327 results found
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NZ Tax - Multiple IR833 Forms
At the moment, we can only add one IR833 per client when doing tax returns. It would be great to have the ability to add more IR833 forms, as otherwise, if the client sells more than one property, we need to file the forms directly through the IRD, which can be time-consuming.
5 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 -
PAYMENT LETTERS - ABLE TO SAVE COMMENT WITHOUT APPROVING/UNAPPROVING EACH TIME
We would like to be able to comment on the tax payment and save the comment, rather than making the comment and having to approve and then unapprove the letter to get it back to waiting for approval. This would also be good for tax notices that we ignore, as we can put a note as to why we are ignoring them.
2 votes -
Capital Works Depreciation Schedules
We need more flexibility in depreciation schedules to add Second Hand Capital Works Assets for rental properties.
When you buy a second hand rental property, the capital allowances available under Div 43 needs to be calculated on the original cost, however, the total amount remaining to be claimed will be less than this original amount. Fixed Assets in Xero does not currently allow for this. We need to calculate the depreciation on a straight line basis based on the original cost, not what we paid for it and we need to be able to include an opening written down value,…2 votes -
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 -
Xero Tax - Accounting for Stock movement
Accounting for Opening and Closing Stock.
In the Trust tax return and probably others, at Item 5 in the business section there is a plus icon you can press to open for 'livestock and produce trading'. In there you can record opening and closing stock, purchases and sales. Currently this is only feeding into the primary production section of the return. I would love to see an option to allow the same information for non primary production businesses. So that the stock can be clearly recorded for a retail business, or a share trading business for some examples. I recently…2 votes -
Add "Draft" watermark to returns
Add "Draft" watermark to personal tax returns
1 vote -
Xero Tax (NZ) Part year returns IR3s
If the part year return has be ticked, a box should be added in the tax calculation for us to include the part year adjustment as xero does not calculate this
2 votes -
NZ Tax - Add warning on IR4J if 7E and 8D are zero
NZ Tax -New item added Audit Check orange warnings - a check that advises the preparer that IR4J boxes 7E (Total Credits) and 8D (Total Debits) if they are zero and is this correct. This would check that the IR4J has been completed as this is occasionally missed
The audit check button should be available before the return is completed
17 votes -
superannuation lump sum
Superannuation Lump Sum
I am new to Xero Tax and trying to set up previous years tax returns for going live in FY2024.
I have several clients that have been paid superannuation lump sums in the past and I am can't put the historical data into the return which is needed as there are limits on these payments1 vote -
Printable 1099 report
Give a way to run the 1099 report so it can be saved as a pdf AND saved to "Published" reports. Bonus points if it can be included in advisor reporting.
1 vote -
W-9 request from contact page
Make W-9 request available from the contact page. Perhaps where financial details are manually entered. Why have to go over to the 1099 report?
1 vote -
Allow Cashbook Client users to access 1099 report
Allow users with "Cashbook Client" level permissions to access the 1099 Report
1 vote -
Auto journaling corp tax and locking the accounts after the accoounts have been filed through Xero
Auto journaling corp tax and locking the accounts after the accoounts have been filed through Xero
4 votes -
New GST return layout
New GST return layout and a few thoughts around it :-
1) when you export the PDF, the file name only shows as eg, GST return 01022024 for a GST return for period ending 31 March 2024. Why can't it show the client's company name, GST return followed by Period end date?
2) when you try to export the PDF with accounting firm logo - it doesn't seem to work and who has "minutes" to wait for it to download?
3? The body of the report is now in landscape which if the client were to print would…2 votes -
Bulk create tax returns
Every year we have to manually create tax returns for each client - would be great if the client is listed as an existing client on both XPM and ATO that XPM can bulk create the tax returns for that relevant year run. This would cut down a lot of admin time.
2 votes -
AU Tax - create custom suspend reason
AU Tax - create custom suspend reason - This would be great to use for reporting purposes when a tax return is placed on hold (or suspended).
1 vote -
Gross profit percentage on non statutory profit and loss report
The option to add a gross profit percentage to the non statutory profit and loss would be useful.
1 vote -
BAS - Allow connection where multiple practices connected
Ability to connect to connect to the ATO and lodge activity statements where connected to multiple practices.
We can lodge for clients we hold subscriptions for, but not for clients who self subscribe and grant us access.
Have been advised if you're connected to multiple Xero HQ practices with the same email address and you try to lodge activity statements in Xero with the ATO, you'll get the error message – SBR.GEN.AUTH.006. This is because Xero can't determine which practice you're lodging activity statements in.2 votes -
Sales Tax report with a document date
There should be an option of Payment date and Document date while generating “Sales Tax Report”
1 voteHi Aftab, just to make sure I understand your idea here. When you mention 'document date' would this be the issue date of the invoice or bill, associated to the tax item?
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