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304 results found

  1. When we send out an Activity Statement, a tax return, an fbt return, etc... is it possible to CC another contact? (one that isn't required to e-sign but is required to see the return and payment information and just be kept in the loop in general)

    14 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  2. Ability to file individual auto assessments following Request for More Information from IRD.

    18 votes

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  3. We would like the ability for Xero Tax to combine the capital losses from prior returns and form a summary.

    Thanks,
    Phillip

    6 votes

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  4. We suggest to add the option to view TAX return versions when modifications are made to the return.
    We have found through our work that is an URGENT need to track changes made to returns for efficient audit and accountability.

    5 votes

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  5. 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…

    1 vote

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  6. Enable an advanced setting in Xero to have customised columns Change dependant on client (e.g., GST, Credit, Debit, Date, Reference). With the rollout of new reports its frustrating when generating reports on client's P&L to have to change for every single column.

    2 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    Hi Mark, want to make sure we understand your idea here properly. When you say you'd like customised columns per client - Would this be like the ability to set standard columns that will be selected by default to appear on any reports you run in a clients organisation? Or something a little different you're asking here? 

  7. Add filter to 'Notices that are different' in XPM dashboard so we can filter by office (Auckland, Wellington, Christchurch)

    1 vote

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  8. The mandatory notes section on FRS 105 needs upgrading, so that the notes on things like movement in directors loans, and operating lease commitments, can be completed by merely filling in numbers into a template matrix. At the moment, no tabular layout is possible.

    4 votes

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  9. To have the ability for the Cover Letter box ticked permanently when preparing tax return and activity statements

    9 votes

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  10. XeroTax: Showing Client ID Code on Client page and being able to search by Client CODE, TFN, ABN, Mobile.

    We have many clients with the same name and we have to keep manually looking through their details to make sure they are the right client.

    20 votes

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  11. Allow SMSF returns to include an option for import from BGL/Class and to generate a PAYG estimate worksheet

    1 vote

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  12. Trust Tax Return Reports - Summary Only and Summary and Worksheets - to be able to print the Trust Reporting Requirements pages (Annual Accounts information, Settlor & Beneficiary disclosures) as a separate report. The Summary Only and Summary and Worksheets Reports be as previously, that is the one page summary of income & tax (plus Worksheets when selected).

    17 votes

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  13. Following on from advice from IRD. Is this something that is easy enough to create?

    See email from IRD.....

    We are getting a number of customers to our Front of house (reception) who require a printed barcode to make their payment at Westpac. As you might expect, many of these customers are elderly and it has been some effort for them to go to Westpac only to find they need a barcode to pay so they come to see us… before heading back to Westpac with their printed barcode.

    Most have, in the hot little old hands, a lovely letter…

    21 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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    Appreciate the meaning behind this idea to you all. 

    This is something we'd like to continue to track on the site here, however to upfront in order to generate the barcode there's work that'd need to be done on IRD's end to enable this. 

    We've reached out to engage them on this, but there is no immediate plans from our end, at this time. 

  14. Ability to put in manual tax estimate adjustments, such as prior liabilities on tax accounts so clients can see total owed. It can show estimate for return, then show the adjustments.
    Also ability to adjust for amended returns to show the actual amount refunded or owing after amendment calculations.

    3 votes

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  15. Does Xero have any plans to incorporate 'Xero Tax' in the trial version? I can see that there are a number of videos on Xero Tax on Xero Central. If it was incorporated in the trial version- it would provide students with hands-on experience as opposed to just watching videos or reading texts.

    As Xero is now being used by many accounting firms, Tax professionals who are currently working in other platforms such as Sage Handisoft or MYOB don't know how Xero tax works. When they are trying to change companies- it would provide them an advantage if they are…

    1 vote

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  16. There should be the option to show the tax estimate (i.e.: calculation page) for companies on the front page of the tax return instead of being buried within the body of the report.

    For a lot of clients the first page is what they are really interested in (calculation of tax payble/refundable).

    Having the flexibility of being able to change page ordering within Xero Tax without having to do it manually would be helpful.

    6 votes

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  17. Can we get some some tax returns to be protected by password within Xero Tax?

    1 vote

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  18. WITH THE UPCOMING CHANGE IN CORPORATION TAX RATE (6/4/23) IT WOULD BE A NICE FEATURE IF THE PROFIT ALLOCATION IN ACCOUNTING YEARS STRADLING THE TAX YEAR END COULD BE TOGGLED BETWEEN "ALLOCATION ON DAYS" AND "ACTUAL ACCOUNTS" SO THAT THE MOST BENEFICIAL TREATMENT COULD BE USED FOR CLIENTS NEXT YEAR (IE USING THE METHOD THAT PUTS THE LARGEST SHARE OF THE PROFIT INTO THE PERIOD UPTO 5/4/23) - NEEDS TO BE AVAILABLE FOR 04/2023 YEAR ENDS AND AFTER

    5 votes

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  19. When entering the average number of employees in the notes, it would be great if Xero could bring forward the amount entered in the previous year to save time checking what it was!

    16 votes

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  20. On the foreign income page on self assessment on Xero Tax, I do not have the function to complete boxes 33 to 40 in order to enter foreign capital gains tax suffered.

    4 votes

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