairment Expense (Expense)
- Revaluation Reserve (Equity)
2. Key Depreciation Methods
Xero allows you to set up different depreciation methods.
Method A: Accounting Depreciation
This method reflects the economic usage of the asset.
- Reflects economic usage.
- Aligns with IFRS/GAAP.
- Provides accurate financial reporting.
- May differ from tax methods.
- Can require more complex calculations.
- Might need manual adjustments for tax.
Method B: Tax Depreciation
This method follows specific tax authority rules for asset write-offs.
Expert Tip: If your tax and accounting depreciation methods differ, you can use Xero’s built-in functionality to track both. This ensures your financial statements are compliant while also simplifying tax return preparation.
3. Setting Up Asset Types in Xero
Here is the high-level workflow for establishing your asset register.
Here is a sample code block to show how an asset might be defined.
{
"asset_name": "Company Laptop - John",
"asset_type": "Computers",
"purchase_date": "2025-01-15",
"purchase_price": 1200.00,
"useful_life_years": 3,
"depreciation_method": "Straight Line"
}
4. Automating Depreciation
- 1
Navigate to Fixed Assets
In Xero, go to Accounting > Fixed Assets. This is your central hub for asset management.
- 2
Create Asset Types
Define asset categories like “Computers”, “Vehicles”, “Furniture”. Assign default GL accounts and depreciation settings for each type.
- 3
Add New Assets
Enter individual asset details including purchase price, acquisition date, useful life, and selected depreciation method. Xero will then automate the calculation.
Common Error: Incorrect Account Mapping
Ensure your ‘Accumulated Depreciation’ account is set as a ‘Fixed Asset’ type in Xero, not an ‘Expense’ or ‘Liability’. This is crucial for correct Balance Sheet presentation.
5. Reconciling the Asset Register
Reconciliation Checklist
- Run the Fixed Asset Reconciliation report in Xero
- Compare the register’s total value to the Balance Sheet accounts
- Verify monthly depreciation journals are posted and accurate
- Review all asset disposals and acquisitions for accuracy
Need Help?
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Having trouble setting up your Xero Fixed Asset Manager? Our team can help fine-tune your asset register and depreciation settings.
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