1347 results found
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Tax Workpaper - Imputation credit for "tax provision per P&L"
Hi there,
Is there any way you could please add the the balance entered into imputation credits in the "tax provision per P&L" section of Workpaper to flow through to the "Balance sheet income tax reconciliation"
25 votes -
XPM - Bulk edit Milestone
Bulk edit milestones
I am trying to utilise the Important Dates page in the Job Manager and there is older jobs that are clogging up the page with overdue milestones that no longer apply. How to I remove all of these in a bulk process? There is over 3000 milestones that need to be removed. Currently support has told me there is no way of doing this apart from deleting each milestone on each job one by one.15 votes -
XPM - Add unique client ID (such as the Export Code) to Client Relationships Report
Client Relationships Report
Currently, the custom report allows the user to add the Related Client's Name only. Would be good to be able to include a unique identifier as well for the related client, such as the Export Code for that related client.1 vote -
Xero Tax - Add support for swiss tax
I have an international client who has just switched to Xero but their main business is in Switzerland (complicated tax rules). Can Xero provide add an add-on to Swiss Xero users to comply with the tax rules there.
3 votes -
UK Tax: Support for multiple MTD returns from one account.
We are a firm of accountants and have a number of husband and wife landlord clients who own rental property jointly.
Will one version of the software be able to split the rental figures and submit two MTD returns, or will they need their own version of the software each and have to manually halve the figures where the income is paid into one joint bank account?
It would be so much easier if the software could automatically halve the figures and submit two MTD returns.
5 votes -
AU Tax: Pre-filling capital losses
The Pre-fill has capital losses noted in it, so it would be great if the pre-fill amount was reflected rather than relying on roll forward information. Seems to be commonly missed with new clients.
6 votes -
Profit and Loss - Tracking categories in rows and annualised per periods (in columns)
P&L - Tracking categories (cost centres) in rows and analized per periods (in columns) . When I run this report on xero, it shows me in the same column (period and cost centre), the cost centre should be displayed in rows. Really annoying that this option does not work properly as its impossible to analyse anything.
10 votes -
NZ Tax - Set up alert/notification for tax returns
Ability to have alert when action is required for a tax return
Purpose: being able to react and action items quickly when needed. Prompted rather than manual checking.
4 votes -
UK Tax - Set up alerts/notifications for tax returns
Ability to have alert when action is required for a tax return
Purpose: being able to react and action items quickly when needed. Prompted rather than manual checking.
3 votes -
Practice Manager - Update multiple Client Group Details at once
Would be great if we could update fields in one go for multiple entities across a group (similar to how the address field allows you to). For example, the Partner, Manager, Class, etc is generally the same across the group (how we use it), so it would be good if we could update these sections for everyone in the group in one go (even if we need to access one of the entity profiles, and from there it asks if we want to update the other entities as well).
23 votes -
Document Packs - Select signatories from Xero HQ
Current: Signatory name and email address for Document Packs are manually typed in (once per pack).
Issue: Manual input is repetitive, error prone, and requires switching tabs.
Request: These details usually exist in Xero HQ already, so I'd like to be able to select my signatory from this list.
Potential future features enabled by this:
When a signatory is selected this way, other signatories could be pre-populated in the one-click right-bar based on whether they've been in the same group of signatories in a previous Document Pack.
History of Document Packs attributed to each Xero HQ record.
Document pack creation…11 votes -
NZ Tax - Publish a GST return with alphabetically listed Account names
It would be so much better to be able to publish a GST return with the ability to alphabetically list the Account names so all transactions can be presented grouped by the same account code. Then the client can easily review their audit report and identify transactions in the wrong account code.
3 votes -
Xero HQ - Custom Staff Groups
It would be great if we had the ability to create our own groups within the staff screen in Xero HQ. At the moment we have filters for standard, administrator, master administrator and then also staff that have been invited but not yet accepted.
It would be useful if we could create our own custom staff groups. For example by office location: London, Glasgow, Manchester etc. or by function within the business: Accounts, Audit, Tax etc.
Staff could belong to different groups as well, Glasgow and Audit or London and Tax.
9 votes -
AU Tax - Ability to cc another contact
When we send out an Activity Statement, a tax return, an fbt return, etc... is it possible to CC another contact? (one that isn't required to e-sign but is required to see the return and payment information and just be kept in the loop in general)
16 votes -
Practice Manager: JOB COSTS & MILESTONES - option to add or remove when copying a job
Currently when copying a job then the costs and milestones are automatically copied as well. It would be great to be given the option to copy these or not. Most of the time we do not want to copy these specifically the costs
17 votes -
NZ Tax - Change date on provisional tax payment letters to send date
We noticed last provisional tax letters that we sent out to clients had the date the amounts were approved.
We usually approve before and e-mail/post letters closer to time.
Is there a way the date can be changed on the Provisional tax letter to the day its getting e-mailed to client?
5 votes -
AU Tax - Summarise the capital losses from prior-years returns
We would like the ability for Xero Tax to combine the capital losses from prior returns and form a summary.
Thanks,
Phillip7 votes -
Xero Sign | Email notification of who has signed in the document pack
Xero Sign - It would be great if there was an indicator to let us know that one or more clients within the one document pack have signed the documents. (if it is sent to multiple people) We only get notified once everyone signed.
10 votesAppreciate feedback on our recent update - We've slightly updated the title of this idea to reflect a desire for email notification.
Just to note for anyone coming across the idea - within the document pack details you can view how many people have signed the document, including who signed. See our example of what this looks like 🙂
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XPM - Invoices imported into Xero to include description
Ability to have invoices created in Xero to import into XPM with Description included
1 vote -
Bank Accounts - Include bank accounts with COA import
Enable a Bank account to be created when the Chart of Accounts we have created in HQ is imported. Currently, this is not possible. All Bank accounts in the COA need to be changed to Current Assets, and then in the newly created Xero Blue organisation file, the "Bank" accounts have to be deleted and created again! Very annoying. The overall process is great, but this is annoying. We have many bank accounts in our various standard chart of accounts. I want to include the bank accounts so that my staff know the account numbers to use when they set…
4 votes
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