318 results found
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AU Tax - ATO warning for Crypto Currency and CGT disposals when validating returns
we can now do a prefilling of a return very easily, however, we still need to go into the ATO website to download the full prefilling report (approximate 2 -3 minutes) to find any ATO warnings such a Crypto currency transactions or Capital Gain Disposals for shares....or even worse the client has a warning about excessive prior year deductions claimed. If this was to come across when Xero did the download ATO prefilling and come up on the Xero warning when you validate the returns ...this would save time and potential missing of these warnings
3 votes -
AU Tax | Email templates - Ability to rename
I would like to know if it is possible to rename email templates that are used when sending returns or Activity Statements Out for Signature. eg: from 'Custom 1' to a more useful name
4 votesHi Lauren, this isn't possible at present. Thanks for starting the idea here where we can start to gather interest in others that'd like to see this too 🙂
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AU Tax - Ability to change day time contact
Day time contact number in individual tax return.
Individual tax return cover page has two options
Mobile number and day time contact number
day time contact number is by default picked up from practice management setting which is practitioner number.
there is no a way to change this day time number to client contact number automatically.1 vote -
1 vote
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Xero Tax: Change default account code for Corporation Tax charge
When posting the CT charge for the year, Xero Tax defaults to the 500 code in Xero. Not all our clients use this. Is there a way of reverting to the blank accounts codes so we can change this per client? Thanks
2 votes -
Xero Sign: Option to save completed returns to google drive
Integration with google drive to have signed returns saved to Google Drive and not just Dropbox
2 votes -
AU Tax - New client's information are automatically filled for tax return
It would be very helpful that when a new Tax Return for a new Client is created that the Clients mobile numbers and emails are put in by default and we have the option to set a default for the Clients bank details & postal address to always be selected.
I know that the information carries on from the previous year regarding the address and bank details but if the information is supplied on the new client profile before the Tax Return is created it should automatically select the Clients Information.5 votes -
Xero Tax (UK) | Statements for Community Benefit Society Company
To make unaudited financial statements for Community Benefit Society Companies. Although Ltd, it has a unique company registration number, the accounts are submitted via the mutual register. The reporting format is slightly different. It includes, Management Committee Report, Independent Accountant Report and Notes to Financial Statements.
1 vote -
MTD for ITSA
MTD for ITSA
Xero have been a bit quiet on the issue of MTD for ITSA. What is the suggested solution for ITSA? If the Xero plan is to charge the starter plan at £14/month (plus VAT) I think you will lose a lot of the market share. MTD for ITSA needs a simple £5/month solution for sole traders with ability to use expenses app for free. The costs of £14/month plus £2.50 for expenses is going to lose a lot of our clients to competitors like FreeAgent (which is free if you have an RBS/Natwest/Mettle account). Finding it hard…2 votesThanks for your feedback, John - It'd be great to get you to join one of our demo webinars to see our MTD for ITSA product. They run every few weeks and you can sign up here.
Alternatively, reach out to your account manager who can help set that up. If you like the look of the solution you can start testing it with clients now, by joining the beta programme.
In terms of Xero plans, MTD for ITSA will be available on every plan. This means it'll be available on all business plans - Starter, Standard, Premium, but also all partner plans - Ledger, Cashbooks, Bureau, etc.
Clients may also be interested in the new app Xero Go, a simple business tracking and data capture tool, which links to a Xero partner plan so you can see the data and manage ITSA filings.
To discuss in more detail…
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AU Tax - Add Item D12 Personal Superannuation Contributions as a custom field when building tax reports
We'd like to create a custom tax report which identifies individual client who have claimed a deduction at Item D12 so we can double check we have the notice of intent to claim on file.
8 votes -
Xero Tax - Export data in CSV format
Ability to export Xero Tax in CSV format.
Purpose: Users can easily export CSV format for their Xero Tax without having to convert somewhere else.
11 votes -
Xero Tax: Pull contact information from completed W9 form
It would be great if Xero could extract data from the form W-9 and update the associated fields in the contact.
1 vote -
AU Tax | View history based on date document pack reminders sent
Document Packs when resent do not update the "History" in Xero Tax. This means that the most recent reminder in Xero Tax can actually be much more older than that from the Xero Document Pack
Would be good to see the history in Xero tax use the dates from the reminders sent in the document pack instead of having to leave Xero tax to find out.
10 votes -
Personal Tax (UK) | Display most recent IR mark on main tax page
Show the most recent IR Mark for Personal Tax returns on the main page rather than having to download the SA100 to view it.
1 vote -
AU Tax - Option to hide TFN on printed CURNN form
AU Tax - Printing Return Not Necessary tax returns
Currently Xero tax can print tax returns by withholding the TFN Numbers which is really good. However, if that same functionality can be added to CURNN- Return Not Necessary would be great.
1 vote -
NZ Tax - Ability to copy rental schedule to new tax return
Ability to copy a rental schedule to another tax return for a property shared 50/50 with the asset workpaper. Also ability to copy asset schedule to another rental schedule within the tax return.
6 votes -
UK Tax - Group Company Structure (Consolidated Accounting)
Is consolidation of company group structures - parent & subsidiaries - involving holding companies , inter-company transactions , on the tax filing roadmap for development?
If so, would this also include VAT group filings?Reviving this topic again as I've gone into Property and wanted to implement a group structure, how does Xero best deal with this structure interacting with subsidiaries within the group structure and for the purpose of consolidated accounts? Is Xero Tax also enabled for filing group company accounts?
4 votes -
AU Tax - Notes in Tax Return
There is currently no ability to type a Note relating to an item in a tax return. This would be for internal purposes only and provides a very handy audit trail.
4 votes -
Xero Tax: Ability to undo field labeled as "edited"
When preparing personal tax return on Xero, I accidentally edited the field "Your spouse's assessable income" in Spouse tab and now it's labeled as "edited"
It could be great if I can undo the 'edit' so the field can automatically generate data from spouse's return like how it was
2 votes -
BAS - Ability to adjust amount payable/refundable when preparing
My clients overpaid for BAS in previous quarter, results in CR amount on ATO portal.
It could be great if I can add this CR amount when preparing next BAS in Xero so they can offset payable/refundable amounts.2 votes
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