349 results found
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share capital note table
Include a table showing the share capital issued.
1 vote -
operating profit note
Include a table for the operating profit note with the required disclosures e.g. depreciation, directors remuneration etc.
1 vote -
export code
The ability to have client codes and export codes be the same to make it easier when bulk updating manager and partners
1 vote -
AU Tax show non refundable tax offsets on estimate
Ability to show the breakdown of "Non refundable tax offsets" on individual tax estimates. Mainly Primary Production Averaging details.
1 vote -
withholding tax ph
In the Philippines, withholding tax is required from most suppliers and customers. I can't find the withholding tax feature in XERO that automatically deducts withholding tax in the invoices or bills. I manually enter a negative amount to deduct from the invoice the Withholding tax payable and also manually enter a negative amount for those bills which we are required to withhold tax too.
A function like this would be easier for clients to input data and not be confused with withholding tax payable and receivables.1 vote -
Pre populate contact details Trust and Company Returns (Xero Sign)
As with Individual returns and Activity Statements, the contact name and email address are automatically populated when you press request signature. For some reason, Company, Trust, and Pship returns have to be manually entered. Besides the time, it opens up the risk of an incorrect address being entered. Please fix this small but meaningful step.
1 vote -
NZ Tax - Ability to search tax transfers by From and To client
Currently the search only looks for Recipient name.
Would be good to have an explanatory note to that effect in the Transfers tab.Further, and even better would be ability to search the From names as well.
1 vote -
BAS STP data prefilled
Would love to see Xero Tax to prefill STP data (W1 and W2) into BAS/IAS.
3 votes -
Accounts production
Once the Statutory accounts are generated more customisation options would be very helpful. The ability to add or group headings in the P&L and balance sheet would be great. Currently there is no option to show pre-tax profits in the P&L or to show more detail within certain grouped headings in the balance sheet.
1 vote -
AU Tax- Ability to calculate the number of days not liable for the medicare levy surcharge
Xero Tax(AU) | Worksheet to calulate number of days not liable for M2 (Medicare levy surcharge)
When some client has more than 1 health insurance policy and the period of the same are diffrent and sometime overlapping we need the work out this manually which can sometime be wrongly caluclated and can impact the tax estimates.
Xero should have a worksheet where we can enter policy details along with perioid of coverage to that it can calculae the days acurately. Similar feature is avaialble in MYOB AO and comes in very handy.
49 votes -
Cover Letter Template to include Spousal Tax Information
The Cover Letter shows the Taxable income and refundable/payable amount, can it also then include spousal tax return information so we can send one cover letter for two tax returns.
2 votes -
AU Tax - Losses carried forward - Tax (AUS)
Losses carried forward have to be manually entered each year. It would be great if the information flowed through automatically from the prior year tax return. This will help to reduce risks that someone may accidently omit or incorrectly enter losses.
67 votes -
Personal Tax (UK) | Unmark as filed
It's not possible to reverse a Personal Tax return that has been marked as filed. It will be great to do it.
1 vote -
ir7 ability to have a group schedule for allocating income and tax credits to partners
Make a schedule for allocating partner income and tax credits allocations with a total giving the ability to allocate income on the one page. Currently you have to go into each partner schedule. There is not always an even split of income and with many partner entities it is very time consuming.
2 votes -
PLS Report in TrustEasy Format to manage Fee From Refund
PLS Report (EFT Reconciliation Report): Currently it merges first two fields of client name and surname and if that could be fixed with ability to export in .csv / excel please. It would be great if it PLS report could be exported in TrustEasy format to manage fee from refund (attached).
2 votes -
AU Tax - Trust PAYG Instalments
Brand new 2024 Tax release and there is STILL nowhere to enter PAYG Instalments paid by a Trust.
The Trust income tax estimate is therefore incorrect, and I need to manually create it in excel.
EDIT: And the option to print an estimate (as part of the exported tax return) has disappeared... Couldn't even copy it from 2023 to 2024...
2 votes -
AU Tax - Trust Income Schedule
I'm completing my first Trust ITR for 2024, and inputting info into the new Trust Income Schedule.
The Non-PP income flows through to Item 8, but the Capital Gain isn't flowing through to Item 21...
WHY do you insist on SO MUCH double entry??!?
It's not even throwing an error, like the 'Managed Fund' schedule does in an Individual ITR??
2 votes -
filter transfer status
In the Transfers screen, Need a filter option on the Return State column to save having to move from page to page of results to find all the Assessed ones (even after having sorted by that column)
1 vote -
automating invoice payment reference i.e. Sales or Service Invoice numbers
It will be very efficient if there is a feature automating invoice payment reference i.e. Sales or Service Invoice numbers
1 vote -
letter populating from NOA details
It would be great if Xero could create a letter/email to send to clients from the information we input from their NOA details.
1 vote
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