328 results found
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NZ Tax - Show Checksum# on front screen of returns
It would be great if the checksum # showed on the front screen of tax returns. When signed returns come back from clients out tax administrator must check this number matches before marking as signed. Currently they need to print and view to check. It would be so much quicker if this number showed on the front screen of the tax return somewhere.
2 votes -
AU Tax - Filter returns by client group
Need the ability to be able to add a filter in the Returns page to look at a client group.
Predominately will be used for bulk status updates, but I'm sure others could find more uses:
- approval of a group (sometimes approval from each individual return is not appropriate)
- "out to sign" once a pack is sent via FuseSign etc.
Would also be useful for a quick snapshot of where the group is up to instead of having to run a report or open the taxable group to see.
thanks! :)
2 votes -
Tax worksheet - re-order lines
Change the order of lines entered into worksheets. Either by drag and drop to re-order or having the ability to sort alphabetically.
2 votes -
AU Tax - Upload supporting documentation to tax return item in ITR
Just wondering if there is anything in the pipeline at all where you could potentially upload support documents, receipts, invoices etc behind the tax return item item while in the ITR. Would be a very handy function for individual tax returns.
2 votes -
Columns
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 votesHi 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?
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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.2 votes -
UK Tax - Set up alerts/notifications for tax returns
Ability to have alert when action is required for a tax return
Purpose: being able to react and action items quickly when needed. Prompted rather than manual checking.
2 votes -
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 -
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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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 -
Xero Tax (AU) - Colour code variances
Currently all ITR Notices of Assessment that come to Xero Tax with a variance are marked with an orange dollar sign ($).
It would help with variance investigation and client contact if the variances were colour coded so that positive variances (those that increase a refund or decrease a payable) are in a blue $, while negative variances (those that decrease a refund or increase a payable) are in the orange $. I would suggest green, but green is often used for 'this has been assessed and confirmed' so blue is a good compromise.
This will give a visual indication…
2 votes -
AU Tax - Deductions in tax returns based on ATO Benchmarks
It would be useful to have deductions in tax returns checked to categories established by ATO Benchmarks.
2 votes -
Xero Tax (UK) | Add 'Other' category for PPE
It would be great if there was an 'Other' category tagging option under PPE.
We have PPE in our ledgers that doesn't sit under any of the options currently available.
2 votes -
Xero BAS - Finalise BAS in a Xero file connected to the ATO, without submitting to the ATO
Problem: Xero connected to the ATO for activity statements. Client prepares monthly IAS (PAYGW only), Adviser prepares quarterly BAS (GST and one month's PAYGW). Adviser has to disconnect from ATO to finalise BAS in Xero and import into Xero Tax (to be able to send to the client for electronic signing and then making lodgement to the ATO).
Solution: make it possible to finalise the AS in Blue Xero without disconnecting from the ATO, allowing Client to continue submitting IAS to ATO from within Xero and Adviser to import into Xero Tax to send for e-signing and lodgement.
2 votes -
Adding Correspondence To Tax Return
It would be great and more efficient if we could add correspondence to the tax returns, rather than have to send separately via myIR.
1 vote -
VAT reconciliation - new features - all item show which VAT return it was submitted on
Like Sage I would like every item to have the VAT return Date and month it was recorded on attached to it and if/when it was adjusted which return the adjustment was submitted on as well.
1 vote -
Xero Tax Return signing
It would be great if clients can only see admin email (standard practice email) as a sender rather than staff emails as a sender. Example Invoice reply to standard organisation email rather than individual staff emails.
1 vote -
Add "Draft" watermark to returns
Add "Draft" watermark to personal tax returns
1 vote
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