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For accountants & bookkeepers

For accountants & bookkeepers

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  1. Integrate workpapers module into Xero with direct links to the Xero trial balance. Importing the trial balance is impractical and time wasting and the allocation of the account balances within workpapers is dependant on the report code allocations. You should have to option to view all the account balances and the net profit or loss from the trial balance when viewing workpapers to ensure all balance sheet accounst are included.

    29 votes

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     ·  2 comments  ·  Workpapers  ·  Admin →
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  2. It's been mentioned previously but seems to have fallen off Xero's radar - the ability to use our own Excel workpapers within Xero workpapers would be fantastic.

    93 votes

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    1 comment  ·  Workpapers  ·  Admin →
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  3. Integrate a bank statement generator into bank feeds so accountants and bookkeepers can send a request directly to the clients bank for a bank statement for quarterly bank reconciliation. Pre-approved by client when bank feed integration is setup. Alternatively, automated bank statements per quarter generated and uploaded to Xero via bank automation.

    75 votes

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     ·  3 comments  ·  Workpapers  ·  Admin →
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  4. Support documents uploaded to a workpaper are listed at the bottom of a workpaper in the order they are uploaded in, it would be a handy feature to be able to reorganise uploaded documents as needed for ease of review and keeping items in say account or alphabetical order.

    45 votes

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  5. Add a note function to each account. Similar to the queries button but just for general notes about what's in the account that doesn't need a resolution. This would be helpful near the account rather then just at the start in the job note section as it would allow quick access for others to see the note when looking at the specific account.

    32 votes

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  6. Sometimes we have more than three people working on a job and currently Xero only allows for one preparer, manager and partner on a job. It would be good if we could have more flexibility in this area.

    32 votes

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  7. The Xero Hotlink button should open an Account Transactions (new) report for that account rather than the old Transactions report, for many many reasons.

    37 votes

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  8. Quite a few firms are using business fitness/their own custom workpapers in conjunction with Xero workpapers to meet their compliance needs. This is because some existing Xero workpapers e.g I2 - Finance Lease, S - Home Office, K - GST etc are not sufficient to meet our compliance needs. For example the home office workpaper does not contain the square metre rate method and there is no last year comparison for analytical review. No workpapers have been added to allow for new tax developments such as rental interest deductibility, rental loss limitation rules, mixed use assets to name a few.…

    29 votes

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  9. Page breaks in the Notes should be automated

    17 votes

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  10. Xero workpapers should change depending on entity type selected. It appears that the selection of entity type in workpapers only serves to customise the query gallery and has no bearing on the actual workpapers created. An number of examples of this can be seen whereby selecting the trust entity type, the workpaper pack incorrectly contains M & M2 imputation credits, N Shareholders Current Account should be named N Beneficiary Current Account, and most significantly L - Income Tax does not contain a defined field for tax credits allocated on beneficiary income (instead users are having to use the free form…

    21 votes

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  11. Have the GST from workpapers such as Entertainment and Home Office automatically populate the GST workpaper

    30 votes

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  12. Xero workpaper would also show the actual file report and not just the links when exporting the workpaper. This is only available for files uploaded to the workpaper. Our practice uses FYI docs where all the relevant schedules, documents, and files are uploaded and we simply link it to Xero Workpapers. This is also helpful for practices who are using cloud storing services for documents and files.

    8 votes

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  13. Hi there,

    Is there any way you could please add the the balance entered into imputation credits in the "tax provision per P&L" section of Workpaper to flow through to the "Balance sheet income tax reconciliation"

    20 votes

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  14. Would it be possible to integrate a feature where the workpapers notify the user that there may be Xero accounts that have balances in the relevant year that have not pulled through to any of the workpapers being used (say for example because the report codes mapping for a new account has not been set up properly)?

    17 votes

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  15. It would be good to have a discussion or description section against each line item in the Analytical review workpaper. Allowing for "oddities" to be cleared. Making the review process easier.

    4 votes

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  16. When using Xero Workpapers, it imports the figures across from the Xero client file without decimals. Therefore, when I'm comparing these figures in Workpapers to client reports and bank statements these are often slightly out.

    Can you please update Workpapers so that there is an option to show decimal places?

    4 votes

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  17. Have a workpaper for motor vehicle private use adjustments with calculators for FBT, logbook, and mileage reimbursement. Be able to have more than one like the home office workpaper does. And have this roll forward like the home office one does so that you can see the method used by the client and the FBT/logbook values etc.

    13 votes

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  18. After receiving the year end document pack with Financial Statements and Tax returns signed from the client, I'd like to be able to immediately import this into the Financial Statements and tax returns area of Workpapers.

    9 votes

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  19. Being able to choose quarterly or monthly report period under BAS part.

    2 votes

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  20. Ability to amend the analytical review section (or allow more headings than just Revenue, Cost of goods sold and Expenses). Should be able to match the detailed P&L on a set of financial statements so that they can be compared and reviewed. For example, corporation tax appears under expenses and there is no bottom line profit or loss on the analytical review. Have to do a manual calculation to agree with P&L on financial statements.

    1 vote

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