278 results found
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Xero Tax - Print Tax Summary as a separate report
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 -
AU Tax - Ability to set up alerts / notifications for tax returns
Ability to have alert when action is required for a tax return
Purpose: being able to react and action items quickly when needed. Prompted rather than manual checking.
17 votes -
Xero tax (AU) - Foreign Rental Schedule Capital allowance and Capital works Asset worksheets
Can you please add the ability to create a Foreign Rental Schedule Capital allowance - Asset worksheet and Capital works - Asset worksheet in Income Tax Returns
16 votes -
Activity Statement - pre-populate W1 and W2
Pre-populate W1 and W2 fields in the Activity Statement when using an outside payroll program. This would save time and reduce errors.
16 votes -
Xero Tax (UK) | Roll forward average number of employees
When entering the average number of employees in the notes, it would be great if Xero could bring forward the amount entered in the previous year to save time checking what it was!
16 votes -
Xero Tax(AU) - Print asset depreciation table for TRT
Please add the functionality in Xero Tax for the TRT to print out an asset depreciation table, like the CRT or ITR tax forms.
15 votes -
AU Tax - Ability to cc another contact
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 -
NZ Tax: Customise style on tax return PDFs
Being able to style pdf versions of Taxation Returns like you can with Financial Statements in Xero (i.e., custom watermarks, print with/without branding etc.)
14 votes -
AU Tax | Fringe Benefit tax - Comparisons
Comparison year for FBT return.
14 votes -
Xero Tax (AU) - Add "Draft" watermark to returns
Some clients want to review their tax return on a PDF format hence it would be helpful if there's an option to put a "draft" water mark
13 votes -
Xero Tax (UK) - Ability to bulk update format of director name
In Xero Tax, you should be able to change the name format for all directors even if they've been appointed after the Accounts Year End. Currently if you've changed the name format for directors previously from 'SURNAME, Name' to 'Name Surname' when a new director is appointed post year end, they are brought into the company information page with 'SURNAME Name' format and there is no ability to change the format to 'Name Surname' to match the others so you then need to change the other directors to 'SURNAME Name' format to match. The ability to change format is a…
13 votes -
AU Tax: CGT - Allow pro-rata of private use days
The CGT worksheet does not allow for pro-rata of capital gain based on private use days.
13 votes -
Xero Tax (AU) - Ability to re-order pages before printing
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 -
AU Tax - Running balance available in Xero Tax to check amt payable
It would be great to be able to see the balance owing once the BAS is submitted....have a client in credit and had to log on to my OSFA portal to check the running balance to let them know whether they had to make a payment yet. Would be great to get this data into Xero tax somehow. Anything that avoids us having to use the ATO portal is a great move
13 votes -
NZ Tax - Include GST tax type for tax statements report
It would be useful if in the Tax Statements reporting data set, we could also see GST statement data (currently only Income Tax and SLS show) so that we can check for unpaid GST balances.
12 votes -
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 -
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 -
Xero Tax - PAYG Instalments Estimate For Individuals pre-ticked
PAYG Instalments Estimates pre-ticked
The Print PAYG Instalments payable on the individual tax return Estimate page defaults as "No". This needs to be manually turned on, and even if the client has generated instalments it will not appear on the tax return unless manually selected. Preparers and reviewers may miss this. If it was set on as default then it would not be missed.
12 votes -
VAT Returns: Submit for client approval through Xero
I really would like to see an easy way for asking clients to approve VAT returns, rather than downloading the returns and emailing clients.
12 votes -
Xero Tax(AU) | Tax returns - Include cents in HELP repayment calculation
I have noticed that Xero rounds the HELP repayment to the nearest dollar when estimating the tax outcome for individual tax returns however the ATO does not round the HELP repayment when issuing the notice of assessment.
Can Xero update the HELP repayment calculation to include cents instead of rounding to the nearest dollar?
12 votes
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