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For accountants & bookkeepers

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  1. Ability to move active jobs within a client so that when the automatic retrieval from ATO (+New Return, +New AS, +New CURNN) goes to the top job on the list. At the moment it automatically goes to the last job created. This wont necessarily be the job you want the automatic retrieval to go against. Should be able to sort the active jobs so that this can happen. We currently have to go into the automatic BAS created, delete it, open the correct job and create a new BAS from there.

    1 vote

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  2. It would be great to have the ability to change the issue date for draft invoices created in Practice Manager. The only way to do this is to delete the invoice and re-create it which can be very time consuming. The Due date can stay as the company's default, and update according to the new issue date.

    1 vote

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  3. Please add National Bank of Canada and HSBC to your list of banks that can be processed through Hubdoc.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  4. Debit card transactions are not needed to be reported on 1099s. When using bank feeds in checking accounts it does not distinguish debit card vs check. I suggest there be a option to identify debit card vs checks so the debit card activity is not automatically added the the 1099 reporting.

    7 votes

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  5. From the client record, it would be useful to see a link to the tax returns, and from the tax return, a link back to the client record.

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  6. Exporting Canadian GIFI schedule should be enabled for the current tax year. Sometimes we need to export the current period to run a tax projection in the tax software.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  7. Currently when XPM gets the Summary of Earnings information from IRD and imports this into the XPM tax return, this imports all the names of where they have earned income from in CAPITAL LETTERS. This isn't very friendly to the eye and we will often go in and rename each of these imported lines so they look nicer.
    Or if these aren't edited, but other data is added e.g. business income, then the format won't match.
    All caps is very ugly!

    It would be great if XPM would import automatically with first letter in capital letter and the rest in…

    1 vote

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  8. The ability to bulk upload/import Recurring Jobs via .csv file, in the same way you can Bulk Import Jobs that are not recurring.

    This allows for each row to have the copy/paste capacity for overlapping criteria and can be quickly created through a spreadsheet (which could stem from an Export of your client list to 'schedule' your job creation throughout the year).

    One import for an entire client base would be considerably more streamlined and efficient.

    53 votes

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  9. It would be great to see the tax refund/payable next to the tax return in the client view, tax returns tab, saves opening up the tax form. Would also be good to see the assigned staff member in the jobs tab in client view, saves clicking into job.

    5 votes

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  10. Whilst this currently auto calculates, there is no calculation in Xero to confirm the return has the correct amount. This has to be checked manually, which can leave room for errors and requires extra work by users. It would be more efficient if the system could check this.

    11 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  11. Currently this is required to be added as a worksheet. We would like to have this as a standard part of the return (like individuals)

    17 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  12. Recent new requirements from the ATO mean that businesses have to nominate new BAS and tax agents via ATO Online Services for Business, before the Agent can add them on their end (on ATO Client Services for Agents). This requires the tax payer to have set up MyGovID, gone into RAM and log into ATO Online Services for Business. The majority of clients have no idea how to do any of this. It would be good, if there was a way that they could nominate the Agent from Xero instead. Perhaps the linking of the Xero file to the ATO…

    6 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  13. I wanted to put a suggestion that when hubdoc is getting the totals, that they get the correct total and maybe even a prompt when it is unsure of the subtotal and total. I have had a few issues come up where hubdoc is bringing in the incorrect total.

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  14. XPM Standard reports - we need more filters added here for example ability to select partner/manager instead of running the full list. even being able to filter by job category would help on all standard reports.

    1 vote

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  15. Tax calculator - Handi has a button you can press for a tax calculator, just enter the income and it shows the Tax, Medicare & offsets (low income & former low & middle income). Awesome feature that allows you to show a client quickly why their refunds are low. Also allows a quick cross check.

    20 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  16. Sooo many suggestions! A shortcut CGT entry, could be easily done by making the boxes in the CGT summary clickable like the expenses area. Thereby not having to complete a full schedule for everything.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  17. Xero advisors in the US are climbing an uphill battle since Xero is not well known, I would love it if I could get on the advisor directory with less points. I cant get Xero clients without the directory but I cant get the directory without Xero clients. Its a catch 22

    1 vote

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  18. I run a small firm and for me it is not worth subscribing to your esign bundles. I need approximately 10 signatures a year and paying £60 for 10 signatures is not a justifiable expense to me. You should offer either a smaller bundle of 10 signatures or maybe a pay by signature option.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  19. Have a separate tick box to include/exclude the detailed disclosure (separate from other schedules).

    We would like to be able to print schedules where required but not show all of the detail for the asset and liabilities disclosure. Allow us to select which schedules get printed with the tax return, rather than the all or nothing approach.

    8 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  20. The R & D Schedule does not automatically pull through the following items in the tax return:

    R & D recoupment amount (Part B -7) - This amount is required to be manually entered on the income tax calculation statement at label M, R & D recoupment tax.

    Total clawback - additional assessable income (Part B - 9) - This amount is required to be manually entered in the reconciliation spreadsheet, Other assessable income, label B

    4 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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