1257 results found
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superannuation lump sum
Superannuation Lump Sum
I am new to Xero Tax and trying to set up previous years tax returns for going live in FY2024.
I have several clients that have been paid superannuation lump sums in the past and I am can't put the historical data into the return which is needed as there are limits on these payments1 vote -
Fixed Asset Adjustments
Xero fixed assets need the ability to make adjustments to the costbase. Sometimes there are partial sales or additions to existing assets and cant do an adjustment to the asset, have to create entirely new asset or sell and redo new asset. This makes some calculations hard as the depreciation schedule doesnt show disposals correctly either.
2 votes -
Add - Custom column to the Job Manager screen.
Is it possible to have access to be able ''add'' in a custom column to the Job Manager screen as it is not currently possible to add an extra column to the job manager, as the columns are not customizable. Thanks.
1 vote -
Timesheets - Quick Keyboard shortcuts
Per the attached screenshots, it would significantly increase efficiency to be able to use quick keyboard shortcuts when entering timesheets. Specifically the + and SAVE buttons, as almost everything else can be entered using the keyboard alone.
4 votes -
Printable 1099 report
Give a way to run the 1099 report so it can be saved as a pdf AND saved to "Published" reports. Bonus points if it can be included in advisor reporting.
1 vote -
W-9 request from contact page
Make W-9 request available from the contact page. Perhaps where financial details are manually entered. Why have to go over to the 1099 report?
1 vote -
Allow Cashbook Client users to access 1099 report
Allow users with "Cashbook Client" level permissions to access the 1099 Report
1 vote -
Auto journaling corp tax and locking the accounts after the accoounts have been filed through Xero
Auto journaling corp tax and locking the accounts after the accoounts have been filed through Xero
4 votes -
New GST return layout
New GST return layout and a few thoughts around it :-
1) when you export the PDF, the file name only shows as eg, GST return 01022024 for a GST return for period ending 31 March 2024. Why can't it show the client's company name, GST return followed by Period end date?
2) when you try to export the PDF with accounting firm logo - it doesn't seem to work and who has "minutes" to wait for it to download?
3? The body of the report is now in landscape which if the client were to print would…2 votes -
Split Transactions in Find and Recode Tool
A function within Find and Recode that can split code each transaction by a percentage.
This could be an additional button next to the Recode button called "Split" which brings up a pop-up window like Recode does.
Account | Tax Rate | Percentage
Add another line1 vote -
Submit CIS suffered through Xero
Can you add the feature to submit CIS suffered through Xero?
Currently having to submit the CIS deductions through Xero and the CIS suffered through a different software.1 vote -
CIS statement audit trail
I'd like there to be an audit trail of when CIS statements are sent to subcontractors.
If you send out CIS statements through the system and a subcontractor is saying they have not received it, there is no audit to prove it has been sent.1 vote -
Practice Permissions | Manage Users - Enable practice to remove access to client org
Practice Admin have the ability to remove themselves if they have been invite into a potential clients org without manage users.
Potential clients that decide to not go ahead with a Practice but done remove the PA from the org, PA should have the ability to remove themselves.
3 votes -
payroll
Payroll:
Allow changes to employees' regular earnings details even when a draft pay run is in progress. If an employee's rate needs to be changed, they should be unticked or deselected in the draft pay run.
Currently, the entire pay run needs to be deleted, even if only one out of fifty employees needs a rate change, doubling the time spent on preparing the pay run. All calculations for overtime, leave, reimbursements, and deductions will need to be redone.
Hopefully, this can be considered.
Thanks!
2 votes -
Payment services - connecting to other currency accounts
Xero Bank Feed connections: Would it be possible to connect payment services for Stripe to more than two bank accounts, I can currently setup GBP (primary currency) and USD but can't setup for EUR or CAD. Our Stripe payments are collected in the currency and paid out to our bank accounts in these currencies but the payment service settings will only allow these two currencies to connect to the GBP payments which mean a manual process to transfer between accounts in Xero and ''mark as reconciled'' . The USD payments work great so it would be good to be able…
1 vote -
XPM - Today option in timesheets
In the timesheets window, a button which takes you back to todays timesheet.
I often have to scroll back, and prepare prior period timesheets, and so it would be handy to have a "today" button, which will automatically return you to the current days timesheet - rather than having to scroll forward (similar to handisoft practice manager).
4 votes -
when editing, to review a page - PDF just that page
When editing a report in the financial statements, it would be great if there was an option to preview just that page and not the whole document. Ie if editing balance sheet , have the option to open a pdf of just that page ( but keep the whole doc on a sept PDF- so two options)
Would just be so much faster to preview the actual page I'm working on, and not having to wait for the whole document to open, than scroll/find the bal sheet2 votes -
feedback
I feel like a dedicated feedback board would be useful. As I don't feel there is currently an appropriate place to give feedback and notify support of things that are not working properly.
For example, I have the new GST returns to trial and there was an actual feedback box in Xero. Where i gave the feedback that i liked the new features but not the look. Now the feedback box is gone and I have just noticed that it tells you that there are unreconciled lines to code. But, they are for the next GST period. Plus the old…3 votesHi Dylan, appreciate the feedback here. Sometimes when developing a feature in Xero teams will offer a feedback box as you noted. This is usually a temporary channel where the teams can take your feedback to consider directly in time with the work they're doing.
There are other channels like Discussions, raising a case with our Xero Support team or sharing through Product Ideas which are always on feedback channels. While our teams in these spaces will do their best to help provide solutions to your needs, feedback you give is also shared back to the appropriate teams and places in Xero to consider in their development.
From the sounds of your idea here around GST, you'd like the message for unreconciled lines to code to only appear if the lines are dated with in the period of the return?
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I need to change the practice admin for my partner account but I no longer have access to current email so am unable to switch this.
I need to change the practice admin for my partner account but I no longer have access to current email so am unable to switch this.
I need access TODAY and need a call. As a tax preparer, I need to be able to access my client's tax information which is in Xero.1 vote -
files
The ability to bulk transfer documents a client has uploaded in FILES section of Xero to Hubdoc so we can utilise the OCR and automation of documents into Xero better
1 vote
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