1279 results found
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Xero Tax (UK) | Company Accounts and Tax Return - option to have a blank date
Could we have the option to send out accounts and tax returns without a date on them, so that when the client signs them via E-sign options, the date can be updated to reflect the date they signed?
We have been embracing Xero Tax for all our company accounts and tax returns this year, to really identify what still needs to be addressed and provide that feedback before we abandon our existing software.
11 votes -
Xero Tax (UK) | Company Tax Return - option to change approval date
Please could we have the option to change the Corporation Tax Return approval date in the same way that the Accounts Approval date can be changed to reflect the actual date the client signed the accounts and tax return.
Or better still, we could just have one are to change the approval date and it would update both the accounts and corporation tax return
We have been embracing Xero Tax for all our company accounts and tax returns this year, to really identify what still needs to be addressed and provide that feedback before we abandon our existing software.
4 votes -
UK Tax - Tax Return/Filed accounts status reporting
Please can we have a simple Tax Return Status report that we can run by tax year (or other appropriate filters) that shows all the relevant fields that I can see on personal tax return screen.
This way we would be able to run a report for a particular tax year and see who we still have to do by way of a control check. This would also be useful on the company tax and accounts side
I would also like to see a date finalised on there so we can review and plan for the next tax season
I…
11 votes -
Practice Management | Financial reports for non Xero clients
Ledger system for Company Financials
I have just changed from Reckon Elite Practice Management to Xero Practice Management.
EPM allowed me to enter data from GL summaries from clients various accounting software, prepare year end journals and generate Financial Reports etc.I've found the Financial Report templates in HQ but can only use for clients with Xero subscriptions.
I would like to know what others are using for the above purposes if their client is not using Xero as their accounting software.
1 vote -
XPM: Ability to have alias email address for multiple practices
Xero Log on - Alias email address for use with multi practice access.
Currently working in two accountancy practices with access to Xero but can only have one access to Admin. This means restricted access to one practices clients and having to be added manually to each client.
I have a generic email address from my Log in so the clients are not aware I work for multiple firms. This has to be explained to the client as it shows in their user list. Also when emailing clients directly from Xero, an alias email has to be created for that…4 votes -
AU Tax - Exclude Client's Bank details and DOB when sending lodged return
Outside organisations are requesting copies of Tax returns and we don't want to show Client's bank account details and date of birth on the Lodged Tax Returns when sending via Xero electronically.
Clients of ours firm are concerned with identity theft. If this could be implemented it would be a great feature.
This affects Xero Tax and Xero Practice Manager.
18 votes -
Xero HQ | Ask Queries - Control name of sender
The option to set the practice name as the sender for a query and not the Xero user. E.g. "Xero Accounting Group via Xero" and not "John Smith via Xero".
2 votes -
Xero Files: File upload notifications for administrators
When a client uploads or emails a file to the Xero files area of their own subscription, it would be helpful if we, as their accountants, could receive a notification to let us know there is a file waiting for us.
This should be an optional setting, perhaps even with limits (eg notify me for every 5 files uploaded).6 votes -
AU Payroll reports - Sort by First OR Surname
I would like the payroll reports to be able to be sorted by first name or last name. I sue them for a number of reporting requirements with third parties and it would make it so much easier if I was able to do this.
11 votes -
AU Tax | Estimate on Company Tax Return - Move to front page
There should be the option to show the tax estimate (i.e.: calculation page) for companies on the front page of the tax return instead of being buried within the body of the report.
For a lot of clients the first page is what they are really interested in (calculation of tax payble/refundable).
Having the flexibility of being able to change page ordering within Xero Tax without having to do it manually would be helpful.
6 votes -
Xero Tax (UK) - Support for custom notes in Financial Statements
When preparing the statutory accounts in Xero Tax it would be great to have the feature to create your own "freeform note". For example, I need to add a secured debts note to the accounts however Xero does not currently provide this note amongst the list, therefore I need a freeform note where I can determine the heading and body of the note to feature in the notes to the financial statements. Currently the workaround is to declare the secured debts note as a line with the creditors which makes the presentation of the accounts weak.
15 votesHi team, reviewing this idea our team are exploring the possibility of adding the ability to add a number of Freeform Notes in some of the Financial statements for FRS102 1a as part of our plans to improve the Notes & Disclosures and offer greater flexibility. We'll round back to share once we have confirmation for you all. 🙂
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2 votes
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Xero Tax: Ability to undo field labeled as "edited"
When preparing personal tax return on Xero, I accidentally edited the field "Your spouse's assessable income" in Spouse tab and now it's labeled as "edited"
It could be great if I can undo the 'edit' so the field can automatically generate data from spouse's return like how it was
3 votes -
BAS - Ability to adjust amount payable/refundable when preparing
My clients overpaid for BAS in previous quarter, results in CR amount on ATO portal.
It could be great if I can add this CR amount when preparing next BAS in Xero so they can offset payable/refundable amounts.2 votes -
Xero Tax(AU) | Automate M2 (Medicare levy surcharge)
M2 Medicare levy surcharge - Number of days not liable for surcharge:
Can this be automated to an extent based on the Income for Surcharge Purposes field that is automatically filled? Have been caught out a number of times where the Xero defaults to 365 days not liable, however the threshold is exceeded due to combination of spouse income.
7 votes -
XPM | Job Manger - Bulk allocating Task/s to Multiple Existing Jobs
We have the AS' downloaded from ATO automatically and this creates a new job for every AS. We then need to add an AS task to every job individually.
Would be great to be able to add task/s to multiple jobs in one go - similar to how you can assign staff/manager to multiple jobs in one go.
6 votes -
Archiving clients in XPM and Blue Xero
It would be great if when Archiving a client in XPM it also Archives it in your Blue Xero
7 votes -
Xero HQ: Change Xero Advisor Certification expiry date
Currently all Xero advisor certifications expire in December which is a really busy time for accountants in the UK and it's nearly impossible to get everyone to recertify at this time.
I think it would be welcomed by all accountants if this could be moved to our quieter season in February/March and I think as a result a lot more people would recertify.
2 votes -
Invoices: Bulk update invoice numbers
Hi There,
The ability to change invoice number sequencing in bulk for invoices that have already been approved
3 votes -
Practice Manager | Report on Final Returns lodged
I am wanting to run a weekly report which lists any lodged returns that have been ticked as Final Returns in the return itself. This will then trigger a set of tasks to wind up the client (ie ASIC deregistrations etc).
10 votes
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