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1466 results found

  1. Client full legal name should display on the individual tax return rather than their display (preferred) name. Or give us the option to choose which name should be pulled into which report.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  2. Create a Registered Office field in the contact details so that for client companies, we can have a quick view of physical/business, postal and registered office details. Currently, we have had to create a custom field, which you have to scroll down to the bottom of the page to view.

    104 votes

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  3. Archiving a client with a Xero Ledger/Plan seems almost too easy as there is no warning to prompt you to cancel the subscription/or remove yourself as a user - So you could end up paying for a Xero Ledger/plan indefinitely and not know.

    As an example, we discovered 20+ entities that had been archived in XPM/XeroHQ but not cancelled in Xero.

    There is currently no way to easily find out if any active ledgers/plans are on the Archived list (which thanks to the Xero Single Client Record Process we now have 3,000+ archived clients) as you
    a) cannot filter by…

    22 votes

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     ·  4 comments  ·  Xero HQ  ·  Admin →
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  4. IRD has $ for 3 provisional tax payment dates, however the Tax Payments listing only shows the next provisional tax payment due and misses the 2nd and 3rd ones until the date of each provisional tax payment has passed. It would be more accurate to have all tax payments showing on their due date regardless of the date of viewing.

    4 votes

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  5. It would be useful to be able to email tax returns direct from XERO tax. Returns sent by XERO sign can only be viewed by a client in their entirity prior to signing if they have an ADOBE account.

    3 votes

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  6. Once filleted accounts have been filed, there is no option to add or remove the detailed P&L to the full statutory accounts.

    1 vote

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  7. We would like to be able to run a listing of physical payments made to IRD by clients over a date range that shows the client name, IRD number, payment date recorded by IRD, tax type and the tax period/year that it was applied to.

    This would enable us to easily identify when clients pay tax to the wrong period.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  8. We have many individual clients who don't have a company or trust etc. Can there be a salutations field that can be used specifically for addressing them in invoices and tax letters that doesn't affect where they stand in the alphabetical order of things? If we update their display name, all of those clients would be under 'M' for Miss, Mrs, Ms or Mr rather that their first or last name which then throws reporting if you're looking for someone in particular in a list of people. Would be nice to have this carry over to Blue Xero so that…

    3 votes

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  9. Please make currency codes in dropdown menu in item 20 ITR display alphabetically (what psychopath decided it was a good idea to put them in a random order?). Also, it should have built-in exchange rates based on ATO average and year end data with the ability to select a methodology (i.e. Actual, Average, or Year End).

    2 votes

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  10. The 'Activity Statement Substantiation Declaration' page should display the period the activity statement relates to.

    7 votes

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  11. In Canada it is common to have January 1, 20XX as the fiscal year end date instead of December 31, 20XX. As a result, the Sales Tax Reports are unable to be utilized because even though I can have my fiscal year end matching in Xero, it won't let me run the report based on custom dates - for example, if I have a quarterly filer that has a January 1, 20XX fiscal year end, then the Q1 period is going to be January 2 to April 1 and it would be due May 1 - and not Jan 1…

    1 vote

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  12. Why is Xero Analytics and Analytics Plus not available for Xero partners within Xero HQ? Is this currently in consideration because it would be extremely useful to promote to existing clients who are currently using other BI tools that have no API connectivity with Xero and making the financial analysis process much more complex than it should be?

    4 votes

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  13. Audit trail to see who has created / amended / deleted custom reports. We had a situation where a report was deleted and unable to identify who had inadvertently done this.

    9 votes

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  14. Please let us can edit the layout of our xero advisor listing before our publish out. Thanks.

    2 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  15. The ability to create permissions for XPM that are assigned to a user role that is templated and then can easily be bulk assigned to staff within the practice.

    11 votes

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  16. Currently only able to raise progress job invoice in client. abilitiy to raise both progress and final invoice would be better than having to go to invoicing to raise final invoice.

    3 votes

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  17. I would greatly appreciate the option to easily print or download only the pages of a tax return that requires the client's signature, without including the entire document. This feature would be particularly valuable for accountants who frequently need just the signature pages from multiple tax returns. Currently, the process of manually extracting these pages using another software is quite time-consuming.

    5 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  18. Suggestion for development - We continually have problems with WFF transfers to associated entities. We have tried phoning IRD to put a halt on the account, then follow up with secure mail advising what transfers are required - however more often than not the halt is not implemented correctly. Would be great if Xero could implement something (even a tick box identifying transfers required) that would then trigger at IRD for them to hold funds pending transfer. Alternatively the WFF credit could be added into the tax returns, and transfers done via the return. (I have worked with other tax…

    3 votes

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  19. Please could we update the Corporation tax Working paper in the UK in Working papers for Marginal tax relief.

    It's fairly useless without it as the final figure does not agree at all to the value of the CT. Unless it's fudged and then you can't see the computation.

    3 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  20. Can you please add a tool for importing Bank Transfers to the conversion Toolbox. When there are more than two bank accounts, trying to work out the Bank account to transfer to, is a bit hit and miss, causing significant rework.

    1 vote

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