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1038 results found

  1. Currently we have to create GST/Tax returns one at a time for our entire list. It would be great if we can create gst returns on the gst jobs in one go so we don't miss any on the outstanding report.

    2 votes

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  2. We wish we could use different sequence numbers for each branch and each department in one organisation.

    11 votes

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  3. A % state by state breakdown of turnover is required for professional indemnity insurance policies for accountants. It would be great if Xero allowed us to do a report by state picking up the postcodes off the invoices.

    2 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  4. 2 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  5. The current livestock schedule in trust tax return (and probably others) is insufficient.

    We calculate livestock on Market Value in the Financials and inset these figures into the Tax Return, then use the Reconciliation area to bring it back to Average Cost.

    This worked perfectly fine in MYOB Tax, as we could overwrite the average cost calculation in the livestock trading schedule. However in Xero Tax we can't overwrite the closing stock value.

    The best I've been able to figure is to eschew the livestock trading schedule altogether, inserting the sale under Other Business Income and manually filling out the…

    8 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  6. It would be great to be able to move job costs to another job in a similar way that you can move time sheets. More often than not costs are captured on an incorrect job and it is a "pain" to delete this and then to re-capture on the correct job.

    25 votes

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  7. Needed: an option button in Xero Tax which switches the Accounts between FRS 102 and FRS 105.

    The majority of our Clients only require FRS105 Accounts to be submitted to Companies House but they all ask for FRS 102 Accounts to provide to their Bank or for applying for mortgages etc.

    We also want them to sign FRS102 Accounts since they have much more disclosure and if Clients simply see the FRS105 version of Accounts, they question the fee we charge them for such a small output (not realising the amount of work behind preparing them).

    TaxCalc (which we came…

    25 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  8. There is currently no functionality to either re-name or disable the standard business structure types provided in XPM. For example "Not for Profit" is technically an entity classification - a NFP classification could apply to a Private Company, a Public Company or an Incorporated Association to name a few examples. We have used custom fields to profile these types of classifications separately. Currently, we have to manually review business structure profiles & update these where types outside our guidelines have been applied. It would save a great deal of hassle if unwanted types could be re-configured or disabled at practice…

    2 votes

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  9. Document packs that are cancelled, send a notification to clients. it would be good to be able to cancel the document pack and have the option of whether or not to notify the client.

    23 votes

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  10. Add 1 schedule to report packs for both tax and accounting depreciation methods

    5 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  11. Payroll Department Coding - to be able to put a department code on all payroll categories and report to show employee name/gross wages/department coding assigned to payroll. The only way in Xero at the moment is through timesheets but this does not allow for all payroll categories to have a department code allocated. And when producing a timesheet report it does not show the $ gross wages for each employee only the hours. Need to include coding on allowances, leave and super.

    26 votes

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     ·  5 comments  ·  Xero HQ  ·  Admin →
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  12. In the bank account tab it would be good to have a tick box where you can select the accounts you want in your report. I have some client with 6 or more different bank accounts. If I only have two with un-coded transactions, being able to tick those two and then run the report would be practical and easier for my clients to follow.

    17 votes

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     ·  3 comments  ·  Xero HQ  ·  Admin →
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  13. When I use Xero tax it pre-populates the tax agent number overriding the previous entry in the previous year. We want this to be the client phone number due to we want the ATO to contact them.

    Every tax return it is taking manual labour to change the phone number from the pre-populated phone number.

    We'd like the option to pre-populate the client phone number like other client information.

    We'd prefer to not have to delete any details to replace the phone number and this was resulting in tax return error.

    19 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  14. Make it so that when the document is closed, it returns to the same page with the same selection conditions that were before working in this document?

    1 vote

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  15. Have the ability to add extra info to the top level view of a client, or members of a client group, within XPM such as ABN or TFN without having to open the client record to find the details - particularly helpful for large client groups with many entities and individual members

    1 vote

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  16. When Copying a Job currently the Job Category does not get copied. This should be changed to copy the previous Job Category.

    1 vote

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  17. Please can we have a simple Tax Return Status report that we can run by tax year (or other appropriate filters) that shows all the relevant fields that I can see on personal tax return screen.

    This way we would be able to run a report for a particular tax year and see who we still have to do by way of a control check. This would also be useful on the company tax and accounts side

    I would also like to see a date finalised on there so we can review and plan for the next tax season

    I…

    11 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  18. We have lots of Xero systems that belong to one client, one of their admin employees left and we had to remove their e-mail address from each Xero system manually. It would be much easier if we had users' directory and be able to filter by e-mail address and remove people much easier from the associated companies.

    2 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  19. It would be helpful if XPM could automatically select 'Split Provisional 50/50' for clients since the system already has the information from the IRD to do this. This would stop clients future provisional tax showing incorrectly on a current tax return and in tax payment reminders and would instead ensure the figures advised to pay agreed to the IRD's figures without us having to manually intervene.

    6 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  20. With Xero Ask queries you specify a due date but if the query is not replied to there is no reminder sent to the client once the date has passed.

    Can we please have reminders automatically sent, much in the same way invoice reminders are sent.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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