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1058 results found

  1. XPM Standard reports - we need more filters added here for example ability to select partner/manager instead of running the full list. even being able to filter by job category would help on all standard reports.

    1 vote

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  2. It would be fantastic if we could add another Relationship type in XPM, namely 'Unitholder' so we could link the unitholders and their holdings with the Unit Trust.

    63 votes

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    Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.

  3. US Tax - Create Schedule C Report with Full Cost (Total/Gross Cost Inclusive of Sales Tax) for tax return. Currently, it will pull the amounts without the sales tax (created when you match a transaction/enter an invoice using tax on purchases amounts) into the report, which is under-reporting the amount for the Schedule C tax deductions.

    The current work-around is to pull the transaction reports for each account and use the Gross amount from those reports in Excel to link back to the Schedule C report.

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  4. Xero advisors in the US are climbing an uphill battle since Xero is not well known, I would love it if I could get on the advisor directory with less points. I cant get Xero clients without the directory but I cant get the directory without Xero clients. Its a catch 22

    1 vote

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  5. I run a small firm and for me it is not worth subscribing to your esign bundles. I need approximately 10 signatures a year and paying £60 for 10 signatures is not a justifiable expense to me. You should offer either a smaller bundle of 10 signatures or maybe a pay by signature option.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  6. 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

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     ·  4 comments  ·  Xero Tax  ·  Admin →
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  7. I'm looking for a report that shows me job workflow state changes. I'm sure XPM stores this data, but doesn't seem to report on it anywhere.

    Essentially, I'd like (for jobs that meet some search criteria, creation date or job name or whatever else):

    State changed date
    State changed from
    State changed to
    State changed by user

    This is effectively an audit trail on the progress of a job (or ideally, multiple jobs). The fact this can't currently be done (unless Xero Support has pointed me wrong, in which case please do correct me!) is mind blowing!

    6 votes

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  8. 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

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    0 comments  ·  Xero Tax  ·  Admin →
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  9. General Pool Depreciation - Using the General Pool feature does not list the assets that have been pooled. It is useful to be able to review assets owned by an entity and the details of the purchase.

    31 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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    Appreciate you'd like to add more detail for assets within a pool. 

    Atm, we don't have direct plans for developing this, however we'll continue to track interest here, so keep adding your support. 

  10. Automatic Activity Statements - Partner/Manager Fields.
    Is there a way for the creation of Automatic Activity Statement Jobs to have the Partner and Manager for the entity pre-filled on generation?
    It is time consuming to go through each AAS Job and assign Partner/Manager so it appears in worklists.

    8 votes

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  11. Adding a disclaimer & changing the substantiation declaration on the tax returns - our old system used to have this that the client could sign which we would like to make adjustments to but we have to manually add this on to tax returns in Xero tax.

    4 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  12. I would like to be able to have a selection of criteria for the standard Job WIP Balances Report that allows me to produce that report by certain fields in the report ie Name, State. Also by adding the following criteria would also save me a lot of time exporting and trying to sort by:
    1. Client Group; or
    2. Manager.

    3 votes

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  13. On the reconciliation screen in the bank account, if a transaction is being picked up by a rule, could we see both which rule it is being picked up by as well as the name, account, description, and tax details that the rule is using?

    2 votes

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    Thanks for the idea, Garrett. This isn't in any plans at the moment, but we'll keep an eye on it as the team are thinking about this in the wider context of the bank reconciliation process.

    In the meantime a workaround could be to include those details in the title of your bank rule. For example Supplier Name - Motor (20% VAT)

  14. Given Xero has an IR3 Rental Schedule form and Home Office Work Papers why does the business schedule workpaper only have line by line capability and not a business schedule equivalent to IR's IR3B business schedule? Why is this helpful, it means we have the ability to put in front of the client not only the income and expenses relating to their small enterprise (i.e. usually don't warrant an accounting product) and provides traceability for fixed assets and depreciation claimed.

    https://www.ird.govt.nz/-/media/project/ir/home/documents/forms-and-guides/ir1---ir99/ir3b/ir3b-2020.pdf?modified=20210305034434&modified=20210305034434

    4 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  15. IRD has $ for 3 provisional tax payment dates, however the Tax Payments listing only shows the next provisional tax payment due and misses the 2nd and 3rd ones until the date of each provisional tax payment has passed. It would be more accurate to have all tax payments showing on their due date regardless of the date of viewing.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  16. If I had a spend / receive money report I could just review it against my AR and AP reports.

    2 votes

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    0 comments  ·  Workpapers  ·  Admin →
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  17. 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 options

    7 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  18. We are using the 'Client Queries' function for the first time this year.

    In Workpapers, each time a request for information is sent to a client, the 'Queries History' logs that an email was sent to the client, however there is no record of the content of the email sent for the client.

    We usually would save all emails to clients on file so that anything can be clarified if needed, but have noticed there is no ability to view the email content.

    2 votes

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    0 comments  ·  Workpapers  ·  Admin →
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  19. Once filleted accounts have been filed, there is no option to add or remove the detailed P&L to the full statutory accounts.

    1 vote

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  20. The Journal report does not show any currency information, it would be very helpful to chow to currency and the debit/ credit source amounts.

    4 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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