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1393 results found

  1. Love Xero Tax for FRS105 but don't use it for FRS102 s1A accounts. Are there any plans to be able to select to include a SOIRE (not just a SOCE)? This is critical for a potential switchover to Xero Tax for these accounts for me.

    9 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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    Thanks for your feedback and support in ideas, everyone.

    We've been exploring opportunities for expanding UK tax capabilities for our partners and are considering the ability to include a SOIRE for FRS102 1A accounts. We'll shift to Under review and share more when there's updates with you here. 🙂

  2. Ability to copy a rental schedule to another tax return for a property shared 50/50 with the asset workpaper. Also ability to copy asset schedule to another rental schedule within the tax return.

    12 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  3. Comparison year for FBT return.

    14 votes

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    3 comments  ·  Xero Tax  ·  Admin →
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  4. And before someone tries to tell me XPM is a premium product and that's why it has additional functions like search 🥴 search is not a premium feature. We just want to be able to search for a client without changing from Returns to Clients page.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  5. Please could we have the option to change the Corporation Tax Return approval date in the same way that the Accounts Approval date can be changed to reflect the actual date the client signed the accounts and tax return.

    Or better still, we could just have one are to change the approval date and it would update both the accounts and corporation tax return

    We have been embracing Xero Tax for all our company accounts and tax returns this year, to really identify what still needs to be addressed and provide that feedback before we abandon our existing software.

    5 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  6. On the Xero HQ screen a column to show if there are any bills due for payment

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  7. We would like to be able to do a list of Employee at the end of year with total earnings, PAYE, Employer and Employee Kiwisaver etc.

    You can list now but it lists every date and you then need to drop out to Excel and do all the additionals. Very time consuming if you have a number of employees.

    1 vote

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    Thanks for providing that extra clarity, Kay - apologies for the confusion!


    As you've found, the Annual Earnings Certificate displays the information required, but splits each employee in to a seperate page.


    I've updated your title to reflect that you'd like this report in a list format, and shifted it back to 'submitted' so we can keep collecting votes and feedback. 

  8. Ability to become an affiliate if not a BAS agent or tax agent.

    I am a chartered accountant with a finance coaching and Virtual CFO company but I am not a BAS or tax agent. I use Xero, train clients on Xero and recommend Xero to all of my clients and would recommend there was an affiliate scheme without having to be a BAS or tax agent.

    3 votes

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    Hi Lucy, to make sure I understand your idea here. When you say an affiliate would that be an affiliate to make use of AU Tax as a product or more broadly the Partner Program that Xero has for Practice users ? 

  9. Is there a way to have invoices push from Xero practice manager to Xero with the tax code there of GST Free Income.

    4 votes

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  10. Document Packs when resent do not update the "History" in Xero Tax. This means that the most recent reminder in Xero Tax can actually be much more older than that from the Xero Document Pack

    Would be good to see the history in Xero tax use the dates from the reminders sent in the document pack instead of having to leave Xero tax to find out.

    18 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  11. We use Huron Community Bank and would like Xero and Hubdoc to extract data .

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  12. Ability to customise the mapping of the workpaper hotlinks!

    The hotlink feature in workpapers is pretty neat in that it will automatically link in the relevent reports however this could be even more powerful with some very minor teaks.

    Firstly the new style reports would be a good start for replacement but what would be even better then this is the ability to amend the hotlink reports for clients either on a by client or practise level... i.e. if we had the ability to link in customised reports instead of just having the transaction report linked in - I know…

    4 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  13. Search Receipts for tracking code. Tracking code is usually an address/ location/ or some key word about a product line. The list is known for each customer. Why can't the AI check for words matching the tracking code list and suggest the correct one.

    Competitors can do this and have gone as far as blogging about the ML methods to do this.
    https://engineering.appfolio.com/appfolio-engineering/2022/11/11/understanding-invoices-with-document-ai

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  14. Have a multi tick box option for custom fields to be able to select more than one option.
    i.e. we are a multi disciplinary accounting firm and offer multi different services such as advisory, tax, bookkeeping etc and won't to be able to identify what the client has engaged us for [frequently it's more than one service]

    7 votes

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  15. Timesheet entering in XPM
    Time Clock drop down for non chargeable time to not be limited to 10 tasks when there are more that 10 available.

    1 vote

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  16. Ability to set a lock period in Hubdoc, to stop data being entered for a specific period.

    49 votes

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     ·  8 comments  ·  Hubdoc  ·  Admin →
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  17. It would be great to be able to see the balance owing once the BAS is submitted....have a client in credit and had to log on to my OSFA portal to check the running balance to let them know whether they had to make a payment yet. Would be great to get this data into Xero tax somehow. Anything that avoids us having to use the ATO portal is a great move

    14 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  18. To make unaudited financial statements for Community Benefit Society Companies. Although Ltd, it has a unique company registration number, the accounts are submitted via the mutual register. The reporting format is slightly different. It includes, Management Committee Report, Independent Accountant Report and Notes to Financial Statements.

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  19. It would be extremely helpful to be able to view and report on how much of the budget is left on a job.

    Reports in XPM focus on time rather than WIP and there are no standard reports that include job budgets. I want to be able to report on how much of the budget is left on a job without having to export to excel and run a formula.

    MYOB had a great Job Manager and you could view all jobs on one screen and see the budget and what budget left and if there was more WIP than…

    3 votes

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  20. I want to restore an archived client in Xero HQ and can change the list from Practice Clients to Archived but when I enter the client name in the search box it returns only practice clients.

    It appears the only way to find the client to restore it is to go the bottom of the archived clients list and click on "Show more clients" repeatedly until the client shows - quite a laborious process if the client is towards the end of the alphabet!

    4 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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