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For accountants & bookkeepers

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1059 results found

  1. Ability to complete the 'NRIDRAR - PAYG withholding from interest, dividend and royalty payments paid to non-residents – annual report' direct from Xero

    Complete in a similar manner as to how 'Taxable Payments Annual Report' is completed

    9 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  2. The old version of profit & loss will retire in 31 July. However, the departmental combination report is really helpful. As per attachment, it compares the performance of each department on one page. It is much easier to use and review the performance. Currently, no other report has the same function.

    The new version of p&l also has the function to filter the p&l for each department. However, there is no combination report as the old version.

    It would be really helpful to have a combined departmental report as the old version of p&l.

    3 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  3. Please add the account code column?
    I also wish to have the exported documents sorted by account code or account name.

    2 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  4. 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

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  5. I was tagging my balance sheet and my VAT balance in the current year is a creditor but the balance last year was a debtor balance. Is there a way to tag them seperately so my debtors and creditors balances in the current and prior year are correct?

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  6. We would like to have the following additional schedules:

    • Company Tax Return - business schedule

    • Individuals - Depreciation schedule allocated against partnership income

    27 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  7. Wouldn't it be great to be able to link the Prepaid Borrowing Costs from the Balance sheet to the Borrowing Costs working paper and have a journal entry that filters through to Xero for the annual write off amount. This is a such a simple thing that would once again save time when it comes to processing.

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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  8. Would it be possible when pulling account transaction reports from Xero to add the account name, instead of having it say Account Transactions?

    1 vote

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     ·  1 comment  ·  Workpapers  ·  Admin →
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  9. I have moved to Xero Tax from Reckon Elite, but just realised that Xero Tax does not have a Notification of formation of consolidated group schedule.

    As a tax agent, it is crucial to have this schedule to update client's consolidation status, including updating joining/leaving subsidiaries.

    It would be great if this can be added as quickly as possible.

    5 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  10. 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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  11. Can you please allow Estimated Billing dollar amounts and WIP data to be accessed by third party approved apps.

    We have FYI Docs connected and they integrate with Xero Job Manager. They can only show WIP on jobs as time amounts not dollar values. Seeing actual WIP in hours is pretty much useless.

    This is critical for our practice as we use FYI Docs Job Manager. We currently have to also have a excel document running along side it that needs manual updating so we can view Estimated Billable amounts on jobs compared to the budget.

    2 votes

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  12. It would be useful if the Tax Payments screen in Xero Practice Manager had an "all" tab, where you could see all tax payments due (for a certain date). This is useful if you don't know what stage a certain letter is at.

    1 vote

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  13. A client user console with the ability for that user to log in and see queries on multiple entities rather than have to click on every email. eg. particularly useful when asking queries to a bookkeeper or financial planner on multiple different clients so that they can track all their queries in one location.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  14. The Beneficiary Details schedule of the return will need to be updated - In the title section there should be a 'King's Counsel' option instead of 'Queen's Counsel'.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  15. Request ability for individual users to view their own time recorded under Business Menu without having visibility of all other practice users. There are custom reports you can build to report on time recording but the problem is you can't easily see the total time recorded per day for each staff member for the previous or current week, to check for any gaps. It's not ideal for monitoring time recording, whereas the view under Timesheets in the Business menu is much easier to see at a glance if any days are blank or short in time. However, it is not…

    1 vote

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  16. 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

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     ·  7 comments  ·  Xero Tax  ·  Admin →
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  17. I want to be able to update start and end dates on jobs easily in the all jobs screen. Would help a heap with annual accounts planning

    3 votes

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  18. The search was recently changed so you could search by client, but now if I search for 'GST' it will bring up all jobs with GST even in the description (i.e. a bunch of annual accounts and other jobs). Can the search be limited to Job Name rather than the detailed description in the job?

    2 votes

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  19. It is not really Xero HQ, it is in MyXero dashboard and in subscriptions where you can input a client code. This is the code that then shows on the CSV file attached to the monthly Xero bill for client subscriptions. At the moment this client code can only be input manually. We really need the ability to export client subscription list and re-import with a client code so that it would make allocating client Xero files for billing easier each month. At the moment this is a manual task that can only be done by someone that knows which…

    10 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  20. Could we have the option to send out accounts and tax returns without a date on them, so that when the client signs them via E-sign options, the date can be updated to reflect the date they signed?

    We have been embracing Xero Tax for all our company accounts and tax returns this year, to really identify what still needs to be addressed and provide that feedback before we abandon our existing software.

    11 votes

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    3 comments  ·  Xero Tax  ·  Admin →
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