279 results found
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Xero tax (UK) | Balance sheet tagging
I was tagging my balance sheet and my VAT balance in the current year is a creditor but the balance last year was a debtor balance. Is there a way to tag them seperately so my debtors and creditors balances in the current and prior year are correct?
1 vote -
AU Tax - Sort dividends alphabetically in the return
The dividends are not sorted alphabetically in the return, although they are sorted in the prefill. Can we have the ability to sort fields included in the individual tax return worksheets, such as Item 11 Dividends, Item D5 Other work Expenses, and other similar fields.
This will make it easier to check and compare, and it looks much more professional.12 votes -
AU Tax - Beneficiary Title to include King's Counsel option
The Beneficiary Details schedule of the return will need to be updated - In the title section there should be a 'King's Counsel' option instead of 'Queen's Counsel'.
1 vote -
Xero Tax (AU) | One click tax estimate
One click tax estimate.
We often just print a tax estimate and it would be great to have one button for the tax estimate rather than having to unclick all the other options in the print menu.12 votes -
NZ Tax - Remove 901D sample templates from dropdown menu
We would like to be able to hide or remove the Xero sample letter templates as an option in the Tax Payments page. We would like to remove them so that tax admin staff don't accidentally use those templates instead of our custom branded templates.
5 votes -
Xero Tax - Column to show who owns the tax return
Would love to have the ability to add columns in the Tax Return tabs such as Partner or Manager so you can see who owns the return without having to open the return or go into the client.
1 vote -
Xero Tax - Import and export tax returns
It will be great if Xero tax can allow users to import & export to & from (from other tax software providers, i.e. HandiTax, MYOB etc.)
3 votes -
AU Tax - BAS/IAS filter to separate filings due on same date
BAS & IAS Filters.
We would like to be able to setup filters to separate BAS's & IAS's that have the same due date.
There is the option in the filter, tax type, to select 'Business Activity Statement' or 'Instalment Activity Statement', however, all Activity Statements are listed as tax type AS. We would like to be able to change the tax type to either be BAS or IAS.2 votes -
AU Tax | Email - View placeholders before sending
When preparing a cover email for documents being sent for signature, it would be great to be able to view the placeholders before sending the document, to check it reads correctly for the scenario.
1 vote -
AU Tax - Import from Xero to Label 11, 18 and other non business schedule labels
We should be able to Import data from Xero Ledger to Xero tax to Label 11 and 18 and other non business schedule labels. Currenly we cannot import dividends, interest and other expenses for investment entities which do not operate a business
3 votes -
Xero Tax (AU) | Tax Estimate - Deceased Estate
Xero gave us a tax estimate for deceased estates (but only within the first three years...), and on my very first trial of this new feature ran into a roadblock - I cannot find anywhere to input the PAYG Instalments paid by the deceased estate, therefore the estimate is inaccurate.
9 votes -
AU Tax - Copy last years tax return format
The ability to copy and use the prior year's ITR template to enable early lodgments for substituted accounting period. e.g. trusts with 31 December balance dates which are due for lodgement on 30 April, but template isn't ready until 1 July.
2 votes -
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 Tax - IF fields in Cover Letters
Would like the option to input IF fields into our tax returns like we can in Activity Statements. I have found I have so much more scope in editing my cover letters by putting in IF fields (eg IF the amount is payable, put in the line about the payment details. IF the due date is already past, replace the date with 'As soon as possible' etc)
It would be great in general to see more functionality in the cover letters - especially more merge field options, IF fields, and other extra lines depending on certain criteria within the return…2 votes -
Xero Sign - Increase number and allow renaming of custom Xero sign templates
Be able to label custon Xero sign templates and add additional custom templates.
2 votes -
Xero Tax AU - Add Compare Functionality to schedules
For the prior year comparable option in Xero - The compare functionality is only on the main forms, but can you include on schedules?? The prior year comparables only seem to appear re the Form C Disclosures, not any accompanying schedules - would love this feature to be so the comparison can be printed out
1 vote -
Tax returns - Default print order layout for all return forms
Thank you for introducing this for individual tax returns, but can you also create for all other form types?
6 votes -
Xero Tax (AU) | Calculator tool
I'd love a calculator tool in Xero Tax preferably one that is activated using hotkeys.
8 votes -
Xero Tax (UK) | CiC
Please can we have the ability to submit accounts and CT returns for CiC companies - this is the only thing that is preventing me from switching to Xero for all my submission needs.
9 votes -
AU Tax - Remove 0 in managed funds pre-fill from ATO
We have noticed an error, where, when managed fund distributions are prefilled from the ATO, a zero is put in the Item 24 - Other Income
This causes an error for each managed fund prefill that needs to be manually fixed by going in and deleting that entry in the schedule.
I just recently had a client with 15+ managed fund imports (owned jointly with his wife, so same issue on her side) which meant I had to waste quite a bit of time going into each schedule, only to delete the zero at the bottom.
If you could arrange…
31 votes
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