327 results found
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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 -
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 -
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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Xero Tax (UK) | Personal - Show Box numbers
Can the personal tax screens/forms please show the relevant HMRC box numbers - like the Corporation Tax forms do?
1 vote -
Avalara for Canadian Xero Accounts
US Xero Clients have Avalara built into Xero as the Auto Sales Tax feature. With legislation changing significantly around Sales Tax in the US, Canadian Companies who sell into the US would really benefit from having the same feature available to them.
1 vote -
1 vote
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pre-lodge button for pre-2018 AU tax returns
Ability to pre-lodge tax returns for all pre-2018 tax returns in Xero Tax AU, this will help reduce the amount of lodgement errors upon the lodgement of tax returns.
1 vote -
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 -
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 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 -
Tax filing
We are required to enter invoice numbers and tax ID numbers of suppliers when loading taxes onto the local tax returns portal. Is there any specific report that allows to generate a report that shows, supplier tax ID, supplier invoice number, total invoice amount and total tax included, all together in a repor, so that our tax filing is hassle free.
1 vote -
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 -
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 -
Personal Tax (UK) | Option for Estimated figures, as well as Provisional
Xero Tax UK. Please could you add in the option for estimated figures as well as provisional figures as they are not the same thing!
There is a distinction between estimated figures and provisional figures on a UK SA tax return. Currently, Xero UK SA Tax only has the option for provisional figures which means that you will come back and revisit the tax return.
We also need the option for estimated figures which are your best and final estimate so no intention to revisit the software. Other UK tax software has this!
1 vote -
AU Tax - Sign status change 'Out sign' to 'Out to sign'
Hey Team
The Sign status under the 'To sign' tab can this be changed from 'Out sign' to 'Out to sign', as it more clearly defines the status of an outstanding return.1 vote
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