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  1. it would be great if the tax offset from superannuation income stream could be automatically calculated like how the MYOB AE Tax does. Instead of manually enter the number in the box.

    19 votes

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  2. Would be good if there was an option to reorder the pages in a tax return, primarily to be able to bring the tax estimate to the front page of the tax return as that tends to be the key information the client wants to see and it is buried at page 3 or 4 of the tax return when printed.

    13 votes

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    3 comments  ·  Xero Tax  ·  Admin →
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  3. 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

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  4. When we send out an Activity Statement, a tax return, an fbt return, etc... is it possible to CC another contact? (one that isn't required to e-sign but is required to see the return and payment information and just be kept in the loop in general)

    15 votes

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  5. Failed Activity Statements appear to be unable to be cleared so continue to sit as an action item.

    Need to have mechanism to clear as lodged rather than having continue to sit as an item needing action forever.

    6 votes

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  6. Where the notices are the same screen. It would be helpful if it held your sorting order. When you click on a date to accept the assessment, when you return to the list it is back in date order. I'd like to keep it in client name order.

    4 votes

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  7. We would like to have the following additional schedules:

    • Company Tax Return - business schedule

    • Individuals - Depreciation schedule allocated against partnership income

    27 votes

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  8. 1 vote

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  9. For PSAR, you can import an empdupe file to populate everyone's PSAR information (address, tfn, dob, name, etc.)

    We want a similar function using csv import for company tax return when importing the shareholder details whom received dividends from the company in question. It was painful to manually enter 27 shareholder details and their divdiend payment through your company tax return schedule.

    7 votes

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  10. The Ability to Apportion the "Motor Vehicle Schedule" to different item labels in the tax return. It would be really handy if we have that option.

    24 votes

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  11. Needed: an option button in Xero Tax which switches the Accounts between FRS 102 and FRS 105.

    The majority of our Clients only require FRS105 Accounts to be submitted to Companies House but they all ask for FRS 102 Accounts to provide to their Bank or for applying for mortgages etc.

    We also want them to sign FRS102 Accounts since they have much more disclosure and if Clients simply see the FRS105 version of Accounts, they question the fee we charge them for such a small output (not realising the amount of work behind preparing them).

    TaxCalc (which we came…

    26 votes

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  12. Ability to have Xero Tax for businesses, not only for Partners

    110 votes

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    61 comments  ·  Xero Tax  ·  Admin →
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    Hi everyone, though appreciative of the idea. This is a function available through the Xero Tax Product with a Xero advisor, and we don’t have plans for developing this capability from within a Xero organisation.

    You can find an advisor to suit your full business needs through Advisor Connect.

  13. When completing employment earnings and benefits from Xero Payroll into Xero Tax, it would be really useful to have the two linked. This reduces repetitive tasks and reduces input error.

    9 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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    Hi Michelle - thank you for raising. We can definitely see how this would help. I've checked with our Product team and this is something that is not currently on our immediate roadmap. However, we will continue to monitor this. In the meantime, we are in the process of adding integration with HMRC to pull employment data for all individuals.

  14. Ability to file individual auto assessments following Request for More Information from IRD.

    18 votes

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  15. To be able to run report which will show the Gross Taxable Income for taxpayers across the practice.
    That is, similarly to how can print report for all clients in the practice which shows the current filing status and date tax return was filed, be able to print a report for all clients in the practice which shows their Gross Taxable Income for the year.
    This functionality will be helpful especially for eg checking if a Client is entitled to the Cost of Living Payment.

    3 votes

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  16. 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

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  17. Trust Tax Return Reports - Summary Only and Summary and Worksheets - to be able to print the Trust Reporting Requirements pages (Annual Accounts information, Settlor & Beneficiary disclosures) as a separate report. The Summary Only and Summary and Worksheets Reports be as previously, that is the one page summary of income & tax (plus Worksheets when selected).

    17 votes

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  18. Would love to be able to re-arrange line items in Tax Returns as we have everything listed in alphabetical order. In HandiSoft, we could click and drag lines.

    Example situation:

    Shares in 2020
    BOQ
    CBA
    WBC

    Shares in 2021
    ANZ
    BOQ
    CBA
    WBC

    To add in ANZ, we need to delete BOQ, CBA and WBC, add in ANZ and then re-add BOQ, CBA and WBC. Very time consuming if there are multiple lines to add.

    23 votes

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  19. Be able to tag and bulk prepare/lodge client update reports at the end of the year to remove clients from our tax agent list.

    4 votes

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  20. Show the difference between the original tax return and the amended tax return in the clients tax estimation sheet.

    87 votes

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