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For accountants & bookkeepers

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  1. The US version of Xero doesn't have a tax rate column in the "Chart of Accounts" tab. In other regions of the world (like Australia & England) their version of Xero has access to see that information.

    It seems like a simple addition, as it has already been done, that could only help out those using Xero in the United States.

    1 vote

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  2. Ability to amend the analytical review section (or allow more headings than just Revenue, Cost of goods sold and Expenses). Should be able to match the detailed P&L on a set of financial statements so that they can be compared and reviewed. For example, corporation tax appears under expenses and there is no bottom line profit or loss on the analytical review. Have to do a manual calculation to agree with P&L on financial statements.

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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  3. Integrate XWPS with XPM - The XPM job should allow us to enter the period start and end date and this should link to XWPS along with the Partner, manager and staff. We should then be able to go into XWPS directly from that job in XPM. This would reduce having to enter data (period and staff) twice on XPM and XWPS

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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  4. I would like for there to be the option to add a minus figure into a sales invoice in the Xero App - the same as the browser version.

    1 vote

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  5. It would be really helpful if you can add more filters in the Project Summary reports, e.g.. a date range for "Closed Date" so we can report on Projects completed in a specific month. At the moment the date range is based on time entries only.

    1 vote

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  6. When matching transactions in the reconciliation screen, the easy way to make a note is int he "Why" box this shows up under Description instead of Reference, adding the check number also doesn't show up when searching, this should be a simple fix.

    1 vote

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  7. It would be useful to be able to run a profit and loss for any chosen number of months, showing each month in a separate column. Currently if you set up a profit and loss report to show 12 months, and subsequently want to view results for say 9 months, the report will still show 12 individual month columns, with 3 of these being outside of the report criteria.

    2 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  8. Please add a column in the VAT report to seperate the contact from invoice description (eg details column) to make VAT easier to analyse for larger companies using Xero.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  9. I would like the ability to run business tax computations for partnerships. At the minute, Xero Tax only allows this for individuals.

    1 vote

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  10. Workpapers to run for periods (not just years) and for periods ending not on a month end.

    The majority of my clients have a year end with 5 April. At the moment i would only be able to run the work papers to 31 March. I also have other clients with year end dates throughout the year.

    In addition to this, I can only run the workpapers for a full year. What happens if a business ceases. Often we need to run a set of accounts, and therefore workpapers, for a shorter/longer period.

    1 vote

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  11. Xero payroll to include WPN only holders to submit STP. Currently self managed NDIS clients cannot access STP without an ABN.
    With the deadline approaching, a definitive indication from Xero as to whether this will be an option or not would be appreciated.

    1 vote

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  12. Currently the "Total Cash In and Out graph" on dashboard shows the total cash received and the total cash spent through all of the bank accounts in Xero. This graph excludes transfers between bank accounts as don't they affect the overall total.

    It would be nice to be able to customize that graph to exclude certain transactions. Ie. if a shareholder loan is made, this would show up as cash in.

    1 vote

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  13. It would be great to have the company ABN on the front page for annual reports, end of year financial reports. Can you add an option to add this please eg:
    Organisation name
    ABN
    as at date June 2022

    1 vote

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  14. Student Loan Tax Calculation
    Xero tax sets out the calculation of Income tax and NIC very well.

    Unfortunately, the system is obscure in relation to displaying the calculation for Student Loan Tax which is important for an increasing number of young people coming into financial maturity.

    We need to provide adequate assurance both to them and the increasingly aggressing Student Loan Company to avoid penalties and unexpected bills.

    I request that Xero includes a breakdown of the calculation on the Summary computation report.

    This would add a great deal of assurance and quality control for both our young clients and…

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  15. R&D tax repayments
    Currently with Xero Tax you can only request a credit towards the tax liability and not a cash repayment. Can Xero please amend this so that those that are amending CT submissions to claim R&D, can request to have the cash repayment rather than the reduction. it needs to be populated in CT600 box 865 (currently ).

    1 vote

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  16. Give sales invoices the ability to create self-billing contractor bills - the same as billable expenses but for the the sales side, rather than the purchase side. I produce high vol royalties where the suppliers(producers) do not physically bill, but we need to raise the charges directly in line with the sales received. Massively labour intensive and could be fixed with this function.

    1 vote

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  17. A tab with a functionality where all outgoing email communication for a Xero entity can be recorded and reread in one place.

    1 vote

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  18. 1 vote

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  19. As you cannot retrospectively link a return to an existing job, it would be great if there was a setting you could turn on that only allows the creation of a tax return once the Job has been created.

    1 vote

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  20. A 'Date Added' field would be great, to show when a client was entered into an XPM account.

    It would also be good to add this as a client report criteria, so you can filter dates.

    2 votes

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