327 results found
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Xero Tax(AU) - Print asset depreciation table for TRT
Please add the functionality in Xero Tax for the TRT to print out an asset depreciation table, like the CRT or ITR tax forms.
16 votes -
Xero Sign - Smaller Signature Bundles for smaller firms
I run a small firm and for me it is not worth subscribing to your esign bundles. I need approximately 10 signatures a year and paying £60 for 10 signatures is not a justifiable expense to me. You should offer either a smaller bundle of 10 signatures or maybe a pay by signature option.
1 vote -
AU Tax - Practice wide ability to choose Default Postal Address to be Client Address
Allow a practice-wide setting to default postal address to client's postal address/main address, rather than agent address. Same applies to phone number and e-mail address.
I'll admit I'm brand new to Xero Tax, but the returns I have created so far default to Agent Postal Address, whereas all of my returns always use client postal address. Instead of having to toggle/switch this for every return (and in due course no doubt missing one at some point), it would be great to have a practice wide setting. "On Tax Return forms, postal address should default to [client address]/[agent address]".
Similarly, my…
78 votes -
AU Tax - Import from Xero to Label 11, 18 and other non business schedule labels
We should be able to Import data from Xero Ledger to Xero tax to Label 11 and 18 and other non business schedule labels. Currenly we cannot import dividends, interest and other expenses for investment entities which do not operate a business
3 votes -
Xero Tax - Remove nil tax payment notices
It would be great if XPM tax would remove these payment notices for clients where we are no longer filing tax returns for them. Currently they are created as nil payment notices and clutter up an already very busy tax payment system.
2 votes -
Xero Tax (UK) | Add/Remove detailed P&L to statutory accounts after they have been submitted
Once filleted accounts have been filed, there is no option to add or remove the detailed P&L to the full statutory accounts.
1 vote -
Xero Sign - Send copy to self
Have the ability to send a copy of the actual message/links sent to a client to our own email when we we send something for e-signing via Xero Sign. Adobe sign has this option.
This would help us because:
1. It is a professional requirement to keep a copy of all correspondence sent to clients.
2. It also would help when they call and have a question about what to do if you could have the exact copy in front of you to step it through with them.
3. When they dispute what was written in the text part of…70 votes -
AU Tax - IF fields in Cover Letters
Would like the option to input IF fields into our tax returns like we can in Activity Statements. I have found I have so much more scope in editing my cover letters by putting in IF fields (eg IF the amount is payable, put in the line about the payment details. IF the due date is already past, replace the date with 'As soon as possible' etc)
It would be great in general to see more functionality in the cover letters - especially more merge field options, IF fields, and other extra lines depending on certain criteria within the return…3 votes -
AU Tax - Custom Cover Letter Placeholders
For Tax return cover letters to have the ability to use the merge field 'Tax Form Due date' from the client record screen. Currently this placeholder is not available to Tax Return Cover Letters.
28 votes -
Xero Tax AU - Add Compare Functionality to schedules
For the prior year comparable option in Xero - The compare functionality is only on the main forms, but can you include on schedules?? The prior year comparables only seem to appear re the Form C Disclosures, not any accompanying schedules - would love this feature to be so the comparison can be printed out
2 votes -
AU Tax - Field to view Tax return status and whether started in tax report
This is to do with Custom Reports and should be little effort for a good result.
I note that after discussions with Xero the [Tax Return AU] Not Started Returns field is only available in the Client Returns report. It would be great to have [Tax Return AU] Not Started Returns in the Tax Return report area so you could generate a report on which returns have been started, in addition to the current status of the ones that have been started (ie Draft, Complete, Lodged) at the moment we can only see if a tax return has been created…
12 votes -
NZ Tax - Alter Date format below payment schedule
when there is interest to pay and a date to calculate to is selected the wording comes up as - Assuming the return is assessed on 30/June/2023. This format should be either 30/6/2023
or 30 June 20234 votes -
Xero Tax (AU) - Map accounts to more than one field on the tax return
Mapping - Xero Tax (AU) - Ability to map accounts to more than one field on the tax return.
ie Wages are included at P8 as a business expense but also needs to be reported at P15.
It needs to be manually entered at P15, this should be automatically mapped.2 votes -
AU Tax - Return Lodgment report
to run a report that pulls the History of tax returns into it, including:
1. Staff member who prepared the return, and date prepared.
2. Staff member who lodged the return, and date lodged
Currently if we run the report builder, it only can show account manager's name, it doesn't seem to have the option to show lodgment person's name.8 votes -
Xero Tax (UK) | Delete client from Dashboard
To be able to delete a client from Xero tax. I have one I used as trial data and it is frustrating that it is still sitting in the list.
4 votes -
Xero Tax - Prepare tax returns using a mobile browser
Currently when you open a tax return on an iPhone the formatting is lost and it’s very difficult to edit a return.
3 votes -
AU Tax - Add due date to tax on OOA sent to client
Import the due date of amounts payable as per the OOa to the dates tax payable field and add a placeholder in the OOa template for date amount due.
3 votes -
Xero Tax - Column to show who owns the tax return
Would love to have the ability to add columns in the Tax Return tabs such as Partner or Manager so you can see who owns the return without having to open the return or go into the client.
1 vote -
Xero Tax: Generate and complete NRIDRAR report
Ability to complete the 'NRIDRAR - PAYG withholding from interest, dividend and royalty payments paid to non-residents – annual report' direct from Xero
Complete in a similar manner as to how 'Taxable Payments Annual Report' is completed
14 votes -
AU Tax - Ability to include client phone number
When I use Xero tax it pre-populates the tax agent number overriding the previous entry in the previous year. We want this to be the client phone number due to we want the ATO to contact them.
Every tax return it is taking manual labour to change the phone number from the pre-populated phone number.
We'd like the option to pre-populate the client phone number like other client information.
We'd prefer to not have to delete any details to replace the phone number and this was resulting in tax return error.
32 votes
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