1348 results found
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Xero Tax (UK) | FRS 105 - Tabular format for Notes
The mandatory notes section on FRS 105 needs upgrading, so that the notes on things like movement in directors loans, and operating lease commitments, can be completed by merely filling in numbers into a template matrix. At the moment, no tabular layout is possible.
4 votes -
Xero Sign - Order the signature
Documents Pack - When you have multiple people signing a document, it can be specified the order of the people signing the documents.
9 votesHi everyone, while this is something our team began looking into, unfortunately this has been put down with other more immediate work taking priority.
Hopefully they will be able to pick this back up down the track, but we'll move back to Submitted for now and continue tracking the interest here. I'll let you know if there are any more changes.
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XPM - Ability to lodge NLA for TPAR
Add the Ability to lodge NLA for TPAR using Practice Manager, allowing clients to sign the NLA and submit to the ATO. The ATO now allows the submission online for multiple years in one Submission, we would like to use PM to submit all ATO forms and advices. https://www.ato.gov.au/business/reports-and-returns/taxable-payments-annual-report/lodge-your-tpar/tpar-non-lodgment-advice/?=redirected_TPARnilreport
17 votes -
AU Tax: Capital works deductions CTR
Please create a worksheet specifically for capital works deductions in the company tax return, where assets can be added and the total deduction amount integrated to label 7I.
7 votes -
User Roles: Workpapers - Ability to give 'read only' access
We have staff accountants who work in teams. Ideally, we want them to have the "Manager Role" but when that is the case they can only see Workpapers they have created.
We would prefer to have the option to give staff with "Manager Role" the ability to see and edit all Practice current and/or archived workpapers.
The alternative is to give them a Partner Role which has a lot of other access we don't really want them to have (ie restore/delete, etc).
19 votes -
NZ Tax - Add barcode/link to barcode in client tax letters
Following on from advice from IRD. Is this something that is easy enough to create?
See email from IRD.....
We are getting a number of customers to our Front of house (reception) who require a printed barcode to make their payment at Westpac. As you might expect, many of these customers are elderly and it has been some effort for them to go to Westpac only to find they need a barcode to pay so they come to see us… before heading back to Westpac with their printed barcode.
Most have, in the hot little old hands, a lovely letter…
22 votesAppreciate the meaning behind this idea to you all.
This is something we'd like to continue to track on the site here, however to upfront in order to generate the barcode there's work that'd need to be done on IRD's end to enable this.
We've reached out to engage them on this, but there is no immediate plans from our end, at this time.
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XPM - Ability to schedule tasks
An easier way to schedule tasks. A lot of my clients create annual jobs with lots of tasks and want to be able to schedule tasks in the same way you can allocate staff. You hit a button and schedule all the tasks in a list with assignable start and due dates. I have more than 40 clients that I am doing implementation and training and XPM support for, and all of them has asked me for an easier way to do task scheduling.
9 votes -
Contacts - Colour coded status icons for invoices and bills
When viewing bills/invoices under a contact, can the 'bill created', 'bill approved' and 'bill paid' icons be different colours please? :)
Same applies for Invoices created/sent/paid1 vote -
Xero Tax - Print Tax Summary as a separate report
Trust Tax Return Reports - Summary Only and Summary and Worksheets - to be able to print the Trust Reporting Requirements pages (Annual Accounts information, Settlor & Beneficiary disclosures) as a separate report. The Summary Only and Summary and Worksheets Reports be as previously, that is the one page summary of income & tax (plus Worksheets when selected).
17 votes -
Hubdoc - Bulk update document as 'Mark as paid'
Can we select multiple receipts at the same time to add the same tag or the same status such as Mark as paid?
12 votesHello Trang, you can tag multiple documents at once by holding ctrl/cmd on your keyboard. Note that you'll need to create the tag first before you can do this - Read more on our article for more information.
