1230 results found
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AU Tax - Ability to print just signing pages in tax returns
I would greatly appreciate the option to easily print or download only the pages of a tax return that requires the client's signature, without including the entire document. This feature would be particularly valuable for accountants who frequently need just the signature pages from multiple tax returns. Currently, the process of manually extracting these pages using another software is quite time-consuming.
3 votes -
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.
59 votes -
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 -
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 -
Xero tax (AU) - Foreign Rental Schedule Capital allowance and Capital works Asset worksheets
Can you please add the ability to create a Foreign Rental Schedule Capital allowance - Asset worksheet and Capital works - Asset worksheet in Income Tax Returns
15 votes -
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 -
Report Templates - Add a button at the top of the report page to "Create Report Pack" to add any report to adviser report packages
Reports - Advisor Report functionality recommendations:
1. Ability to add any report (including customized/saved/published reports) to Advisor report packages. I only see a limited selection of reports from the Add Report dropdown. I feel like I should be able to add any report I want.
2. Ability to add separator pages easily (like "supplementary information" page) that don't have the company name/date in the header. This would also be useful for adding a letter / accountant's report on letterhead.
3. Ability to customize the cover page for wording, layout, logo, etc.
4. Ability to create new Advisor Report templates from…13 votes -
Hubdoc - Extract all line item details including inventory items
Extract not only basic information like dates, names, etc., but also line items for less manual entry or having to find outside apps to do it.
182 votes -
UK Payroll: Additional pension pay items to be included in Pension Filings.
Enable User Created Pay items to feed data into Pension filings and payroll expense journals. Currently, any additional pension pay items that aren't created by Xero automatically won't pull through to the pension file. The same happens for re-imbursements
7 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 -
Report Packs - Ability to include GST Return, GST Reconciliation and General Ledger Reports
Hi there
We would like to request that the GST Return, GST Reconciliation and general ledger reports are able to be included in the report packs at the practice level.
We are requesting this function to streamline reporting for periodic GST work. We would ideally have two report packs set up at the practice level that all staff can access when preparing clients GST.
The first report pack would be an internal review GST report pack which would include all of the reports our reviewers look at. Most of these reports we are able to add to a report pack…
130 votesHi everyone, to provide an update relating to the original reports that were raised in this idea, and feedback through the thread. The following reports are all available to add to a report template in Xero HQ;
- General Ledger Detail
- General Ledger Summary
- General Ledger Exceptions
- Tax Depreciation Schedule
We currently have no plans to make other reports available in report templates.
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