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1448 results found

  1. It would be great to have an option to prepare a CT600 only: We prepare a number of accounts for friendly societies so don't file accounts for them, but we do need to file CT600s for them.

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  2. Xero currently defaults to print/show TFNs on 2017 or older returns (eg Show TFN ticked). However it defaults to NOT print/show on 2018 - 2023 returns. We have been told this is something we cannot change in our settings, it would be a much safer option if we were able to control this setting, or at least have it all operating the same way.

    3 votes

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  3. Is it possible to have a "heads up" on what changes are being planned.
    For example, the procedure for client deletions has just been changed so that a client with IRD Number/Tax Return cannot be deleted, with no notification to us as users that the change was being contemplated, let alone actually happened.
    This then leaves us asking for the change to be undone.
    If been advised beforehand, could have suggested options which be suitable to all parties and mean that reprogramming is not required.

    6 votes

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  4. Would you add Illinois Bank & Trust to the supported banks in Hubdoc? Address is 700 Locust St, Ste 600, Dubuque, IA 52001 USA

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  5. One should be able to create tax returns for Companies that switched their Financials years to calendar year, to avoid late lodgements. For Example, for the companies whose financial year is 1 Jan,2022 to 31 Dec,2022, need to wait till Jun 2023 to file their tax returns

    24 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  6. Ability to Delete a Client from Xero Practice Manager if they have an IRD Number and/or Tax Returns.
    Have found that XPM has been updated so can no longer delete a Client if they have either and IRD Number or Tax Returns (including Archived Tax Returns). Client has to be Archived instead. Wanting to delete especially in cases such as the Client being deceased, rather than having to Archive (especially as Archived Clients can still appear in reports).
    While could delete the IRD Number and all Tax Returns from the Client, then delete, this could be a long process (as…

    3 votes

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  7. I would like an easy way I can get a list of my clients who are still on STP 1 so I can help them move to STP 2?

    5 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  8. Document packs having full Adobe functions, in particular the 'audit report' of IP and or email sent to

    7 votes

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  9. It's a small annoyance - but an annoyance all the same.
    (mostly I am annoyed with myself for forgetting the two sections are different ;)

    In the Destinations section of Publish & Proceed - when you start typing in a Contact name if it doesn't yet exist you get the option to add as a new contact - and the beginning of the name you've typed staysa in the box. Then you finish typing it in and hit Create.

    But above, in the Transaction Details section when the first letters don't pull up a known supplier, and you hit +Add…

    8 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  10. Would be great for team members to be able to enter timesheet credits for flexitime hours over their standard daily hours, without having to enable the Financial privileges option in Staff settings (as this then provides visibility to all timesheets, ability to lock/unlock timesheets, ability to enter time for other team members, along with various practice financial report features etc).

    2 votes

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  11. Be able to see the email body of the document pack that was sent or alternatively a copy of the document pack sent to the staff member who sent it to the client so that there is a record of what the email body contained.

    37 votes

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     ·  9 comments  ·  Xero HQ  ·  Admin →
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  12. Bulk update industry classifications in Xero HQ. Import the data through a csv file.

    1 vote

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  13. Enable an advanced setting in Xero to have customised columns Change dependant on client (e.g., GST, Credit, Debit, Date, Reference). With the rollout of new reports its frustrating when generating reports on client's P&L to have to change for every single column.

    3 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    Hi Mark, want to make sure we understand your idea here properly. When you say you'd like customised columns per client - Would this be like the ability to set standard columns that will be selected by default to appear on any reports you run in a clients organisation? Or something a little different you're asking here? 

  14. In Xero Tax when we save the completed tax return for the client as PDF for email, is there an option to hide other sensitive information in addition to the TFN, such as date of birth, address and bank details.

    45 votes

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     ·  6 comments  ·  Xero Tax  ·  Admin →
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  15. I would love to see Hubdoc Convert an ATB Statement. This is a Alberta Canada Bank but it is a very widely used bank by small businesses. This would be useful for any businesses/ accounting firms or bookkeepers in Alberta

    6 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  16. Would like HSBC data to link to Xero or at minimum be supported for statement extraction.

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  17. Contractors use Lowe's and Home Depot credit. Can these statements be uploaded and converted to csv file for Xero?

    1 vote

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  18. Ability to transfer tax return link to other jobs. we have created a tax return in the wrong job or want to transfer the return to another job. Would be great if the hot link can be disconnected and reconnected to a different job.

    48 votes

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    Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.

  19. Change the headings used in the notes to the accounts in the statutory accounts.

    Trade creditors/trade payables- just use one not show both.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  20. 37 votes

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     ·  16 comments  ·  Xero Tax  ·  Admin →
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