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For accountants & bookkeepers

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327 results found

  1. It would be great if Xero could extract data from the form W-9 and update the associated fields in the contact.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  2. Show the most recent IR Mark for Personal Tax returns on the main page rather than having to download the SA100 to view it.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  3. AU Tax - Printing Return Not Necessary tax returns

    Currently Xero tax can print tax returns by withholding the TFN Numbers which is really good. However, if that same functionality can be added to CURNN- Return Not Necessary would be great.

    1 vote

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  4. Can we make it possible to amend the 'Shareholders' funds' heading on the statutory balance sheet for companies Limited by Guarantee.

    (or remove the assertion in the Xero Tax guidance that it works for companies Limited by Guarantee)

    1 vote

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  5. We, as a tax agent, would find it extremely useful if we could set a default payment letter template for each client - maybe have a selection option on the client page. Then when we send out bulk payment letters we know they are going to receive the correct details each time.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  6. In "Tax" tab, at the moment if youlook up a return in "draft" then go back you are automatically taken back to "All Returns" - if you were able to stay in the same heading that would save time rather having All Returns as default

    1 vote

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  7. 1 vote

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