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  1. Losses carried forward have to be manually entered each year. It would be great if the information flowed through automatically from the prior year tax return. This will help to reduce risks that someone may accidently omit or incorrectly enter losses.

    95 votes

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     ·  12 comments  ·  Xero Tax  ·  Admin →
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  2. Xero Tax(AU) | Worksheet to calulate number of days not liable for M2 (Medicare levy surcharge)

    When some client has more than 1 health insurance policy and the period of the same are diffrent and sometime overlapping we need the work out this manually which can sometime be wrongly caluclated and can impact the tax estimates.

    Xero should have a worksheet where we can enter policy details along with perioid of coverage to that it can calculae the days acurately. Similar feature is avaialble in MYOB AO and comes in very handy.

    78 votes

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     ·  6 comments  ·  Xero Tax  ·  Admin →
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  3. NZ Tax Audit Check of Overseas Income Jurisdiction Codes needs corrected to identify invalid country code UK and bring up a red error message. The correct code for the United Kingdom is GB not UK, the audit check should pick this up at the audit check stage which it currently does not. Thus when we go to file the return the return goes in to error as the jurisdiction code is invalid.

    28 votes

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     ·  9 comments  ·  Xero Tax  ·  Admin →
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  4. The current 'To Sign' list is a combination of tax returns that might be out for signature with the client, or ready for the tax agent to sign. At the moment there is no way for our tax agents to tell which tax returns are ready for them to sign.

    89 votes

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     ·  15 comments  ·  Xero Tax  ·  Admin →
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  5. PLS Report (EFT Reconciliation Report): Currently it merges first two fields of client name and surname and if that could be fixed with ability to export in .csv / excel please. It would be great if it PLS report could be exported in TrustEasy format to manage fee from refund (attached).

    8 votes

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    5 comments  ·  Xero Tax  ·  Admin →
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  6. We need a Trust Estimate to be included in Trust tax returns for ALL types of trusts. Xero recently added a trust estimate but it is for Deceased Estates Less Than 3 years only. This is not useful. This type of trust is a very small percentage of the trusts that our firm has.
    We need the estimate to be able to calculate -
    - Deceased Estates More Than 3 Years
    - Discretionary Trusts where there are Foreign Beneficiaries
    - Discretionary Trusts where there Minor Beneficiaries
    - Discretionary Trusts where there is no beneficiary presently entitled

    71 votes

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     ·  9 comments  ·  Xero Tax  ·  Admin →
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  7. Please add the functionality to set a cessation of trade date for a company in liquidation or in the insolvency process to allow for accounts and corporation tax returns to be produced from the last year end to the date of cessation of trade/insolvency.

    This will enable Accountants to produce these closing accounts and CT returns from HMRC and so offer a one stop shop and earn more revenue.

    22 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  8. It would be great and more efficient if we could add correspondence to the tax returns, rather than have to send separately via myIR.

    13 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  9. Brand new 2024 Tax release and there is STILL nowhere to enter PAYG Instalments paid by a Trust.

    The Trust income tax estimate is therefore incorrect, and I need to manually create it in excel.

    EDIT: And the option to print an estimate (as part of the exported tax return) has disappeared... Couldn't even copy it from 2023 to 2024...

    8 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  10. Ability to add multiple email addresses for tax payment letters.
    This would be great if looked into very soon.
    We have been manually entering additional email addresses which is a bit of a worry if a character is misspelt.
    When copy and paste is used the changes get made to all clients and is a real disaster.

    9 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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  11. At the moment, we can only add one IR833 per client when doing tax returns. It would be great to have the ability to add more IR833 forms, as otherwise, if the client sells more than one property, we need to file the forms directly through the IRD, which can be time-consuming.

    9 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  12. This is not a simple feature request. This is a blatant fault with how Xero Tax handles asset figures.

    In this particular case we have two accounts in the book-keeping records for CIS tax, because we wish to track CIS deducted by contracted on sales and CIS deducted from subcontractors separately. Transfers are made between the accounts as appropriate when liabilities are reported for payment to HMRC.

    At the year end, we want to show this as a single balance. As the net result was an asset at the year end, we tagged both to an appropriate asset type. Instead…

    48 votes

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    8 comments  ·  Xero Tax  ·  Admin →
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    Appreciate your input here, everyone. Our team is aware of the challenges our partners are facing around the auto-reversal of negative balance. It’s on their roadmap to investigate and provide a better user experience.

    For the time being, I’ll move this idea into ‘Under review’ status. And when there's movement, we'll make sure to come back here and let you all know.

  13. Some clients want to review their tax return on a PDF format hence it would be helpful if there's an option to put a "draft" water mark

    19 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  14. Need a placeholder for title (Mr/Ms etc) for cover letters. It should be an easy implementation, as tax returns should already have that as a label. We need it for the address section of the cover letter.

    12 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  15. It's great that there is now the option to finalise and create a bill on a BAS...however that is not the default choice for Tax & BAS Agents so it would be nice if the big button was to FINALISE the BAS and the small button with the option to create the bill. Leave it as default in the linked to ATO BAS (lodge and create bill) but for BAS that aren't being lodged in Xero directly it's not helpful.

    5 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  16. Would love to see Xero Tax to prefill STP data (W1 and W2) into BAS/IAS.

    5 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  17. On the IR3 2024 tax return it is currently labelling the tax liability after provisional tax paid as 2024 residual tax to pay. It should say "Tax to pay" or "Terminal Tax to pay". It is incorrect and confusing to have the tax before and also after provisional tax to both be labelled as residual tax. In communications when we are advising on provisional tax obligations we reference the obligation being based on 105% or 110% of residual income tax and now that is not clear for the client which figure we are using. In addition under the 2025 provisional…

    4 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  18. Any chance we could get a Comparative Report for BASs in XeroTax? I think it would be very useful to be able to compare current BAS with a previous few to easily highlight amounts that are out of ordinary expectations in PAYGW, PAYGI or GST. I envisage a report similar to income tax comparison but across more periods. Thanks.

    4 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  19. We have some clients that have multiple businesses under their personal names. Can we please have individual worksheets for each business to input income and expenses which then automatically totals into the business schedule in the main form?

    At the moment in XERO tax, we need to put the grand totals into the business schedule, then split the amounts across the businesses for each expense/income line item. This is not practical as we generally receive separate figures for each business, not a grand total.

    70 votes

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     ·  6 comments  ·  Xero Tax  ·  Admin →
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  20. Hi,

    Would be great if we had the ability to stop provisional tax letters being generated for non-clients if their IRD numbers are entered into XPM. This creates a lot more work during prov tax times as the list is long and needs to be reviewed so these letters are not accidently sent.

    3 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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