322 results found
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Xero tax (AU) - Foreign Rental Schedule Capital allowance and Capital works Asset worksheets
Can you please add the ability to create a Foreign Rental Schedule Capital allowance - Asset worksheet and Capital works - Asset worksheet in Income Tax Returns
15 votes -
Tax - A shortcut CGT entry
Sooo many suggestions! A shortcut CGT entry, could be easily done by making the boxes in the CGT summary clickable like the expenses area. Thereby not having to complete a full schedule for everything.
3 votes -
NZ Tax - Option to toggle between client display name and legal name on ITR
Client full legal name should display on the individual tax return rather than their display (preferred) name. Or give us the option to choose which name should be pulled into which report.
3 votes -
Xero Tax (AU) | Calculator tool
I'd love a calculator tool in Xero Tax preferably one that is activated using hotkeys.
8 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 -
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 -
Xero Tax - Archive Draft tax returns
Currently, Xero only lets us archive the returns that are already filed (or are in the filed status).
There are scenarios, when the clients come in to do the tax return- we need more information and client does not respond. We do have an option of suspending the returns- however, these returns will still be left in draft making the draft tax returns list unnecessarily longer.
Xero is not currently allowing us to archive the returns that are in the draft status. Either we have to mark the return as 'filed' before it can be archived or these have to…
9 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 Tax - Import deductions for individuals from an excel file
AU Tax - It would save time being able to import deductions for individuals from an excel file.
5 votes -
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 -
AU Tax - Outstanding activity statement report
We want to be able to report on any clients with outstanding balances at any point in time, and be able to action it before the ATO start calling us or the client to chase the debt.
There is already a report on the ATO Portal – See attached screen shot. The report contains any AS’s that are overdue and also shows any clients debt/credit they may have on the ICA.
We also want to be able to safely ignore any and all statements of account that the ATO spam us with because often, they issue a statement of account…26 votes -
Xero Tax (UK) | Partnership LLP Accounts and Tax - SA800 for multi member partnerships
Partnership LLP Accounts and Tax - SA800 for multi member partnerships. Including the ability to produce individual allocation report of profit/loss for both UK members and overseas members
53 votesHi everyone, I wanted to share a further update on this idea. We are now making active steps to deliver a solution for the SA800 and accounts production for unincorporated partnerships. In the interest of transparency, we expect to be able to provide our partners with some of the core features to start using as soon as possible, however this will not be delivered before 31 Jan 2024. We will be moving as quickly as we can whilst also ensuring we're meeting your expectations therefore we can't provide a confirmed delivery date but we will provide further updates when elements are ready for partner testing in 2024.
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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 (NZ) - Allow nil FIF amount in IR3
The format of the 2023 IR 3 return does not appear to allow for a nil amount of FIF income. When nil is entered (which will be the case when the CV method produces loss), an error arises. The disclosure of FIF income (even if nil) may be important for statute barring purposes and will also avoid subsequent queries from IR (once exchange on information between countries lands on IR desks) on why a taxpayer may not disclosed offshore dividend income (where those dividends arose from FIF investments). The suggested fix of amending or notifying through MyIR seems to defeat…
10 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 -
AU Tax - Rental Schedule Apportionment
Currently the apportionment percentage for the rental is calculated for all income and expenses. However, in reality this is not always the situation. Sage has the ability to change the apportionment of each expense individually as well which is very useful, time-saving and error reducing.
51 votes -
Xero Tax (UK) | Ability to bring across more than 30 Fixed Assets
Xero Tax (UK) Ability to bring across more than 30 Fixed Assets.
I am really disappointed to find that after entering the Fixed Asset details into the register, Xero Tax only brings across 30. Can this be looked at as manual entry could be time consuming!4 votes -
Xero Tax(AU) - Change end date to date of death
For deceased individual clients, the period end date for their final tax return needs to be changed to their date of death. The tax return should not still be reporting the entire financial year.
There is a cell where we are able to input client date of death.
Recommending for product team to code this update so the period end date of these individual tax returns are also updated to reflect the Date of death.
10 votes -
Xero Tax (UK) - Reduce size of reports exported to PDF from Xero Tax
Reduce size of reports exported to PDF from Xero Tax such as personal tax returns, accounts and Corporation Tax Returns as they take considerably more space than previous software
2 votes -
AU Tax - Add 'amount of tax payable/refundable' column to All Returns - Filed view
All Returns - Filed Tab - please add amount of tax payable/refundable column
6 votes
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