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For accountants & bookkeepers

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1466 results found

  1. The mandatory update to using the new Reports in Xero from 31st July 2023 means the old version of reports will cease. This includes the much used Trial Balance report as accountants like myself tend to start from there when reviewing quarterly and annual work.

    I notice the following list of issues with the New Report for Trial Balance:

    1 - You can bookmark the old TB report and use this bookmark across clients. Also bookmark can be changed to show a particular date too i.e. 31st March. Bookmarking the new report always takes you to same client you initially…

    4 votes

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  2. Would be great to have ability to GET document packs stored in Xero HQ so the files can be also hosted externally in other document systems (Suite Files, FYI, SharePoint, Google Drive etc).

    3 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  3. We would like the option to convert a Client to a Contact in XPM and visa versa. This would allow us to quickly update relationships.

    2 votes

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  4. I would love to see Hubdoc Convert an ATB Statement. This is a Alberta Canada Bank but it is a very widely used bank by small businesses. This would be useful for any businesses/ accounting firms or bookkeepers in Alberta

    6 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  5. Ability to report on New & Archived/Terminated Clients with dates they were added/archived. Helpful for Practice Reporting & assessing promotion results etc.

    13 votes

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  6. There is the option of adding Groups as a taxable group, however if the option is not selected client members of that group still pull through as related parties when adding a new return. The ability to use multiple Groups would be a great driver for "advisory" automations in 3rd party software if it didn't have that adverse outcome. Enhancement request - adding a tax return the related clients should only pull through members of the taxable group and exclude members of the "advisory" group.

    9 votes

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  7. The Client Type field is for segmentation of clients, but it isn't able to have data imported into it. Please change this so that we can import client segment data into the Client Type field.

    14 votes

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  8. When will we have an option to update all client emails/phone numbers at the same time?
    It would be really helpful if the system would search for all 'same' emails or phone numbers and allow for these all to be updated/amended.

    28 votes

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  9. We would like Xero to allow an option for certain staff members to be restricted from viewing all tax returns by default - except for specific returns on an individual basis (i.e. the returns they are working on). Firms are now using offshore providers to assist with some tax preparation and it would be best if offshore users were provided with access to only those clients/returns they are working on, rather than the entire tax database. Is this something that might be achievable in the short term?

    6 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  10. it would be great if the tax offset from superannuation income stream could be automatically calculated like how the MYOB AE Tax does. Instead of manually enter the number in the box.

    28 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  11. We would like to be able to generate a report that includes all clients that have loans.

    1 vote

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  12. When working on Shareholder Current Accounts - How can we make 'Shareholder' retain the new titles we give them eg Shareholder 1 - J Bloggs Shareholder 2 -T Bloggs each year we open up a new workpaper we have to key in the titles all over again. We use the 'Trial Balance - Edit' There may be a place we can go to to make the titles retain and would love to know how. If not perhaps something your team could work on.

    1 vote

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  13. when the cost was initially onboarded in XPM, the costing was not properly setup. Upon turnover to me, I noticed it automatically when exporting reports that the cost don't have figures on it. Upon updating the staff cost (manually PER EMPLOYEE profile), it still won't reflect in the previous periods prior to the input of the staff cost.

    1 vote

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  14. Currently you can only set up one cover page template for tax returns in XPM. We'd like to be able to set up two different cover letters with different branding for each tax return and alternate between the two (i.e. select which cover letter you want for that return) when we are printing the tax return.

    4 votes

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  15. Currently Xero tax can print tax returns by withholding the TFN Numbers which is really good. However, if that same functionality can be added for the bank account details and date of birth it would be great

    20 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  16. GST reminders
    Like the Tax reminders for provisional and student loan but for GST and maybe even PAYE, so if you create and file the GST return though Practice Manger it feeds back info on what is outstanding and what has been paid with the option of sending reminders out to clients on payments due about a week out from the final date.

    7 votes

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  17. Xero workpapers should change depending on entity type selected. It appears that the selection of entity type in workpapers only serves to customise the query gallery and has no bearing on the actual workpapers created. An number of examples of this can be seen whereby selecting the trust entity type, the workpaper pack incorrectly contains M & M2 imputation credits, N Shareholders Current Account should be named N Beneficiary Current Account, and most significantly L - Income Tax does not contain a defined field for tax credits allocated on beneficiary income (instead users are having to use the free form…

    39 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  18. We should be able to import tax depreciation calculated in blue Xero into Xero Tax.

    12 votes

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    3 comments  ·  Xero Tax  ·  Admin →
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  19. 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.)

    15 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  20. Pre-populate W1 and W2 fields in the Activity Statement when using an outside payroll program. This would save time and reduce errors.

    18 votes

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     ·  7 comments  ·  Xero Tax  ·  Admin →
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