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1465 results found

  1. When running reports, the ability to filter and display employee fringe benefit contributions. Currently only available on partnership returns - should also allow company & trust forms.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  2. Regarding XPM > BUSINESS > SETTINGS > IMPORT

    can you make the function similar to blue xero bank feed import? Namely,
    - in blue xero, it gives you a preview of what the import file will look like on the bank account before clicking import?

    • one time i mixed up the job name with the client name field. and instead of warning or coming up with the error, it just created new clients upon import. I had to delete so many incorrect clients created from that job import
    2 votes

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  3. Please improve the spouse link as there has been several times where the spouse income details are not populated in the tab CX0015092095

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  4. 1/ we want a green xero report showing
    - relationship (director of, partner of, etc)
    - green xero tax refund/payable
    - noa refund/payable
    - noa received or not
    (CX0015092225)

    2/ we want to open the tax return form itself in the green xero custom reports. So far you can only open the client profile. (CX0015076350)

    3/ can you make all date columns in dd/mm/yyyy format instead of having to export to csv to achieve this? (CX0015075617)

    4/ can you have a column to show client's bank account details on xpm profile, and client's bank account details disclosed in the tax…

    1 vote

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    Hi Christopher, few ideas rolled up in the one here. We ask that each idea be separate on the product ideas forum so others in the community know exactly what they're voting for and we can share with the correct product teams, and keep you updated on any progress on the site. 

    Also appreciate you referencing your case numbers with Xero Support however they don't really help others in the community. 

    For your idea on adding more fields to the report - we have another here that you may like to also join and vote on. 

    I'll update your idea here to reflect your second request for being able to open a clients tax return form within Practice Manager. 

    I welcome you to create individual posts for your other 2 ideas here also. 

  5. XPM job financial summary is available from the job screen and financial tab, under "print financial summary". As currently prepared the financial summary does not report actual invoices and total amount invoiced, in addition the report does not include the profitability measures for rate per hour and recovery percentage. This would be useful to have these calculated and presented at the top of the report.

    4 votes

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  6. 90% of the time when I want to move a timesheet entry it is to a different job for the same client and probably 99% of the time it is to a job for a client in the same group.

    However the "To" list that pops up is for all clients and when you type the first few letters of the client name it appears on the bottom line of the screen so you still usually have to scroll down to find the correct job.

    Is it possible to make all the jobs in the "From" client's group appear first…

    1 vote

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  7. Ability to remove/block MANUAL button on EFT details at cover page of tax return.
    This way accountants can not manually change bank details, bank details are therefore only taken from CLIENT details or the AGENT bank account.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  8. Would be great to have the ability in XPM tax to identify if the client has a payment arrangement with IR. If there is somewhere in tax we can enter this information and this gets flagged when approving the tax payment letter, not to send the letter if the tax year is under arrangement.

    29 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  9. Hi All, As we are based in Northern Ireland we have a lot of clients that purchase from both sides of the boarder, and are required to submit intrastat declarations on a monthly basis, however unlike Sage, this information can not be stored in Xero and then exported to submit to HMRC.

    It would make reporting this information so much easier.

    3 votes

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  10. Would be useful for tracking purposes to have ability of exporting clients list together with table informing who is subscriber. At the moment even filter like that cannot be applied to display clients in Xero HQ.

    2 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  11. Provide an option under the client group to bill wip that's under multiple clients in the group with one invoice.

    At the moment it appears this can only be done under Invoices in the Business menu. Under the client group itself, while an invoice can be created for multiple jobs for one client, you can't create a single invoice to bill wip that's under multiple clients in the group.

    6 votes

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  12. AU TAX - Client Substantiation for all Tax Returns.
    Only Activity Statements and Individual Tax Returns have Client Substantiations. Can we have client substantiation documents on all tax returns included in Trust Tax Returns, Partnership Tax Return, Company Tax Return.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  13. You should be able to use autosync to publish multiple document types in Hubdoc. Dext can do this.

    6 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  14. In the Tax workpaper, allow for extra tax credits - e.g. foreign tax credits (we have a number of non-individual clients who receive these)

    1 vote

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  15. Provide the ability to schedule requesting on a daily basis the EFT Reconciliation reports in XPM, currently being a manual request locked behind Business settings permissions.
    Provide also the resulting reports in either a Custom Reports area or standard reports so admin staff without the Business Settings permissions can view the ATO EFT reconciliation reports, filtered by date and Tax Agent Number. Possibly add a permission to view these reports as a separate permission.

    3 votes

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  16. It is frustrating that the default is set as 'yes' to collect tax via PAYE in xero personal tax returns. This would be the exception rather than the rule for our clients and it's very easy to miss this when preparing the tax return. It's unhelpful that we are unable to change the default to 'no'.

    1 vote

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  17. In XPM jobs, have the option to view all timesheet narration and time spent in the financial tab. Currently, it only shows the task and time time/cost, but not the narrations. Previous Xero product WorkflowMax had the ability to show all timesheet narration of a job in the financial tab without clicking into the Billing Work Sheet. See attachment 1 for an example.

    1 vote

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  18. AUDIT CHECK FOR DIVIDENDS RWT AND IMPUTATION CREDITS IS TOO SENSITIVE - IT IS PICKING UP VERY SMALL ROUNDING AND ALERTING.
    Xero needs to allow for the "rounding" to be accepted - maybe expand the parameters. Unless we go into the return and round it up or down (which is a terrible waste of time) then the alert stays there, and we then get the scenario of anybody looking at the return wondering if there is an error and then they go and check - once again - a terrible waste of time.

    3 votes

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  19. Would like to be able to use ABN in a custom template for Job Brief, Invoicing, Purchase Orders etc in XPM

    2 votes

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  20. I would suggest that Xero should provide direct debits from all your accounts in one report.

    1 vote

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    Hi Komal, just to make sur we understand the idea here properly. When you say you'd like a report of all direct debits, is this where you've made a direct debit payment for bills? Or where you have customers that may be on direct debit payments with your business? 

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