1344 results found
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Xero Tax - Report to show Amended Returns / Activity Statements
I believe there should be an option to run a report which shows which tax returns / activity statements have been amended and lodged as a revised version for your whole client database. Without this, there is no current way of knowing the amount of revised returns / activity statements that you have lodged which can be a problem.
6 votes -
AU Tax - Show Period on the Activity Statement Substantiation Declaration
The 'Activity Statement Substantiation Declaration' page should display the period the activity statement relates to.
7 votes -
Bank Rules in Hubdoc
It would be hugely helpful if we could add rules under supplier settings in hubdoc much like the bank rules in Xero. E.G. Client has a home office and I want to split the electricity bill 33% to Power and 67% to Drawings. Number 1 - I won't have to try and remember what the percentage for each client is as they vary and number 2 - I would be able to use the automated function to Publish to Xero.
12 votes -
XPM Timesheets - Timesheet templates
Xero Practice Manager Timesheet upload. We have staff that complete the same administrative tasks each day every week for up to 50 clients a day. Entering these times in XPM is extremely time consuming and the time spent rarely changes. It would be extremely useful to be able to import a timesheet template with set clients/tasks/times. Then they only have to make modifications to timesheets. This would reduce time entry burden by two or three hours per week.
16 votes -
AU Tax - Option to delete tax agent logo
Please add the option to remove the logo from the tax agent profile. Once you add it, there is no option to remove it
3 votesThanks for raising as an idea here, Inna. While it's not possible to delete a tax agents logo atm you could upload a blank white picture as the logo where you'd like to remove the existing.
We don't have any direct plans around this atm, but we'll get a sense of the interest here and let you know if there's any progress.
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Xero Tax(AU) - Separate user permissions for 'Mark as Approved' and 'Out to Sign'
It doesn't make sense that these are part of the same privilege checkbox.
Marking something as Approved is something that a senior person (manager/partner) is responsible for.
Marking something as Out to Sign is something that an administration person is responsible for.
Options are:
Give the admin person the privilege and they can approve something they shouldn't be able to (risk to firm).
Not give the admin the privilege and the manager has to log back into Xero Tax to mark it as out to sign after the admin person has packaged it up and sent it out (waste of…28 votes -
NZ Tax - Filter transfer status on Return State
In the Transfers screen, Need a filter option on the Return State column to save having to move from page to page of results to find all the Assessed ones (even after having sorted by that column)
1 vote -
Xero Tax (UK) | Trusts & Estates (SA900)
Can you provide Tax Returns for Trusts (SA900)?
9 votesHi everyone, thanks for your interests in the SA900 through this idea.
We understand how returns for Trusts would be beneficial in Xero Tax (UK). This isn't in our immediate roadmap, but we're keen to continue tracking the interest for this from community through the idea. If any progress is made we'll share an update for you all here.
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Workpapers - Carry existing packs forward when creating new ones
The entire workpapers function is inefficient and burdensome. It would be much better to have packs carry forward when creating new packs so that you don't have to add all the notes and work papers back each time. When you roll a work paper pack, having to check & uncheck all the irrelevant sections is a waste of time that would also be alleviated by just being able to roll the prior period pack. The ability to use excel sheets with linked data to the accounts in Xero would be greatly beneficial. Another aggravating and time consuming issue is not…
14 votes -
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.
6 votes -
Xero Tax (UK) | Tax payment reminders
I use Xero Tax to prepare all my self-assessment returns for clients and I'd like to send out a reminder this month of the POA due at the end of the month along with their UTR references. Is there any way to produce a report from Xero Tax summarising this information by client which could be exported to Excel and used as basis for a mail merge? If not, this would be really helpful and presumably, as the information is already held in Xero Tax to generate the Payment Reports this should not be very complex to develop. Thanks
5 votes -
Ask Queries - Automated reminder notification
Ask Queries - Automated reminders
The ability to have automated reminders on Ask queries would save substantial time (and reduce likelihood of things getting forgotten) and reduce likelihood of having to go to an alternative paid app in order to get this functionality (eg ContentSnare)18 votes -
Report Templates - Livestock trading statement
allow quantities to be added direclty to the ledger and then to feed into reporting templates. manualy entered reporting data is fraught with danger and history is lost from year to year, which means we are replugging data every year...current "semi-automated" practice doesnt seem to fit with xero ethos
110 votes -
XPM - Add Pause button
When using the start button in the timesheets in XPM to track time on a job, the option for a pause button to pause your time, then to unpause and keep recording your time.
159 votesHi everyone, we appreciate the continued interest in the timer in Practice Manager. As mentioned in my last update, work for a Pause option would require a lot of work, and it's not something we have plans for right now.
However, we understand this is important to our customers and when our team have more capacity we'll explore how we might develop solution for this.
We will keep let you know if there is any progression to share here.
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XPM | ATO Online Services - Automated scheduling of Income Tax Client Report
We leverage the Income Tax Client Report within XPM, and report on lodgements leveraging this data. It would be great if there was the ability to schedule the Tax Agent Request to the ATO for refreshed data - e.g. once per week, so that the reporting we have is automatically refreshed periodically and this doesn't rely on a person refreshing the data manually.
3 votes -
XPM - Be able to look up client based on their client code
The ability to look up client by entering their client code. Currently we have to go to groups and find the client belonging to the group. Our admin system is based on client codes and it would make it easier having the client code look up option.
28 votes -
Practice manager - XPM to Xero contact fields
Have logged this support query, which I also raised a number of years ago and cannot believe how this has not been fixed. Answer from support below:
In XPM there is no first and last name field for contacts, rather it is just one box for the Name field. While in Xero there are two fields to put a contacts first and last name separately.
So when a contact on a client syncs from XPM into Xero it is placed into the Last Name field as it recognises the name as one field. Currently, the only way to resolve this…
18 votes -
AU Tax - Create a Tax Form from Returns Tab
It would be timesaving to be able to Create a Tax Form (all types) directly within the Returns tab and link to an Existing Client and Job.
What would be even better would be to be able to add a Job on the fly during the process if not already established.
6 votes -
Project Summary report - Include who project is assigned to
Projects: On project summary report include column for who project is assigned to. This will be useful if calculating work in progress per assigned user.
3 votes -
Beneficiary Accounts Report
Can we have a stand alone report for Beneficiary Accounts, which could then be a favorite report rather than having to dig it out of the reporting bundle.
3 votes
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