Skip to content

For accountants & bookkeepers

For accountants & bookkeepers

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

1348 results found

  1. It would be useful to be able to file historic tax returns prior to the dates shown in Xero. I have a client who submitted his own accounts but has never submitted his own tax returns so we need to file 4 returns for him but we are only able to go back 2 years.

    4 votes
    1 comment  ·  Xero Tax  ·  Admin →
    How important is this to you?

    Hi Natalia, just to make sure I'm sharing this back with the right team internally. Where abouts is your client based. Our Tax products for each region are developed separately for their own needs and regulations so this information will make sure I get it back to the right team to consider.

  2. Please can the corporation tax computation include a calculation of the marginal relief.

    This would need to include the amount of associated companies and the calculation of the marginal relief amount rather than just showing the total of marginal relief.

    6 votes
     ·  0 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?
  3. Can we please have a general Relationship Type option for relationships such as "family" or "associate"/ partners. This would be for general family relations like siblings, cousins, in-laws etc.

    91 votes
    How important is this to you?
  4. Please add ability to reorder accounts (lines) on a workpaper in Xero Workpaper. This is painful both for automatically populating workpapers (which go in the impractical alphabetical order) and custom workpapers (where every new line is added at the bottom...).

    4 votes
     ·  1 comment  ·  Workpapers  ·  Admin →
    How important is this to you?
  5. Would be great to create a report in XPM that shows client bank details so we can identify clients that are missing bank details and need to be followed up. This would also avoid the issue with tax returns being lodged with no bank details recorded.

    6 votes
    How important is this to you?
  6. I wish you had the option to remove units and price from the transaction entry screen if you don’t need it-as it is this just requires extra clicks to get transactions in.

    2 votes
    How important is this to you?
  7. If we have the functionality of creating multiple tasks then it will be a good idea to have functionality of ticking off multiple tasks also. As this will save in energy and time.

    4 votes
    How important is this to you?
  8. It would be ideal to have the ability to remove yourself from a practice in XPM. For example, if you are consulting to a firm and they aren't maintaining their staff list and removing access promptly when the contract is complete, you would be able to have more control over the security of a file and keeping your list of practices clean by being able to remove yourself from their practice.

    7 votes
    How important is this to you?
  9. This would save having to manually assign after clients/contacts have been uploaded.

    2 votes
    How important is this to you?
  10. The productivity dashboard does not have the functionality to automatically account for staff start dates. It calculates capacity for the whole year which does not work for staff commencing mid year. There's no functionality to set a historic capacity level. The workaround is to manually adjust the reporting date for the productivity dashboard to account for each staff's start date or use the Time Productivity Report as an alternative. I'd love to see this feature improvement / functionality in the future.

    1 vote
    How important is this to you?
  11. Not being able to close jobs that still have WIP attached.

    3 votes
    How important is this to you?
  12. The job budget is a key piece of information for all staff to have visibility. However the Budget field on a job is only visible if staff have Access Financial Data permissions. Giving Access Financial Data permissions allows staff to view and edit client billing details, edit practice subscription and export subscription. Surely, such wide ranging powers is not appropriate for ALL staff.

    Surely this permission should fall under the "Manage Jobs" permission matrix not under Finances permission matrix.

    4 votes
    How important is this to you?
  13. add column for date paid under account transactions detailed report so that you can see when each sales invoice was paid at a report level so you don't need to click in to each invoice to see the date it was paid. I believe you can do this in Sage but not Xero.

    1 vote
    0 comments  ·  Xero HQ  ·  Admin →
    How important is this to you?
  14. I hope Xero will soon introduce the feature for ABN exemption for non-employee contractors, as there are cases that they are ABN exempt. I'm sharing the ATO link with you for your reference, https://www.ato.gov.au/forms-and-instructions/statement-by-supplier-not-quoting-an-abn?

    1 vote
    0 comments  ·  Workpapers  ·  Admin →
    How important is this to you?
  15. Management Reports: I would like to add reports created outside of Xero in my published Management Report packet that I send to clients. There should be a way to upload a PDF or excel document to the Management Report Packet from outside Xero

    2 votes
    How important is this to you?
  16. Within the report code descriptions, identifying which IR10 Key Point for NZ tax the report code will feed through to.

    E.g.
    Non-deductible entertainment will go to "Box/Key Point 24 - Other Expenses" and "Box 28 Tax Adjustments"

    This will give a little bit more visibility as to where each item will end up, particularly for the balance sheet.

    If you can segregate this visibility to NZ only files as well, that would be beneficial for other countries not getting information not relevant for them.

    3 votes
    0 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?
  17. Hi There,

    It would be greatly appreciated if you could implement a feature that allows the creation of an Excel worksheet as a new workpaper. This enhancement would enable us to save time by eliminating the need to prepare a separate worksheet before saving it into Xero workpapers.

    Thanks
    Manish

    1 vote
    0 comments  ·  Workpapers  ·  Admin →
    How important is this to you?
  18. Small request: Include the cover & contents page by default, please.

    The following is info from a Support webpage... Publish a report from the Drafts tab. In the Accounting menu, select Reports. Select the Drafts tab. Click the menu icon kebab style menu icon to the right of the report you want to publish, then select Publish.

    (Optional) You can apply different publishing style options depending on the type of report:

    [Include a cover and contents page] < Can this be marked to include by default instead of having to check mark them to be included every time that I…

    1 vote
    0 comments  ·  Admin →
    How important is this to you?
  19. It would be great to have two additional tax return status values, to more efficiently support the typical workflows of busy tax agents.

    1. Waiting on information - return cannot progress until the client provides missing info.

    2. Rejected - return has failed review and requires adjustment before it can be lodged.

    1 vote
    0 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?
  20. The queries portal is nice, but its Xero Blue - we'd love to be able to put our own branding on things much further beyond our logo.

    1 vote
    0 comments  ·  Workpapers  ·  Admin →
    How important is this to you?
1 2 6 8 10 67 68
  • Don't see your idea?