1348 results found
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contact group change delete in history and notes report
Add contact group changes to History and Notes report. The History and Notes report should reflect an audit log, which would include any and all changes. It is difficult to discern issues or why something happened when not everything is available in the report.
2 votes -
A way to flag a client's with extra ATO security and steps for lodgement.
We have an increasing number of clients with compromised TFNs that have had to get added security on their ATO lodgments. When we lodge for these clients, it isn't always obvious if it's gone through or not, and as it is our assistants lodging and not the client managers, we can't expect them to memorise every secured client off by heart. We need a way to flag the client (other than a client note or a note on the form as these aren't checked regularly as part of the lodgement process).
This is becoming a bigger issue as scammers are…
5 votes -
Rental Schedules (Worksheet) in Company Tax Returns
There are currently no rental worksheets for companies (as the ATO do not accept rentals on a CTR in PLS) in Xero Tax. These schedules are available in other software providers ie MYOB.
As clients have rentals in company format, it would be useful to at least have worksheets for each property to keep income and expenditure (and depreciation).
This would assist clients as they would have more detailed information for each property as well as a better audit trail. Also a time saving in data entry for the tax return.
The worksheet could simply then update the relevant income…
2 votes -
Xero Tax (AU) - Add "Draft" watermark to returns
Some clients want to review their tax return on a PDF format hence it would be helpful if there's an option to put a "draft" water mark
30 votes -
DETAILED BAS ACTIVITY FOR THE YEAR
Be able to run a detailed BAS activity for the year. This way we can see what changes were made after a BAS has been lodged.
2 votes -
Submission of Returns takes ages
Submission takes ages
I switched from lodgeit to Xero tax. While returns (BAS, ITR, CTR etc) were submitted in lodgeit, it would instantly reflect in the ATO portal. However, with Xero Tax, it takes ages to update ATO portal. This is definitely some flaws within the Xero eco-system. I know, Xero will flush this and direct towards the ATO, but Xero, you know the reality better.2 votes -
Indication/Warning/Flag when changing organisation
It is too easy currently to click back/undo one too many times and end up inadvertently posting into a different organisation from the one you were working on.
I was showing a colleague how to do something in the Demo company, but I clicked back too many times and ended up making my dummy postings into a client's organisation instead.
For accountants and bookkeepers who have multiple clients and multiple transactions to post, this could create a lot of unnecessary work that can easily be avoided by some kind of indication that you are changing organisation.2 votes -
BAS: STP data prefilled
Would love to see Xero Tax to prefill STP data (W1 and W2) into BAS/IAS.
10 votes -
NZ Tax: Terminal tax labelled as Residual tax to pay
On the IR3 2024 tax return it is currently labelling the tax liability after provisional tax paid as 2024 residual tax to pay. It should say "Tax to pay" or "Terminal Tax to pay". It is incorrect and confusing to have the tax before and also after provisional tax to both be labelled as residual tax. In communications when we are advising on provisional tax obligations we reference the obligation being based on 105% or 110% of residual income tax and now that is not clear for the client which figure we are using. In addition under the 2025 provisional…
9 votesHi team, we appreciate your insight into the confusion this label can cause. This is something our product team plan to address and make a change for within payment summary for 2025 IR3.
I'll be back to share more updates as this is worked on.
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rental schedule
IRD are asking us for details of our rental expenses - I would like the Residential and Commercial Rental schedules to accompany the tax return when filing with IRD - I can not imagine anyone wanting to do this manually.
2 votes -
XPM | Job Manager - 4 week view
Is there a way we can view 4 weeks worth of jobs rather than 2 weeks on the dashboard?
2 votes -
AU Tax - ITR signatory for deceased or incapacitated individuals
Where the individual client title has been changed to "Executor for" or "Representative for" the declarations should also be updated with this information. Currently the declarations still just use the individual name, who may be deceased or unable to sign on their own behalf.
4 votes -
XPM - Replace Radio Buttons with Check Boxes
When preparing an invoice, it would be great if you could replace the radio buttons with check boxes within tasks and also be able to bulk update the Billable status on timesheet entries within a task to Yes, No or Future.
If you have a task with a lot of timesheet entries, and you only want to bill a few of them, it's very time consuming to have to select one by one to change the Billable status to Future.7 votes -
gst export
GST transactions (in GST Return) - The description is now the payment supplier or customer instead of the description on the invoice or transaction. And the links are now going to the payment or payment batch rather than to the invoice so then you need to look for the invoice you are trying to verify. Can the link please be the actual invoice being paid?
2 votes -
Workpapers - Check box next to suppliers names when received their statements
To have a check box next to supplier when you have matched their monthly statements so you know who is left to receive a statement from
6 votesAaah wait, sorry just saw this is for Workpapers not Bills in Xero, Teresa. M suggestion of the notes on a contacts record may not be as useful for this scenario.
While no plans for this at present, we'll get a feel for the interest of this here. Thanks
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Quick Access to Journal
Add the function to create a new Journal to the '+'.
No need to go on to a journal report and then select add new journal.
2 votes -
NZ Tax - Customise declaration
It would be good to be able to customise the Declaration that is just above the signing line in the Tax Returns. The default wording is quite broad, and it we would prefer to be able to customise it to reduce our risk. Clients are not always truthful in reporting all income, and we need to protect ourselves.
2 votes -
Report Templates - Export to docx
Report templates do not support advanced layout structure and require marginal adjustments often.
Currently, export in docx format (or other MS Word compatible formats) is not supported and the Xero Team recommends to convert .xlsx into .docx which is not ideal and takes a long time.I suggest offering the possibility to export Xero reports that have been filled out (based on Reports templates) to .docx or MS word compatible formats.
2 votes -
Printing invoice
Customize the invoice template according to the need of the organization. On the template over the setting it should give the possibility for adding extra rubrics or fields that it will appear in the invoice as a separate section and just not adding in the "Description" field. Especially when we have to use two currencies and the exchange rate. And also when print the invoice out it doesn't as on the print preview.
2 votesJust trying to get a better understanding of your idea here, when you say you want to add extra fields and rubics could you share a little more of what you'd want to add in?
Atm, with an advanced invoice template you can customise the template using the DocX template where you'll find there are extra fields that you can choose to include. If you want a permanent message that will show on all invoices you could add this as static text.
It sounds like advanced invoice templates could possible meet your needs here.
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XPM - Job Budgets easily seen under the Jobs tab
It would be great to see the budgets easily when we open the Jobs tab in XPM. This will help us have a quick glance at the budget for each job rather than opening each job in a new browser tab or generate a report.
28 votes
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