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  1. Currently if a tax letter email fails to send, for whatever reason, there is no email notification it failed to send. The system really needs to be enhanced so the person who sent the tax letter from XPM gets an email notification that the tax letter failed to send to that email address. Currently it is just blind faith that all letters are sent which is clearly not good.

    36 votes

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    6 comments  ·  Xero Tax  ·  Admin →
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    Our team is looking into this idea, however, they don't have any dates planned on when they’ll develop a notification to let you know whether a tax letter has failed to send. We understand that this feature is important so that you can be certain your clients have received their tax payment reminder letters.

    We are monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status, and if there's any movement, we'll make sure to come back and update you here.

  2. Need seperate accountants report options for Ltd Company and Sole Trader
    Currently only have this for Company accounts and if you edit it to be suitable for a Sole Trader, then it is not suitable for a Company.
    Need to be able to choose between two options

    9 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  3. To be able to delete a client from Xero tax. I have one I used as trial data and it is frustrating that it is still sitting in the list.

    4 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  4. when we have a report that we would want to specify the type of return e.g. ir3, ir4 there does not seem to be the IR4J specifically for when we file a IR4J on its own for members apart of a consolidated group and only require to file their own imputation return.

    It would be great if this could be included as this helps when reporting our internal filing stats.

    1 vote

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  5. It would be good if you could copy and paste from a document in HUBDOC. Like you can from any pdf format document.

    eg If I enter an invoice in HUBDOC it would be good if I could go back to it and copy and paste the bank details into Xero like you can from any pdf document.

    44 votes

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     ·  4 comments  ·  Hubdoc  ·  Admin →
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  6. Can we get some some tax returns to be protected by password within Xero Tax?

    9 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  7. Would be good when using the Xero report templates that when net assets balances are negative that a Going Concern note is included in the accounting policies to the notes to the financial statements.
    This seems to be an automated process on most accounting packages that we have used but very much a manual process through Xero.

    3 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  8. Need the ability to be able to add a filter in the Returns page to look at a client group.

    Predominately will be used for bulk status updates, but I'm sure others could find more uses:

    • approval of a group (sometimes approval from each individual return is not appropriate)
    • "out to sign" once a pack is sent via FuseSign etc.

    Would also be useful for a quick snapshot of where the group is up to instead of having to run a report or open the taxable group to see.

    thanks! :)

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  9. Change the order of lines entered into worksheets. Either by drag and drop to re-order or having the ability to sort alphabetically.

    5 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  10. There is an issue with AIM reports going direct to filed tab and have to be individually moved to archived.

    There should be some bulk ability to move filed to archive

    2 votes

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  11. We have lots of Xero systems that belong to one client, one of their admin employees left and we had to remove their e-mail address from each Xero system manually. It would be much easier if we had users' directory and be able to filter by e-mail address and remove people much easier from the associated companies.

    4 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  12. Add the option for differing annual leave allowances (weekend rates) that deduct from the overall annual leave accrual.

    Currently the workaround Xero has advised is setting up a "weekend annual leave" leave type with the correct leave loading for weekends and manually adjusting the leave accrual.

    Alternatively, a possible solution is adding an allowance leave type "O" for reporting.

    7 votes

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     ·  3 comments  ·  Admin →
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  13. If you have your firm time billing set to round up then all of the reports - even actual time reports, report the rounded hours and not the actual minutes worked. This is really inaccurate and makes it really difficult for me to get a good gauge on employee billing and performance. Please look at amending any reports using a rounded time figure that should be actual time.

    In addition and also critical to this issue XPM timesheets for payroll but I am also pretty certain that if you are using XPM timesheets for your payroll it pulls/exports the rounded…

    3 votes

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  14. Would be great to be able to sort the timesheets by the column headings. They are blue but don't actually do anything when you click on them.

    1 vote

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  15. It would be great to have the option to prepare amended financial statements prior to previous financial year as this option is not available now.

    3 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  16. Practice Manager - Edit Jobs Manager screen to add or delete columns that are relevant to a practice The ability to add notes would be very helpful.

    4 votes

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    HI Sally, jumping back on your idea here our team are working on providing more flexibility to the info you view from Job Manager.

    Right now, we're developing columns for Staff, Manager and Partners. Around the same time we expect to deliver these additions, we'll also enable you to hide detail you'd prefer not to view. So, you can decide and only see the information relevant for you when viewing Jobs.

    We'll return to share more when this is available🙂

  17. For large farms/orchards or multiple businesses in the group, needing a P & L each for each Farm and Orchard. Then a combined statement P & L bringing all the totals together with the group overhead expenses. Currently have to do separate custom reports in Xero then paste in, would be good to have it all formated in one spot not doing multiple reports and copying and pasting. Currently using another accounting software provider to do the financials and only using Xero to collect the date, would be good to have it all in one spot

    1 vote

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     ·  0 comments  ·  Admin →
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  18. For deceased individual clients, the period end date for their final tax return needs to be changed to their date of death. The tax return should not still be reporting the entire financial year.

    There is a cell where we are able to input client date of death.

    Recommending for product team to code this update so the period end date of these individual tax returns are also updated to reflect the Date of death.

    11 votes

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    4 comments  ·  Xero Tax  ·  Admin →
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    Hi everyone, while we appreciate you raising the idea for this here, we want to be upfront that this is not something we're looking to develop. 

    For electronic lodgment, the ATO's requirements to report the whole year with data of death as an extra field. There are validations and calculations that use this date. This is different to paper lodgment. 

    As this is the case, we will not make the end date editable.

  19. It would be wonderful if we could transfer interest, dividends, annual trust distribution information, and capital gains between a husband and wife (or partners etc) when the accounts are held 50/50 or 1/3 25% etc without having to re-enter the schedule into the other party's tax return.

    Link the partners together like it does with a rental schedule.

    13 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  20. And before someone tries to tell me XPM is a premium product and that's why it has additional functions like search 🥴 search is not a premium feature. We just want to be able to search for a client without changing from Returns to Clients page.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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