1183 results found
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Xero Tax (AU) | Tax Estimate - Deceased Estate
Xero gave us a tax estimate for deceased estates (but only within the first three years...), and on my very first trial of this new feature ran into a roadblock - I cannot find anywhere to input the PAYG Instalments paid by the deceased estate, therefore the estimate is inaccurate.
8 votes -
hide lines with balances under 1.00
Suggest that when printing Published accounts that any lines under 1.00 are hidden.
Example (as we don't print cents in our published reports).
If there say .46 left in an account , that line is not printed, As currently it will print with no amounts. and looks silly. (need to jnl the cents somewhere else to clear.1 vote -
Xero Tax(AU) - Ability to create early Tax Returns for companies who switch from Financial Year to Calendar year
One should be able to create tax returns for Companies that switched their Financials years to calendar year, to avoid late lodgements. For Example, for the companies whose financial year is 1 Jan,2022 to 31 Dec,2022, need to wait till Jun 2023 to file their tax returns
20 votes -
foreign currency
I have a client who uses different currencies. It would be a great help if we can run the Aged Receivables and Payables Detailed report showing the original currencies and not the converted amount. The report can be grouped to each currency and have a total balance per currency.
1 vote -
XPM - Sample Reports Search
When using the report builder in XPM and going into the samples tab - there is a lot of reports and it can be quite overwhelming. Tags for types of reports / ways to search / filter the list would be a great addition for being able to work out the sample report that would be most beneficial to build out for my needs.
1 vote -
Xero Tax (AU) - Distribution from Managed Funds worksheet for TRT
Many our trust clients have investments in managed funds, e.g. Macquarie Wrap, etc. Unlike ITR, currently there is no "Distributions from Managed Funds" worksheet in TRT. This means, we need to enter Capital Gains and Foreign Income in the separate sections from "Distributions from Partnership/Trust" worksheet. It would be great if all components from Managed Funds distributions can be entered into one worksheet.
58 votes -
NZ Tax - Audit check to check IRD number
When completing a tax return in XPM, have the audit check feature check the IRD number for hyphens so it's in the correct format. If the number is entered with spaces instead of a hyphens, the audit check lets it pass, and throws an error when submitting.
1 vote -
Multiple practices under one Xero Practice Manager
One product idea for people working under multiple practices, would it be possible to have all the Xero tax functions included? Eg, Income tax, BAS, company return etc.
Similar to adding multiple clients under the practice, this would really help for people working under multiple practices.
1 vote -
Workpapers - Page numbering that works with auditors reports
When preparing annual financial statements and performance reports for auditors, it is important that the contents page and accountant's disclaimer report come before the statements that the auditor needs to refer to in their audit opinion, so that they report on pages 5 to 17, not 5 to 7 and 9 to 17. It causes unnecessary costs to both accountants and auditors each year to change round and get this done manually.
1 vote -
WIP filter for specific staff who added time / cost
Would like to have the ability to not only filter by staff assigned to a job but the staff who have added the WIP to the job. ie. Show me all WIP added by staff member John Smith where it only shows the jobs that have WIP that has either come from their timesheets or they have added the costs to the job.
1 vote -
automatic lock dates
Lock dates to be automatically applied once accounts are accepted by companies house on xero tax.
1 vote -
Toggle report format from a breakdown view to a condensed view
I use the reporting layout editor to create a summary of account codes to show a more condensed view of the P&L or Balance Sheet. It would be useful to have the ability to toggle this down or up to see a breakdown of the summary account codes without having to edit the report format. This could used across all different reporting templates.
1 vote -
Xero Super Function - ability to generate an Excel file of payments made
With the updates to STP reporting, many clients are being found non-compliant on super payments. To be able to easily reconcile payments made in Xero Super, it would be very useful to generate an Excel file of what was paid - how much, to whose fund, and what payroll period it belongs to.
1 vote -
Xero HQ - Upload partner signature into compilation report
When preparing the client's financial statements it would be useful if we could upload the accounting partner's signature (e.g. as a JPEG or TIF) into the compilation report before the financials are published. We have to edit the signing section each year to update the date so it would be good & more efficient if we could upload the signature at the same time.
It would then carry forward when the draft financials of the following year are prepared.
At the moment, we have to PDF the financials and then edit them to insert the signature. This is done every…
2 votes -
1 vote
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add a default GST rate for a specific task.
add a default GST rate for a specific task
1 vote -
Business Name field in XPM
It'd be extremely helpful to have a field available for any type of client where a registered business name can be recorded, and if the business name is searched in the client list, the entity that the business name is recorded against shows up.
For example, if Joe Bloggs Pty Ltd owns the business name Bloggs Flowers, we could search for Bloggs Flowers in XPM and Joe Bloggs Pty Ltd would show up.
1 vote -
Hubdoc - Support CSV bank statement conversion for South African banks
Please add South African banks to the list of supported banks in hubdoc to covert bank statements to CSV
5 votes -
XPM mobile app - Time tracker
Please can you design an app for XPM to record time on the go. It was such a wonderful feature when integrated with workflow max and would help so much when visiting clients on the go.
6 votes -
Xero HQ | User Roles - Copy client access from one staff to another
Would be great to copy company access rights from one staff user to another. When a staff member leaves and inherits a portfolio of clients would be great to copy client access from one client to another.
14 votes
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