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1170 results found

  1. It would be useful if in the Tax Statements reporting data set, we could also see GST statement data (currently only Income Tax and SLS show) so that we can check for unpaid GST balances.

    12 votes

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     ·  4 comments  ·  Xero Tax  ·  Admin →
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  2. It would be helpful to merge clients in XPM where two accounts have been created (different names) and tax returns filed under each one. For example a client entered under their maiden name and married name who have filed tax returns. In our case a duplicate was accidently created when doing the return and we have no way to now shift the tax return to the correct and active client account in XPM.

    25 votes

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  3. 40 votes

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     ·  17 comments  ·  Xero Tax  ·  Admin →
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  4. There could be many possible things to be able to track in there, but I would like to be able to:

    Limit the 'states' shown to things I am directly involved with like 'For review' and 'For Invoicing'.

    My secretary would want to see states that apply to her like 'to sign'.

    Only show 'Priority level' High and Urgent (with the flick of a keystroke)

    Possibly allow some of the functionality in the 'jobs' tab or the report builder to be 'saved' in the dashboard screen like mini tables that update real time?

    4 votes

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  5. 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

    34 votes

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     ·  4 comments  ·  Xero Tax  ·  Admin →
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  6. Lock dates to be automatically applied once accounts are accepted by companies house on xero tax.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  7. When going through tax payment letters it can be useful to make a note i.e spoken with client re tax or checked IRD. However, once the tax payment is approved it cannot be edited or deleted and also will not remain in the notes box but rather provisional tax history.

    1 vote

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  8. it is not possible to add the Vat field to a custom report in Xero

    Would be useful for this to be resolved

    1 vote

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  9. Please can we have the ability to submit accounts and CT returns for CiC companies - this is the only thing that is preventing me from switching to Xero for all my submission needs.

    15 votes

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    8 comments  ·  Xero Tax  ·  Admin →
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  10. SA: Feature request for a Demo Company for South Africa

    6 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  11. Ability to have Xero Tax for businesses, not only for Partners

    192 votes

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    112 comments  ·  Xero Tax  ·  Admin →
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    Hi community, we appreciate the continued attention this idea is receiving. While our team will continue to review this idea, Xero Tax remains a Partner only product with tools and capabilities that help Xero Partners serve their clients with ease, and we don't have immediate intentions of changing this. Again, we'd like to encourage that if you're not currently connected to a Xero Partner you can find one that can serve your advisor needs through our Advisor Directory. If there is any change planned we will update you of this, here.

    Also to note, our current position on Xero Tax does not relate to our MTD IT program and we'll be providing further information for this separately on this idea.Thanks

  12. It would be fantastic if the GST return workpapers could also include tracking, especially if we're tracking more than 1 item.

    1 vote

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  13. Home page or landing page -- can you put the "go to xero" button on the left of the client's name? The new page makes it so I have to scroll so far to the right to get to those buttons, that I no longer know which client is on which line of the table. It is harder to log in and go directly to my client's books now.

    5 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  14. I have recently started switching clients to the New BAS Experience - Full BAS.
    I run the Activity Statement and export it so I can check the "Transactions by Tax Rate" and make changes.
    I have noticed that when I click back on the "Summary" tab, the report does not automatically update (it does under previous BAS experience) and there is also no "Update" or "Refresh" button.
    The only way to get the report to update is to hit the refresh on the web browser.
    This is another case of removing functionality.
    Please make the report auto update, like it…

    5 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  15. Remove a currecy added in error and never used, which makes reports more complicated than need be (Source AND GBP in every Transaction report, implying we are multicurrency when we never have been)

    27 votes

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  16. see
    CX0014715231.

    When Importing from blue Xero to green xero - populating the tax return with data prepared on blue xero, the loan accounts with bank feed always appear in ASSETS section and no matter how many times we import that figure in the liability section, it appears as negative and thus unable to lodge

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  17. It would be efficient to have recurring time entries to be saved as a favorite in XPM instead of having to complete all three segments about Client, Job & Task. Especially for daily recurring Internal Time entries such as Non-Billable Time for Meetings, Personal Breaks or Filing Emails etc.

    21 votes

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  18. Add a custom column similar to a custom row into reports.

    This would be used to include quantities for livestock reports, for automating % of trust distributions payable to beneficiaries prior end of June.

    This currently can't be done in reports.

    24 votes

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     ·  8 comments  ·  Xero HQ  ·  Admin →
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  19. One click tax estimate.
    We often just print a tax estimate and it would be great to have one button for the tax estimate rather than having to unclick all the other options in the print menu.

    17 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  20. See CX0014786193 and
    CX0014195990

    1/ For ACTIVITY STATEMENTS - xero already retrieves the bpay details. Can Xero retrieve the Auspost billpay details, and ATO PRN details for credit card payment too to be printed/esign emailed when generating the Activity statement?

    2/ For Income tax returns - for entities that have a payable result, can Xero retrieve the bpay, post billpay, and PRN details that can be printed/esign emailed along with the tax return?

    3/ and for ITR, can Xero retrieve the bpay, post billpay, and PRN details so that it can be sent along with the OoA email/print out?

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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