1326 results found
-
XPM - Insert a merge field/placeholder into Task description
It would be helpful to be able to insert a merge field such as 'Tax Year' into the description of a task. Handy when it comes to preparation of the invoice as not all returns are for the current year.
4 votes -
NZ Tax - IR3B Business Schedule with Fixed Asset Schedule
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.
14 votes -
AU Tax - Rental Schedule Apportionment
Currently the apportionment percentage for the rental is calculated for all income and expenses. However, in reality this is not always the situation. Sage has the ability to change the apportionment of each expense individually as well which is very useful, time-saving and error reducing.
94 votes -
Practice Manager | Clients - Date of death field for client details
Date of death field to add in to client details would be helpful
254 votesHi team, we appreciate your engagement and letting us know how a field for adding a clients date of death would help you when working with Xero. We understand having this field would save time hunting around for info when you're preparing tax returns and other client work, and we want you to know this work is being prioritised for development with our product teams.
As soon as there's more progress we'll share an update on this, with you all here.
-
Hubdocs App - the ability to add expense code and tracking category
Currently clients can't code or assign a tracking category on the app
18 votes -
Xero Tax(AU) - Tab for Returned
Would we be able to have a tab in Xero Tax between 'To Sign' and 'To File' - called 'Returned' - so that any ITR or AS that has been e-signed is moved across into that tab?
19 votes -
XPM - Add a new Client Information link
Requesting a feature that auto-populates client info in XPM via a secure link that we can send to the client, allowing admin team approval, enhancing privacy for sensitive data like TFNs, and reducing form completion errors
4 votesHi team, we appreciate your involvement in Xero Product Ideas and letting us know the value of this idea for you. While it's not something we have direct work for atm, we'd like to get a good sense of the interest by continue to track through the community here. We'll update if there's any news. Thanks
-
User access - Administrators HQ access to client files
We are getting an increasing amount of (sometimes angry) pushback from clients where when we add Administrators to our HQ account, they are automatically given full permissions over any linked client Xero files, as well as all our ledger files. We are a large firm with over 15 Administrators.
Please give us the ability to CHOOSE, if we want to add all administrators to all files.
OR
Create an administrator role that doesnt need to add them as a USER to each client file.Imagine you have a Xero file for your own personal business, and suddenly notice 13 people…
6 votes -
Workpapers - Ability to set period that workpaper is run across
Workpapers to run for periods (not just years) and for periods ending not on a month end.
The majority of my clients have a year end with 5 April. At the moment i would only be able to run the work papers to 31 March. I also have other clients with year end dates throughout the year.
In addition to this, I can only run the workpapers for a full year. What happens if a business ceases. Often we need to run a set of accounts, and therefore workpapers, for a shorter/longer period.
38 votes -
XPM - Change the automatic due date when creating a job
Set a default Due Date when creating jobs that is not 'today'.
8 votes -
Client access to Report Templates
Client access to Report Templates
In Xero HQ as a partner we have the ability to create report packages however it is only for use within our practice, it would be really helpful if we had the option to share these with our clients.85 votes -
Reports - Option to build Xero blue reports into Xero HQ
Report Building - Ability to choose any report from Xero Blue to add to the reports. Especially payroll reports.
Ideally, I would like to be able to build a set of management reports that include things such as accrued annual leave and long service leave. Annual days to pay on AR, average days to pay per client and other KPI type measurements. Is there away to build out own templates that can go into payroll and other areas of Xero to create these
6 votes -
Reports - Summary breakdown on VAT report
I would like to see on the front sheet of the VAT report a Summary break-down by VAT code showing Total, Net and VAT by each VAT category.
Is this something you are currently working on and if so when would it be available to us.5 votes -
Hubdoc - Support CSV bank statement conversion for South African banks
Please add South African banks to the list of supported banks in hubdoc to covert bank statements to CSV
8 votes -
Xero Tax - Notify if client's Bank Account details are missing before filing
A section in Tax on XPM it notifies you that an ITR doesn't have bank account details entered before filing.
This will help solve the issue of filing tax returns with missing client bank accounts for refunds.2 votes -
AU Tax - R&D Schedule to automatically fill Part B7 and Part B9
The R & D Schedule does not automatically pull through the following items in the tax return:
R & D recoupment amount (Part B -7) - This amount is required to be manually entered on the income tax calculation statement at label M, R & D recoupment tax.
Total clawback - additional assessable income (Part B - 9) - This amount is required to be manually entered in the reconciliation spreadsheet, Other assessable income, label B
4 votes -
Practice Manager - Client Search History
Client Search History: being able to see the clients in XPM that you have searched for recently/previous 24hrs. When needing to go back to a client you recently searched and updated etc and need to go back into same client or cannot remember client name etc. Would have thought this would be 'standard feature' as in other progams we use
3 votes -
Xero Tax - Add the Client Code field to the ITCRPT report
The Client Code field is not available in the ITCRPT report. Having the Client Code field available in all reports is a basic key function of any CRM, as it allows for proper data matching between systems, data cleansing, combining reports and analysis. Using the Client Code field across all systems is common practice.
We are trying to match and combine client lists from other systems to the ITCRPT report in Xero so key data is available for our teams on the one report. This is critical for lodgement management. Yet we are not able to do this, because the…
3 votes -
Xero tax (AU) - Roll forward Tax Returns
Tax returns be rolled forward annually to assist with workflow tracking and planning.
36 votesHey team, we appreciate the feedback we've received and the support this idea has.
Your idea is definitely on our product teams radar. Although there are no immediate plans to share right now, we will be sure to update you of any change that'd help, here. Thanks
-
AU Tax - Report to show ATO due date and suspended date
Could you please add the field “[Tax Return] Suspended Until” to the fields available when you write an “Income Tax Client – ITCRPT” report.
This would allow a report of all clients we are ATO Agent for showing their tax return due date, status and suspended until date all on one report.
10 votes
- Don't see your idea?