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1438 results found

  1. For PSAR, you can import an empdupe file to populate everyone's PSAR information (address, tfn, dob, name, etc.)

    We want a similar function using csv import for company tax return when importing the shareholder details whom received dividends from the company in question. It was painful to manually enter 27 shareholder details and their divdiend payment through your company tax return schedule.

    14 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  2. The Ability to Apportion the "Motor Vehicle Schedule" to different item labels in the tax return. It would be really handy if we have that option.

    27 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  3. Needed: an option button in Xero Tax which switches the Accounts between FRS 102 and FRS 105.

    The majority of our Clients only require FRS105 Accounts to be submitted to Companies House but they all ask for FRS 102 Accounts to provide to their Bank or for applying for mortgages etc.

    We also want them to sign FRS102 Accounts since they have much more disclosure and if Clients simply see the FRS105 version of Accounts, they question the fee we charge them for such a small output (not realising the amount of work behind preparing them).

    TaxCalc (which we came…

    31 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  4. It would be great to get a prompt or warning message that will appear when adding overlapping timesheet entries in XPM. Currently an 8hr day and end up more if time has been entered in twice....

    46 votes

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  5. When entering line items in Hubdocs it would be so useful if we could enter the same number of decimal places that are available in Xero. When we split invoices into line items it is very clunky having to make rounding adjustments because we only have 2 decimal places in Hubdocs, yet 4 in Xero.

    23 votes

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     ·  7 comments  ·  Hubdoc  ·  Admin →
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  6. Add a note function to each account. Similar to the queries button but just for general notes about what's in the account that doesn't need a resolution. This would be helpful near the account rather then just at the start in the job note section as it would allow quick access for others to see the note when looking at the specific account.

    53 votes

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  7. After receiving the year end document pack with Financial Statements and Tax returns signed from the client, I'd like to be able to immediately import this into the Financial Statements and tax returns area of Workpapers.

    17 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  8. Ability to have Xero Tax for businesses, not only for Partners

    202 votes

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    118 comments  ·  Xero Tax  ·  Admin →
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    Hi everyone, thank you for your continued input and feedback through this idea. Since my last update as some may have seen we have announced a new plan Xero Simple designed to support non VAT registered sole traders and landlords, as they prepare for the next phase of Making Tax Digital. And, that MTD IT will be available for all Xero business plans - see more on my update here.

    While we understand the desire from small businesses in Xero Tax for the UK, our intention is for this to remain a Partner only feature. We'd highly recommend connecting with a Xero adviser if this is a tool you'd like to make use of.

  9. Hubdoc allows you to download all documents in a folder, and Hubdoc also allows you to download to CSV some document metadata. It would be very useful if Hubdoc had the ability to download documents by folder or by Tag, and further, if Hubdoc had the ability to download the Tags associated with a document when downloading the metadata.

    8 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  10. It would be useful if a notification was sent when any document was uploaded. Currently, there are supplier level notifications but when there is something that has been uploaded (jpg, memo, etc) and the system is unable to identify it to a supplier it dumps it to the failed tab which at present does not create any notification.

    11 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  11. Sometimes we have more than three people working on a job and currently Xero only allows for one preparer, manager and partner on a job. It would be good if we could have more flexibility in this area.

    69 votes

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  12. When completing employment earnings and benefits from Xero Payroll into Xero Tax, it would be really useful to have the two linked. This reduces repetitive tasks and reduces input error.

    8 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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    Hi Michelle - thank you for raising. We can definitely see how this would help. I've checked with our Product team and this is something that is not currently on our immediate roadmap. However, we will continue to monitor this. In the meantime, we are in the process of adding integration with HMRC to pull employment data for all individuals.

  13. When adding signature placeholders in financial statements etc, put the placeholder where cursor is and not at the top of the page.

    26 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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  14. Ability to file individual auto assessments following Request for More Information from IRD.

    27 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  15. Hubdoc - Allow Hubdoc to read a link in the email.

    When invoices are received via email and the invoice is not attached, but there is a link to open the invoice and save as a PDF. Alot of clients on Xero send their invoices this way. Would be good if either in Xero or Hubdoc you could read the invoice.

    61 votes

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    6 comments  ·  Hubdoc  ·  Admin →
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  16. We need the ability to add multiple email addresses for a client. Not extra Contacts, but the main email address for a client. Currently you can only enter one email address, this is the address that tax payment letters (for example) are automatically sent to. However, some clients want these to go to more than one address. We have to keep a separate spread sheet and our Tax administrator needs to manually send tax payment letters to those clients.
    Something similar to Xero Blue, where you can add an extra email address for invoices and statements to be sent to,…

    390 votes

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    Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.

    As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.

    One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊

    We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…

  17. As we have in XPM for unsigned documents, can we please have automated reminders for unsigned document packs?

    31 votes

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    7 comments  ·  Xero HQ  ·  Admin →
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    Hi everyone, you can now send multiple reminders at once - you can find out more about it 👉 here. This'll reduce the time spent sending reminders for document packs.

    We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!

  18. Can we please have the ability to input and edit templates for the covering email of an outgoing document pack.

    59 votes

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     ·  11 comments  ·  Xero HQ  ·  Admin →
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  19. In Xero Practice Manager's dashboard be able to enter leave by selecting a start and end date. So we do not have to enter each day one at a time, especially when you have long service leave to enter! This is extremely time consuming and irksome.

    5 votes

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  20. Search functionality for custom fields, i.e. custom field: Trading Name can be searched via XPM search function.

    14 votes

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