1432 results found
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NZ Tax - Tax Payment letter notes to show in Tax Statement
When 'ignoring' tax notices (letters) and adding a note this is only available to be viewed while the date is available in the payment tab. It would be handy to have the Tax History including the body of the note be available in the Statement tab when the amount is ignored as it is when amount changes.
9 votes -
Workpapers | Profit and Loss Review - Commentary on Variances
Opportunity to provide explanations for significant changes in balances (specifically profit and loss items):
- It would be useful if the PNL review section of Xero Workpapers had an area to incorporate commentary on significant variances or that a balance is not material and therefore no further work on the balance has been performed.
- This would add value in that you won't have to upload separate documents for each profit and loss line item
6 votes -
Hubdoc - Automatic file tagging
The ability to assign a tag to a file and have subsequent files uploaded be tagged.
4 votes -
Project Summary report - Include who project is assigned to
Projects: On project summary report include column for who project is assigned to. This will be useful if calculating work in progress per assigned user.
4 votes -
Xero tax (AU) - Foreign Rental Schedule Capital allowance and Capital works Asset worksheets
Can you please add the ability to create a Foreign Rental Schedule Capital allowance - Asset worksheet and Capital works - Asset worksheet in Income Tax Returns
37 votes -
Xero Tax (UK) | Trusts & Estates (SA900)
Can you provide Tax Returns for Trusts (SA900)?
11 votesHi everyone, thanks for your interests in the SA900 through this idea.
We understand how returns for Trusts would be beneficial in Xero Tax (UK). This isn't in our immediate roadmap, but we're keen to continue tracking the interest for this from community through the idea. If any progress is made we'll share an update for you all here.
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Xero HQ - Shortcut for balance date
Could you please add a shortcut for the balance date in the journal section, so the accountant doesn't have to keep typing '31/3/202x' multiple times at year-end?
1 voteHi Laura, would this be within manual journals entry of a Xero organisation? If so, we do have some date entry shortcuts that could be of use here.
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NZ Tax - Add inbuilt calculator for IR10
Add inbuilt calculator for IR10
1 vote -
AU Tax - Sort dividends alphabetically in the return
The dividends are not sorted alphabetically in the return, although they are sorted in the prefill. Can we have the ability to sort fields included in the individual tax return worksheets, such as Item 11 Dividends, Item D5 Other work Expenses, and other similar fields.
This will make it easier to check and compare, and it looks much more professional.18 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.
9 votes -
Hubdoc - Automatically log on to suppliers accounts and fetch invoices
I would like to have hubdoc periodically log in to our supplier's account( Fedex, Amazon, Upwork, UPS etc) and fetch the invoices automatically.
Dext Prepare already does that so I can see Xero loosing thousands of dollars by relying on third party software. I guess let's start with the most popular suppliers and take it from there. This can be an add on to Hubdoc for a bit extra and happy to pay as long as it is comparable in price to other software packages. That would greatly automated our accounts.
11 votes -
Hubdoc - View suppliers bank account number in details area
When editing the document in Hubdoc, could the creditor/suppliers bank account number please automatically show in the Xero details area. As then we could confirm that the right Xero creditor has been selected and that the bank account number matches the supplier invoice at that moment.
17 votes -
AU Tax - Create custom suspend reason
AU Tax - create custom suspend reason - This would be great to use for reporting purposes when a tax return is placed on hold (or suspended).
3 votes -
Xero Tax (UK) | Ability to change order of expenses in the detailed P&L of statutory accounts.
Ability to change order of expenses in the detailed P&L of statutory accounts.
40 votes -
Workpapers - Allow Document button to be used in Archived workpapers to see documents for that account
So annoying to open an archived workpaper pack, want to check a document that was attached to an account and you can't! Have to scroll down and find it amongst all of the attached documents from that whole workpaper. Nightmare!
13 votes -
XPM - Add customisable productivity reports
Productivity Reports
I am using report builder to create a productivity report for my staff. What i would like to show on the report is:
Capcity reducing time + billable time + non-billable time = total time for week
I would then like a productivity percentage calculated as billable time / (billable + non-billable).
I would also like this report to have a YTD actual column and YTD budget column so that on one report I can see how productivity as been for the most recent week but also YTD on the on the report.
This will then tell me…
4 votes -
NZ Tax - Include GST tax type for tax statements report
It would be useful if in the Tax Statements reporting data set, we could also see GST statement data (currently only Income Tax and SLS show) so that we can check for unpaid GST balances.
12 votes -
Practice Manager - Bulk update jobs via import
Allow importing csv files to update existing jobs in bulk
30 votes -
Hubdoc - Convert bank statement to csv file
We would like Hubdoc to convert an uploaded Bank statement into a csv file.
So as to easily import the data into Xero to reconcile new bank accounts prior to bank feed connection.296 votesHello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
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XPM - Merge clients
It would be helpful to merge clients in XPM where two accounts have been created (different names) and tax returns filed under each one. For example a client entered under their maiden name and married name who have filed tax returns. In our case a duplicate was accidently created when doing the return and we have no way to now shift the tax return to the correct and active client account in XPM.
25 votesWith the soon to come Xero Partner Hub we'll be bringing all your practice tools under one umbrella and improving your experience in managing and working with clients in your practice. With the combined experiences of Xero HQ and Practice Manager this'll include the ability to merge two clients into one, like you're after here 🙂
Thank you for sharing your feedback with us. Find more information about Xero Partner Hub on our website, and we'll be back to update you all as this goes live to practices in the coming months.
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