1363 results found
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User Access - Option to provide practice access when inviting a practice staff
Where clients are subscribers to their own Xero but add an adviser who is linked to a Xero partner practice, it would be useful if there was an option for them to choose to give the practice as a whole access so that if, eg, their contact leaves, the practice administrator can give access to their new contact as long as they are Partner Staff.
7 votes -
Create a Xero integration with Financial Cents
Financial Cents has created the best practice manager I have found and would like to integrate with Xero but is not receiving much cooperation. I and several other Xero users would appreciate the integration.
3 votesHi Glenn, we don't develop many integrations ourselves but interested apps can build these themselves. It sounds like this might be something Financial cents are looking into. It might be worth sharing this link to our Developer platform where there are experts and lots of help in developing an integration with Xero.
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Xero Personal Tax (UK) amount due column
We have been trying to match up a self assessment refund we have received for a client but can't find the matching amount.
Would be possible to say add an extra line onto the dashboard which shows that year's tax return amount to be paid or refunded.
3 votes -
Practice Manager | Clients - Add columns
Allow users to add columns for Partner, Manager, Client Group, Xero file type and subscription owner.
We have staff that work for a particular Partner's clients. It would be great to be able to filter the client list by all of the above information so that they can be easily identified for updating new staff permissions.12 votes -
AU Tax - Pre-lodge button for pre-2018 tax returns
Ability to pre-lodge tax returns for all pre-2018 tax returns in Xero Tax AU, this will help reduce the amount of lodgement errors upon the lodgement of tax returns.
2 votes -
AU Tax - Ability to change Capital Gain Tax discount percentage
When completing a tax return for foreign residents we needed to adjust the discount rate for the property that they had sold. Xero had no way for us to change the discount percentage so we said that we used the other method to not include discount and then added the discount we should be able to claim to the costs in the Capital Gain Worksheet. As per Xero Support this was the only solution. Can you please incorporate a way for us to change the discount rate of a CGT event?
11 votes -
NZ Tax - Audit check to check IRD number
When completing a tax return in XPM, have the audit check feature check the IRD number for hyphens so it's in the correct format. If the number is entered with spaces instead of a hyphens, the audit check lets it pass, and throws an error when submitting.
2 votesHi Franjo, currently an IRD Number validity check is done in Xero Practice Manager tax. Being open we don't have any plans of changing the check that is in place, however we do find most issues are caused when a IRD number is copy and pasted in to Xero and includes lead or trailing spaces which can throw an error.
We'd recommend typing this in to avoid issues.
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Xero Tax - Export/import full general ledger from clients software
line for previous assessment if return is amended so correct estimate will appear
private use for depreciation in ledgers
ability to export / import clients xero full ledger into our ledgers instead of manual journal3 votes -
AU Tax - Option to delete tax agent logo
Please add the option to remove the logo from the tax agent profile. Once you add it, there is no option to remove it
3 votesThanks for raising as an idea here, Inna. While it's not possible to delete a tax agents logo atm you could upload a blank white picture as the logo where you'd like to remove the existing.
We don't have any direct plans around this atm, but we'll get a sense of the interest here and let you know if there's any progress.
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Lock date - Auto lock once accepted by Companies house in Xero Tax
Lock dates to be automatically applied once accounts are accepted by companies house on xero tax.
4 votes -
UK Tax | Company - Liquidation & Cessation Accounts and CT Returns
Please add the functionality to set a cessation of trade date for a company in liquidation or in the insolvency process to allow for accounts and corporation tax returns to be produced from the last year end to the date of cessation of trade/insolvency.
This will enable Accountants to produce these closing accounts and CT returns from HMRC and so offer a one stop shop and earn more revenue.
46 votes -
AU Tax - Loan accounts to appear in Liabilities when imported
see
CX0014715231.When Importing from blue Xero to green xero - populating the tax return with data prepared on blue xero, the loan accounts with bank feed always appear in ASSETS section and no matter how many times we import that figure in the liability section, it appears as negative and thus unable to lodge
4 votes -
XPM | Job Manager - Attach Documents and Notes to Recurring Jobs
It would be great to be able to attach document and notes t Recurring jobs in XPM
5 votes -
AU Tax | Cover letter - Add Title placeholder
Need a placeholder for title (Mr/Ms etc) for cover letters. It should be an easy implementation, as tax returns should already have that as a label. We need it for the address section of the cover letter.
19 votes -
AU Tax - Retrieve Post Billpay & PRN from ATO
See CX0014786193 and
CX00141959901/ For ACTIVITY STATEMENTS - xero already retrieves the bpay details. Can Xero retrieve the Auspost billpay details, and ATO PRN details for credit card payment too to be printed/esign emailed when generating the Activity statement?
2/ For Income tax returns - for entities that have a payable result, can Xero retrieve the bpay, post billpay, and PRN details that can be printed/esign emailed along with the tax return?
3/ and for ITR, can Xero retrieve the bpay, post billpay, and PRN details so that it can be sent along with the OoA email/print out?
5 votes -
XPM | ATO Online Services - Automated scheduling of Income Tax Client Report
We leverage the Income Tax Client Report within XPM, and report on lodgements leveraging this data. It would be great if there was the ability to schedule the Tax Agent Request to the ATO for refreshed data - e.g. once per week, so that the reporting we have is automatically refreshed periodically and this doesn't rely on a person refreshing the data manually.
3 votes -
User Roles - Access to timesheets for managers in XPM
We need to improve permissions on XPM, I want to provide permission to my managers to their staff members timesheets. The only way I can do this is to give them access is by giving them Access Financial data which really is too high for what we require.
Only other way is to provide them with a report weekly...10 votes -
AU Tax | Trust distribution income in Company tax returns - attached franking credits to flow through to tax offsets section
Currently there is no option to create a worksheet behind the trust distribution income at 6E, when completing company tax returns with a trust distribution income (eg from investments). You need to enter the gross distribution at 6E and record attached franking credits separately in the calculation statement at 'Refundable tax offsets'. It creates confusion for some of the junior staff as they can easily put this amount at 7J as franking credits which isn't correct.
6 votes -
Project Summary report - Include who project is assigned to
Projects: On project summary report include column for who project is assigned to. This will be useful if calculating work in progress per assigned user.
3 votes -
2 votes
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