279 results found
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Xero Tax (UK) | Import options in Xero Tax
Please add the ability for Xero Tax to directly upload a list of data (Excel or CSV) for;
1. List of Assets for capital allowances where the business does not use Fixed Assets Module
2. List of participators loans
3. List of projects for R&D8 votes -
AU Tax - Bulk Update Staff Access Feature in Xero Tax
The ability to bulk update staff access to client tax returns in xero tax. Currently, the only way to change staff access to certain clients in the xero tax feature is to go into each client file and change it individually. A bulk update function would be more efficient and less time consuming.
8 votes -
Xero Tax - Add a simple tax calculator
Tax calculator - Handi has a button you can press for a tax calculator, just enter the income and it shows the Tax, Medicare & offsets (low income & former low & middle income). Awesome feature that allows you to show a client quickly why their refunds are low. Also allows a quick cross check.
8 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) - Roll forward data to subsequent years filings
When preparing the second and subsequent years filings in xero tax for accounts and taxation, bring forward the settings, notes, tagging, engagement letter dates into the next year to save re-entering it all again
8 votes -
Xero Tax UK - Seperate accountants reports for Ltd Company and Sole Trader
Need seperate accountants report options for Ltd Company and Sole Trader
Currently only have this for Company accounts and if you edit it to be suitable for a Sole Trader, then it is not suitable for a Company.
Need to be able to choose between two options8 votes -
Xero Tax - Confirm the Foreign Income Tax Offset Calculation in Xero
Whilst this currently auto calculates, there is no calculation in Xero to confirm the return has the correct amount. This has to be checked manually, which can leave room for errors and requires extra work by users. It would be more efficient if the system could check this.
7 votes -
Xero Tax (AU) | Include Company PAYG instalment as part of the return
Currently this is required to be added as a worksheet. We would like to have this as a standard part of the return (like individuals)
7 votes -
Xero tax (AU) - Managed fund distribution for CTR, SMSFTR, TRT
can we have a managed fund distribution schedule in tax returns for companies, SMSF, Trust, and partnerships?
7 votesThanks for the idea, Christopher. We have a separate idea to understand the appetite directly for managed fund distribution for Trusts, here. Welcome to add your support there, too.
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Xero Tax(NZ) - Change Reply to email address
Change reply to email address:
Any user can send tax letters, but the reply to email address can be set as one specific email (much like in blue xero)For example:
staff1@accountingfirm.co.nz sends provisional tax reminders to clients, but when clients receive the tax reminder email, the reply to address is admin@accountingfirm.co.nzThis same feature is already available in Blue Xero when sending invoices
7 votes -
Xero Tax(AU) | Automate M2 (Medicare levy surcharge)
M2 Medicare levy surcharge - Number of days not liable for surcharge:
Can this be automated to an extent based on the Income for Surcharge Purposes field that is automatically filled? Have been caught out a number of times where the Xero defaults to 365 days not liable, however the threshold is exceeded due to combination of spouse income.
7 votes -
AU Tax - Tax Return states/status for HOLD
In the tax return tab we have the ability to have HOLD as a state/status so that they don't sit in complete or file.
7 votes -
AU Tax - Import dividend and shareholder details
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 -
AU Tax | Cover letter - Add Title placeholder
Need a placeholder for title (Mr/Ms etc) for cover letters. It should be an easy implementation, as tax returns should already have that as a label. We need it for the address section of the cover letter.
6 votes -
Xero Tax XPM - calculate the estimated PAYG instalment payable in SMSF Tax Returns
It would be good if Xero Tax calculated the estimated PAYG instalment payable in SMSF Tax Returns as we use this to inform our clients of what amounts they are up for in the new financial year, a very important piece of information for them to consider re timing and amount of cashflow outgoings. Xero Tax does it for individuals so not sure how difficult it would be to make it apply for all entities subject to the PAYG Instalment system.
6 votes -
Xero Tax (AU) | Tax return - Allow us to select which schedules get printed
Have a separate tick box to include/exclude the detailed disclosure (separate from other schedules).
We would like to be able to print schedules where required but not show all of the detail for the asset and liabilities disclosure. Allow us to select which schedules get printed with the tax return, rather than the all or nothing approach.
6 votes -
AU Tax - Show Period on the Activity Statement Substantiation Declaration
The 'Activity Statement Substantiation Declaration' page should display the period the activity statement relates to.
6 votes -
NZ Tax - Excess Residential Rental Deductions Carried Forward to auto populate
This can be entered in the losses area of the tax statement, but does not pull into the next years tax return so is a complete waste of time.
Normal losses pull through but these rental ones do not.
Please fix this issue.
These and normal losses should pull through from IRD - we shouldn't have to enter these manually as we currently do.6 votes -
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 -
AU Tax - Add 'amount of tax payable/refundable' column to All Returns - Filed view
All Returns - Filed Tab - please add amount of tax payable/refundable column
6 votes
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