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1287 results found

  1. 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

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  2. 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

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    0 comments  ·  Xero Tax  ·  Admin →
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  3. 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

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  4. 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

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  5. It would be great if when Archiving a client in XPM it also Archives it in your Blue Xero

    7 votes

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  6. 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

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  7. Hi There,

    The ability to change invoice number sequencing in bulk for invoices that have already been approved

    3 votes

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  8. 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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  9. Ability to report on New & Archived/Terminated Clients with dates they were added/archived. Helpful for Practice Reporting & assessing promotion results etc.

    7 votes

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  10. In a shareholders' resolution template e.g., to appoint new directors you currently cannot get rid of the line that says "For the month ended 30 September 2022" or "For the year ended 31 March 2022". I actually want to eliminate that entire line as the date is at the bottom with the signatures or at least have the ability to only have one day at the top of the report.

    2 votes

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  11. I want to restore an archived client in Xero HQ and can change the list from Practice Clients to Archived but when I enter the client name in the search box it returns only practice clients.

    It appears the only way to find the client to restore it is to go the bottom of the archived clients list and click on "Show more clients" repeatedly until the client shows - quite a laborious process if the client is towards the end of the alphabet!

    3 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  12. Ability to edit review point, internal query and client query responses.

    Currently once you click reply to an Internal Query or review point or client query in workpapers there is no option to edit. This is frustrating if you make a spelling error or accidentally respond to the wrong query. It would be great to have the ability to be able to edit these responses if necessary.

    12 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  13. We wish we could use different sequence numbers for each branch and each department in one organisation.

    12 votes

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  14. Xero Practice Manager - Tax

    I want to be able to run two reports to see which staff have tax access to which clients and to see to which clients a staff member has tax access. This is very important for security purposes and additionally to help us meet our obligations as tax agents.

    8 votes

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  15. When the report is extracted through Report Builder, the value for Title field is always under Uppercase even though it's Proper case when we first select the option on the client section.

    This is causing unnecessary extra work for us to fix it manually every time we run the report.

    The report should show the same value as how it's entered.

    1 vote

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  16. Now that the Trust requirements have changed, is it possible to update the Client Relationships report. Accountants now have to provide the DOB and IRD numbers for the Trustees, Settlors and Beneficiaries. Currently, if I add the [client] tax number field and the [client] Date of Birth field, I get these fields for the original trust only, I need to get the [client relationship] tax number and DOB please.

    2 votes

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  17. When using the conversion toolbox import template to upload invoices and bills into Xero, it does not give me the option to map the Reference to the correct field. Instead, I have to go into each one afterwards and edit it to include the reference.

    There is a column in the import sheet for a Reference so I'm not sure why it won't map it to the correct field. It would be great if this could be fixed to cut down all the manual work we would have to do after uploading the invoices.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  18. allow quantities to be added direclty to the ledger and then to feed into reporting templates. manualy entered reporting data is fraught with danger and history is lost from year to year, which means we are replugging data every year...current "semi-automated" practice doesnt seem to fit with xero ethos

    45 votes

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     ·  7 comments  ·  Xero HQ  ·  Admin →
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  19. XPM Reports - Tax Return
    Create/ generate a single Tax Return Report on industry codes which includes: SMSF, Individuals, Sole Traders, Partnerships, Trusts etc.

    Currently we can only create separate reports for:
    - Individuals and Sole Traders
    - Companies

    2 votes

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  20. Many our trust clients have investments in managed funds, e.g. Macquarie Wrap, etc. Unlike ITR, currently there is no "Distributions from Managed Funds" worksheet in TRT. This means, we need to enter Capital Gains and Foreign Income in the separate sections from "Distributions from Partnership/Trust" worksheet. It would be great if all components from Managed Funds distributions can be entered into one worksheet.

    62 votes

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    9 comments  ·  Xero Tax  ·  Admin →
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