322 results found
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Xero Personal Tax (UK) amount due column
We have been trying to match up a self assessment refund we have received for a client but can't find the matching amount.
Would be possible to say add an extra line onto the dashboard which shows that year's tax return amount to be paid or refunded.
3 votes -
pre-lodge button for pre-2018 AU tax returns
Ability to pre-lodge tax returns for all pre-2018 tax returns in Xero Tax AU, this will help reduce the amount of lodgement errors upon the lodgement of tax returns.
1 vote -
AU TAX - Capital Gain change of Discount percentage
When completing a tax return for foreign residents we needed to adjust the discount rate for the property that they had sold. Xero had no way for us to change the discount percentage so we said that we used the other method to not include discount and then added the discount we should be able to claim to the costs in the Capital Gain Worksheet. As per Xero Support this was the only solution. Can you please incorporate a way for us to change the discount rate of a CGT event?
2 votes -
Xero Tax - Export/import full general ledger from clients software
line for previous assessment if return is amended so correct estimate will appear
private use for depreciation in ledgers
ability to export / import clients xero full ledger into our ledgers instead of manual journal2 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
2 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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UK Tax | Company - Liquidation & Cessation Accounts and CT Returns
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.
3 votes -
AU Tax - Loan accounts to appear in Liabilities when imported
see
CX0014715231.When Importing from blue Xero to green xero - populating the tax return with data prepared on blue xero, the loan accounts with bank feed always appear in ASSETS section and no matter how many times we import that figure in the liability section, it appears as negative and thus unable to lodge
1 vote -
AU Tax | Cover letter - Add Title placeholder
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.
5 votes -
ATO Post Billpay & PRN
See CX0014786193 and
CX00141959901/ For ACTIVITY STATEMENTS - xero already retrieves the bpay details. Can Xero retrieve the Auspost billpay details, and ATO PRN details for credit card payment too to be printed/esign emailed when generating the Activity statement?
2/ For Income tax returns - for entities that have a payable result, can Xero retrieve the bpay, post billpay, and PRN details that can be printed/esign emailed along with the tax return?
3/ and for ITR, can Xero retrieve the bpay, post billpay, and PRN details so that it can be sent along with the OoA email/print out?
1 vote -
Trust distribution income in Company tax returns - attached franking credits to flow through to tax offsets section
Currently there is no option to create a worksheet behind the trust distribution income at 6E, when completing company tax returns with a trust distribution income (eg from investments). You need to enter the gross distribution at 6E and record attached franking credits separately in the calculation statement at 'Refundable tax offsets'. It creates confusion for some of the junior staff as they can easily put this amount at 7J as franking credits which isn't correct.
2 votes -
Print TFN Regardless Of Return Status
Be able to print a tax return showing the TFN if the status of the return is completed or further along up to and including filed.
1 vote -
AU Xero Tax - automatically populate tax agent fee from invoice raised in Xero as deduction in tax return
I think it would be great to have Xero Tax automatically populate tax agent fee from invoice raised to client in the past year as deduction in tax return
1 vote -
Tax filing
We are required to enter invoice numbers and tax ID numbers of suppliers when loading taxes onto the local tax returns portal. Is there any specific report that allows to generate a report that shows, supplier tax ID, supplier invoice number, total invoice amount and total tax included, all together in a repor, so that our tax filing is hassle free.
1 vote -
medicare levy
Change wording of Medicare Levy has it is a double negative. Change the wording to something like: how many days were you not covered by private health?
1 vote -
Xero Tax- Change wording of Medicare Levy question
Change/Simplify the wording of Medicare Levy item M2-A regarding number of days not liable for surcharge. The question is a double-negative and hard to comprehend sometimes.
Suggestion: "How many days was the taxpayer covered by Private health during the year?"
2 votes -
NZ Tax reports : Tax Statement Balance" Field as well as the "Payment Amount" field in one report
Open up report fields so that you can select the "Tax Statement Balance" Field as well as the "Payment Amount" field. This gives us the ability to compare what XPM has as due and what the IRD has as due without having to export and complete complicated Excel actions.
1 vote -
BAS - Update button on Activity Statement
I have recently started switching clients to the New BAS Experience - Full BAS.
I run the Activity Statement and export it so I can check the "Transactions by Tax Rate" and make changes.
I have noticed that when I click back on the "Summary" tab, the report does not automatically update (it does under previous BAS experience) and there is also no "Update" or "Refresh" button.
The only way to get the report to update is to hit the refresh on the web browser.
This is another case of removing functionality.
Please make the report auto update, like it…3 votes -
Personal Tax (UK) | Option for Estimated figures, as well as Provisional
Xero Tax UK. Please could you add in the option for estimated figures as well as provisional figures as they are not the same thing!
There is a distinction between estimated figures and provisional figures on a UK SA tax return. Currently, Xero UK SA Tax only has the option for provisional figures which means that you will come back and revisit the tax return.
We also need the option for estimated figures which are your best and final estimate so no intention to revisit the software. Other UK tax software has this!
1 vote -
Xero Tax (AU) - Map Tracking categories in tax return
Allow mapping of tracking categories in Xero Tax.
Xero Blue is better catered for tracking category use as opposed to subaccount creation, however, tracking categories from Xero Blue are unable to be mapped in Xero Tax. Therefore, manual entry is required to populate multiple schedules in Xero Tax.
Example:
• Client has two Rental Properties, therefore will have two Rental Schedules in the ITR
• Income from both properties is mapped to a singular GL Account ‘Rental income’
• The Income in Xero Blue file is segregated by tracking category option, e.g.
o Tracking Category: Property
o Category Options: Property…10 votes -
AU Tax - Sign status change 'Out sign' to 'Out to sign'
Hey Team
The Sign status under the 'To sign' tab can this be changed from 'Out sign' to 'Out to sign', as it more clearly defines the status of an outstanding return.1 vote
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