1466 results found
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Xero Tax (NZ) - Allow nil FIF amount in IR3
The format of the 2023 IR 3 return does not appear to allow for a nil amount of FIF income. When nil is entered (which will be the case when the CV method produces loss), an error arises. The disclosure of FIF income (even if nil) may be important for statute barring purposes and will also avoid subsequent queries from IR (once exchange on information between countries lands on IR desks) on why a taxpayer may not disclosed offshore dividend income (where those dividends arose from FIF investments). The suggested fix of amending or notifying through MyIR seems to defeat…
11 votes -
Xero Tax (UK) | Trading to Dormant mechanism in Xero Tax
A way to post partially dormant accounts when moving from trading to dormant within a tax year. Currently in Xero Tax, you'd have to choose between the options 'Active throughout part of the period for corporation tax purposes' where you can only choose when the company started trading. The other option you could select is 'Dormant throughout the period for corporation tax purposes' and then choose the option 'Company has traded in previous period, tax return is required'.
Both options will allow you to create a CT600, however there isn't an option to choose when the company ceased trading or…
4 votes -
Multi-currency - Remove currency
Remove a currecy added in error and never used, which makes reports more complicated than need be (Source AND GBP in every Transaction report, implying we are multicurrency when we never have been)
10 votes -
Document Packs: Mark as complete when missing signatures
It would be useful to have the ability to mark a document pack as complete even if some of the signatures are missing.
We have had occasions where trustees refuse to sign via document packs after the clients have already signed. We then have to print the partially signed documents and send hard copies for trustees to sign.
This leaves the document pack incomplete. The only option available is to cancel the pack, not ideal The ability to mark the pack as complete would be a great addition.
13 votes -
AU Tax | Return - Print TFN regardless of Status
Be able to print a tax return showing the TFN if the status of the return is completed or further along up to and including filed.
1 vote -
Xero HQ - Default client group on login
HQ Client Groups - Default group to display on login rather than having to select each time. My groups include simple things like Every Day clients, and Annual clients. I want my everyday clients to be all I see when I login and I can go searching for the others if needs be. Without this default group function I've got a list twice as long as needs be for 95% of the year.
The old client list allowed for a default group, why can't the new one? These improvements are supposed to be about reducing the number of clicks required…
1 vote -
Practice manager - Add start and finish times in timesheets
Being able to complete timesheet using start and finish times as an option rather than just the option of filling out in hours/minutes spent on a job. This assists in tracking time throughout the day
6 votes -
Xero Tax - Import and export tax returns
It will be great if Xero tax can allow users to import & export to & from (from other tax software providers, i.e. HandiTax, MYOB etc.)
5 votes -
Practice Manager - Highlight/banner for notes
I would love to see an improvement with Xero XPM NOTES.
We seem to leave 2 types of notes.
TYPE 1: is URGENT, we want people within the firm to see it and read it. It would be good if you could select this note to be a banner across the top of the clients screen. Similar to how if the client has a debt it shows at the top. (love that function)
TYPE 2: is just an ordinary note that is sufficient with the current design.
It would also be great if you could share notes across multiple clients…
151 votes -
Workpapers - Add Next button to bottom of page
The 'Next' button in workpapers, should be added at the end of the page (eg, A5 - Analytical Review) as this flows better for reviewers and saves time having to scroll to top of page when client has MANY accounts
4 votes -
Practice Manager | Client - Date of Birth
Just a simple one!
Next to the date of birth in Xero PM, could you do a little thingy so the age calculates and shows there?
I've done my best Canva work in the attached to explain better!
And chose my most favourite clients as an example :)149 votesHi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
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Workpapers - Ability to use Custom Excel Templates
It's been mentioned previously but seems to have fallen off Xero's radar - the ability to use our own Excel workpapers within Xero workpapers would be fantastic.
150 votes -
Xero log in - Choose default organisation
Set the demo company as the first company seen on log-in, or be able to set which one you want to see.
I often use my laptop when speaking with clients and for a split second after logging-in I am on another clients business dashboard until I can grab the mouse and change it to their business. I don't think this is good business practice.
12 votes -
Xero HQ | Permissions - Bulk change staff permissions
It would be great if there was an option to change staff permissions in bulk. So if there was a practice employee for example who now needed Payroll Admin access for 20 clients, it could be done in a few clicks as opposed to changing it for each of those 20 clients.
24 votes -
XPM - Search function for paid amounts
Can a search function in XPM be added to search for amounts that have been paid by clients from the Business Invoices program?
2 votes -
XPM - Bulk assign a contact to multiple clients
Would love to be able to bulk assign a contact to multiple clients in XPM. We are in the process of cleaning up the duplicate contacts as the existing contacts can now be re-used across multiple clients. We found it very time-consuming to assign contact one by one.
1 vote -
Practice Manager - Notes for each Client
I believe it would be very beneficial if there was an option to have an overall notes section for each column, and not just only a notes section for each specific return / activity statement. Rather this notes option would just be for the client as a whole, so the impotant notes could be stored here. It is easier to record previous discussions that may have been made about the client and their specific situations. This will make it much more accessible to see the whole history of the client with just one click.
2 votes -
Advisor Directory - Change layout of Advisor Directory
Please let us can edit the layout of our xero advisor listing before our publish out. Thanks.
2 votes -
Xero HQ - Import/Export function of Client Xero Network Keys
Export/Import Xero Network Keys for clients (from Xero HQ) in order to be able to import into company Xero.
So that our invoices can also be sent directly to the clients Xero, so saves time on bookkeeping.
5 votes -
Tax returns - Default print order layout for all return forms
Thank you for introducing this for individual tax returns, but can you also create for all other form types?
7 votes
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