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1173 results found

  1. Ability to hide more sensitive data from staff.

    I have an employee who works overseas. Currently I think we can only hide the TFN details but it would be good to also be able to hide date of birth, address and now Director ID details.

    They do not need to see all of the sensitive data when preparing tax returns so it would be good to have some options of what data we can hide from employees.

    Thanks

    4 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  2. Could you add the ability to track client filing dates for CT, VAT, Companies house etc all in one place?

    2 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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    Thanks for contributing to the community here guys. We will soon be releasing a new solution in Xero HQ which provides one central place to manage your VAT, personal tax, company accounts and corporation tax deadlines.  I've shifted this idea to 'working on it' for the time being and we'll let you know when it's available.

  3. Please can foreign currency be OPTIONAL and turned off?

    Foreign currency has been added our file in error via an invoice from Hubdoc that was uploaded as USD. It has since been corrected to AUD and there are no foreign currency transactions in the ledger.
    BUT - all reports annoyingly come up with all the 'source' columns. We don't want this to accidentally happen again when we are getting invoices from offshore software providers etc.
    We ONLY report in AUD.

    12 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  4. Have the ability to search the client list by TFN or ABN

    12 votes

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  5. Change Capacity under Settings/Practice to allow for Saturday and Sunday so that on the Dashboard for Time Summary the time entered on Saturday and Sunday shows and is reflected in the Productivity circle on the Dashboard

    8 votes

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  6. Some of the field labels in a report don't match the field in the profile, which can cause confusion, incorrect reports and more time spent on building reports than needed.

    For example, on a client profile, we have the 'Partner' and 'Manager', however, when trying to report on these fields, they are called 'Account Manager' and 'Job Manager'.

    It would make reporting easier if all labels/titles matched or at least referred to them, e.g. Account Manager (Partner).

    10 votes

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  7. Exported Client List - Include Partner Edition Subscriptions (e.g. Ledger) in export of client list to csv file. This helps us to review our current ledger subscriptions and ensure we are not unnecessarily subscribed.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  8. XeroTax currently cannot produce accounts where the company has a IP registered number. It would appear that the only change needed to do these accounts is to recognise the different registered number format.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  9. A way to have the notifications for signed packs be sent to a specific email address.
    For example:
    x creates and sends the pack but y is notified when it is signed.

    11 votes

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    4 comments  ·  Xero HQ  ·  Admin →
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  10. We use client codes for all our clients. There is an option to input this into the client record, but it would be good to be able to see that on the screen and sort by it, rather than just alphabetical list of clients.

    8 votes

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     ·  4 comments  ·  Xero HQ  ·  Admin →
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  11. The CGT worksheet does not allow for pro-rata of capital gain based on private use days.

    13 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  12. Just wondering if there is anything in the pipeline at all where you could potentially upload support documents, receipts, invoices etc behind the tax return item item while in the ITR. Would be a very handy function for individual tax returns.

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  13. In XPM, there is a subtotal of all the amounts of each task in the fixed price column. It would be handy to show a subtotal of all amounts for each task in the calculated column. This would allow you to see, at a glance, the write up/down for the invoice.

    2 votes

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  14. M2 Medicare levy surcharge - Number of days not liable for surcharge:

    Can this be automated to an extent based on the Income for Surcharge Purposes field that is automatically filled? Have been caught out a number of times where the Xero defaults to 365 days not liable, however the threshold is exceeded due to combination of spouse income.

    7 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  15. Only one contact in XPM can be a 'Primary' contact so our correspondence pulls through only the salutation for that contact, however the entity may be a partnership, trust or company and need more than one person included. This means we need to manually add any other salutations, which is not ideal and leaves room for error. The option to add multiple 'Primary' contacts would solve this issue.

    2 votes

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  16. Making the tax exclusive options in Hubdoc showing in the Edit Document tab.

    Purpose: To avoid publishing the document with the wrong tax type.

    23 votes

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     ·  6 comments  ·  Hubdoc  ·  Admin →
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  17. Currently Hubdoc only flags an invoice as a duplicate if the supplier, invoice date AND invoice amount exactly match. This means if any of these are adjusted or Hubdoc doesn't pick up the exact correct details, the invoice wouldn't be flagged as a duplicate and could be double booked or worse double paid.

    Hubdoc should flag an invoice as a duplicate if the invoice number is the same too. Yes there are rare scenarios where two suppliers issue an invoice such as '001', but it's much better for this to be flagged as a duplicate and reviewed, than actual duplicate…

    20 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  18. the function to search for clients needs to be easier (similar to the search function) when you are trying to run reports in XPM. It is tiring to go through 3,000 clients on a list to select the one I want to view as the function to run reports only allows me to type the first initial.
    It takes us almost 5-6mins to run a simple report

    5 votes

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  19. GST reminders
    Like the Tax reminders for provisional and student loan but for GST and maybe even PAYE, so if you create and file the GST return though Practice Manger it feeds back info on what is outstanding and what has been paid with the option of sending reminders out to clients on payments due about a week out from the final date.

    3 votes

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  20. When we send out an Activity Statement, a tax return, an fbt return, etc... is it possible to CC another contact? (one that isn't required to e-sign but is required to see the return and payment information and just be kept in the loop in general)

    14 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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