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1323 results found

  1. FBT Returns - I have been informed by Xero Support that FBT Returns can only be created for the following structure types:

    Individual
    Company
    Trust
    Partnership
    Self Managed Superannuation Fund

    Noting that individuals, partnerships and SMSF do not require FBT Returns it seems more prudent to make them available for the club and society structures who actually my have FBT to lodge.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  2. On Managed Fund Schedule can the transfer capital gains to tax return default to "yes" instead of "no" ?

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  3. Ability to remove team members from cancelled subscriptions or a trial which has expired whether setup by our practice or the client.

    15 votes

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     ·  9 comments  ·  Xero HQ  ·  Admin →
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  4. The job budget is a key piece of information for all staff to have visibility. However the Budget field on a job is only visible if staff have Access Financial Data permissions. Giving Access Financial Data permissions allows staff to view and edit client billing details, edit practice subscription and export subscription. Surely, such wide ranging powers is not appropriate for ALL staff.

    Surely this permission should fall under the "Manage Jobs" permission matrix not under Finances permission matrix.

    5 votes

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  5. When drafting AIM reports in XPM, it would be helpful if you could hover over the box number and it lists the accounts that are being mapped there as opposed to changing report codes in blue Xero and continually having to update the AIM report to see if accounts are mapping correctly.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  6. Please can the corporation tax computation include a calculation of the marginal relief.

    This would need to include the amount of associated companies and the calculation of the marginal relief amount rather than just showing the total of marginal relief.

    8 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  7. Hi Xero Support,

    We've been generating individual e-invoice from Xero/Invoici for months, however, we could not find any report on e-invoice generated through Xero/Invoici.

    This report could help us in ensuring accuracy of the data exported to MyInvois portal. We would require a specific report on the generated individual e-invoices to make sure that they tally with the sales invoices report from Xero.

    Thanks!

    0 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  8. When creating a new client the duplicate TFN warning should also apply to Archived clients.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  9. Option to add a bit more detail if needed for a supplier (bank account and email) for the ease of then must marking straight away in Xero for payment.

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  10. Companies House sync - Client Onboarding

    Would like to see a Companies House sync for this. Our current PM system has this facility and it saves so much time (and is accurate). Also used as a check when submitting annual CS01 forms. We are considering moving to XPM and this would seal the deal

    1 vote

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  11. When invoicing in XPM and choosing the task postings options Yes/No/Future, can you add a column for the cost (not just time and rate) so we can judge what to invoice and how much for.

    1 vote

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  12. When running reports, posting timesheets etc, it would be good for the client search function to search the entire name, rather than requiring exact input. Similarly, the ability to type a date in any format (e.g. DD/MM/YY), rather than being exact or using the calendar icon.

    1 vote

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  13. It would be great to have an additional Column on the archived jobs list so that you can see if previous jobs made a profit or a loss. The WIP Write on /off balance could show on the archived screen.

    1 vote

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  14. Would it be possible to close sections of the job that you don't use and these stay as default. (Information Tax - job details, custom fields etc.) This would make it easier to see the sections you do use. It would also be useful if you would put them in the order you prefer.

    For example to me the most important section is tasks and these are quite low down the list. I would like this to be a default setting.

    1 vote

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  15. Ability to add multiple email addresses for tax payment letters.
    This would be great if looked into very soon.
    We have been manually entering additional email addresses which is a bit of a worry if a character is misspelt.
    When copy and paste is used the changes get made to all clients and is a real disaster.

    14 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  16. It would be useful to refresh all client bank feeds from the HQ client list rather than go into clients individually

    4 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  17. It would be great to see the budgets easily when we open the Jobs tab in XPM. This will help us have a quick glance at the budget for each job rather than opening each job in a new browser tab or generate a report.

    31 votes

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  18. To have a function that essentially works as a sticky note on the details page of the clients file. Although there is the notes function, it it easily lost within the multiple tabs, however if something was right there on the home screen for all to see it isn't as easily missed/ignored. It could be something simple like a staff member has been trying to get in touch with the client, or bringing attention to an address change, noting the preferred method for documents to be signed etc.

    34 votes

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  19. It is too easy currently to click back/undo one too many times and end up inadvertently posting into a different organisation from the one you were working on.

    I was showing a colleague how to do something in the Demo company, but I clicked back too many times and ended up making my dummy postings into a client's organisation instead.

    For accountants and bookkeepers who have multiple clients and multiple transactions to post, this could create a lot of unnecessary work that can easily be avoided by some kind of indication that you are changing organisation.

    2 votes

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  20. Would love to see Xero Tax to prefill STP data (W1 and W2) into BAS/IAS.

    10 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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