Because Hubdoc can't bulk update the documents to be "Mark as paid" right now, I've changed the title of your idea, so we can see the interest from the community here :)
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XPM | Jobs - Ability to specify due date for recurring jobs
Being able to pick specific due dates for recurring jobs, rather than having to select per day/week/month. BAS & IAS due dates will be different depending on how many days in the month there are.
4 votes -
MTD for ITSA
MTD for ITSA
Xero have been a bit quiet on the issue of MTD for ITSA. What is the suggested solution for ITSA? If the Xero plan is to charge the starter plan at £14/month (plus VAT) I think you will lose a lot of the market share. MTD for ITSA needs a simple £5/month solution for sole traders with ability to use expenses app for free. The costs of £14/month plus £2.50 for expenses is going to lose a lot of our clients to competitors like FreeAgent (which is free if you have an RBS/Natwest/Mettle account). Finding it hard…5 votesThanks for your feedback, John - It'd be great to get you to join one of our demo webinars to see our MTD for ITSA product. They run every few weeks and you can sign up here.
Alternatively, reach out to your account manager who can help set that up. If you like the look of the solution you can start testing it with clients now, by joining the beta programme.
In terms of Xero plans, MTD for ITSA will be available on every plan. This means it'll be available on all business plans - Starter, Standard, Premium, but also all partner plans - Ledger, Cashbooks, Bureau, etc.
Clients may also be interested in the new app Xero Go, a simple business tracking and data capture tool, which links to a Xero partner plan so you can see the data and manage ITSA filings.
To discuss in more detail…
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Xero Tax (AU) - Incorporating into trial of Xero
Does Xero have any plans to incorporate 'Xero Tax' in the trial version? I can see that there are a number of videos on Xero Tax on Xero Central. If it was incorporated in the trial version- it would provide students with hands-on experience as opposed to just watching videos or reading texts.
As Xero is now being used by many accounting firms, Tax professionals who are currently working in other platforms such as Sage Handisoft or MYOB don't know how Xero tax works. When they are trying to change companies- it would provide them an advantage if they are…
1 vote -
Workpapers - add a calculator tool
Would be great if xero workpapers had a calculator function like blue xero
7 votes -
Including IR4J as a Return Type in report builder
when we have a report that we would want to specify the type of return e.g. ir3, ir4 there does not seem to be the IR4J specifically for when we file a IR4J on its own for members apart of a consolidated group and only require to file their own imputation return.
It would be great if this could be included as this helps when reporting our internal filing stats.
1 vote -
Practice Manager | Permissions - Add new staff member to all reports
When a new team member starts and you want to give them access to a large number of custom reports in XPM you need to add manually one by one for each report. Would love to be able to select a group of reports and add new team member in one go.
4 votes -
XPM | NZ Tax - Client filing notification
Do not understand why if a client files their own income tax return with Inland Revenue and an assessment is issued why this is not updated in XPM, issues arise that we have no knowledge of assessment so affects Provisional and Income tax notices
1 vote -
Hubdoc - Create New Contact option from Hubdoc
When adding invoices through HubDoc when there is a new contact that needs to be added, it would be great if the option to create a new contact (supplier or customer) was available in HubDoc, rather than having to start typing in the contact filed & then having to wait for HubDoc/Xero to catch up.
10 votes -
XPM - Sort timesheets by column headers
Would be great to be able to sort the timesheets by the column headings. They are blue but don't actually do anything when you click on them.
1 vote -
Hubdoc - Allow additional settings for folders
I like how Hubdoc separates the data extraction to "Transaction Details" such as Supplier, Amount and Date. from "Destination Details" Such as Account code and contact..
We use Tags on the app to create Folders in hubdoc that organise team Expenses & Budgets.
It would be good to be able to set additional Folder/Tag settings in hubdoc that could over ride the Global Supplier settings in hubdoc when a tag is added.
Allowing for the Suppler to remain the same but the contact, Tax rate, account and tracking categories to be applied from the Tag/Folder settings.2 votes
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