65 results found
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Xero Tax - Title in uppercase
Currently the Client Title on a printed or downloaded tax return shows in all uppercase even though the fields in XPM & Tax are proper case. Would like this to be an option to choose so that the text is consistent eg either all uppercase or proper case.
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syft
On the cash flow planning part of Syft, use the expected payment dates (both in Sales and Purchases) put in Xero rather than having to manually re-input them into the cash flow planner in Syft.
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Bank Search – Show Categorized Account in Results
I’d like to suggest a small but valuable feature update:
When we search for a bank memo, description, or reference in bank transactions or account transactions (e.g., “UberBV”), Xero does return the transactions, but the categorized account (account head) is not visible in the search results.
In MYOB, when performing the same search, the results also show the categorized account, which helps identify how transactions were coded in the past. This saves time and ensures consistency during reconciliations.
Feature Request:
Please consider updating Xero so that when searching transactions (by memo, description, or reference), the categorized account column also displays…
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Thin Capitalisation Reminder
If interest expense in Item 6 is over $2M, Xero Tax should remind preparers to consider thin capitalisation rules.
Reduces risk of oversight on large returns.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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TOFA Disclosure Prompt in IDS
If "Yes" is selected for TOFA in the IDS, Xero Tax should automatically prompt completion of TOFA disclosures in Item 8.
Ensures compliance and avoids missed disclosures.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Automatic Flag/Prompt for Trustee Beneficiary (TB) Statements in Trust Returns
Idea:
Xero Tax should automatically detect when a trustee beneficiary (TB) statement is required (e.g. when a trust distributes to another trust without a family trust election or interposed entity election).
The software should prompt or block lodgment if a TB statement is missing, similar to other compliance checks.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Date on invoice
Not date of service on invoice? Not sure why such a fundamental column is missing? For a business that invoices monthly it’s a necessity to date each line for jobs completed in that month?
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Workpapers - Lock date
Like Xero, there should be a lock date function for workpapers also so that after partner approval no one can change that and for changes partners approval is required.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Bank revaluation and tracking categories
Currently our monthly bank revaluation FX diff is being automatically coded by Xero to be split between tracking categories rather than simply being "unassigned". However, for our purposes, once USD are banked, they no longer "belong" to that tracking category and instead are general company funds. It is impossible to tell Xero to stop coding revaluation amounts to tracking categories but this doesn't make sense for the accounts, especially when a tracking category finished within the business months ago. It would make more sense for the FX funds held to be an unassigned tracking category once they are in the…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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certification
24 HOUR LOCK WHEN CERTIFICATION TEST "FAILS" NEEDS REMOVED IMMEDIATELY.
We have a trainee going through his Xero certification. He timed out the first test. He is now locked out for 24 hours.
We can't have him spending weeks doing this.
LOCK NEEDS REMOVED IMMEDIATELY
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Return to bills to pay list, directly from your last bill payment
Can you create an option to return to the Purchases Overview list page, after having created a Transaction: Batch Payment?. It is laborious to press the back button several times in order to get back to the list of bills to be paid.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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See the partner name on the Xero Practice Manager (XPM) client screen alongside the client name, phone number and address.
We would just like to be able to see the Partner name on the Xero Practice Manager (XPM) client screen alongside the client name, phone number and address instead of having to go into each client to get this information. Especially useful for new admin staff who need to allocate various correspondence between multiple Partners.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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In the previous version of Xero, uploading invoices was much faster and more efficient. When uploading an invoice image, we could immediatel
In the previous version of Xero, uploading invoices was much faster and more efficient. When uploading an invoice image, we could immediately select whether it was a Sales Invoice or a Bill from the same screen. This saved time and simplified the workflow.
Another important feature in the old system was the visual indicator: once an image was uploaded and recorded as a Sales Invoice or a Bill, there was a clear mark showing that the document had already been categorized. This provided transparency and reduced the risk of duplicate entries.
In the new version, we are required to go…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Staff Teams appear as a filter option When assigning User access to client accounts.
It would be useful to have set Staff Teams appear under the 'Filters' list when adding new users to a client.
We have our internal teams set up as Staff Teams in our practice, and it would speed up allocating access if we could filter the list of staff via these teams.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Change the save button at the bottom of the screen in XPM to Save and Close so you dont need to scroll back up to the top of hte page
Change the save button at the bottom of the screen in XPM to Save and Close so you dont need to scroll back up to the top of the page each time when editing client details.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Put hyperlnks back in jobs
Previously when a job was created in XPM from ignition, a hyperlink was created to the proposal inside the XPM job. We always click this to access the proposal and issue the invoice when finalsing. This link is now converted to plain text which requires either copying and pasting or opening ignition and manually browsing to the proposal.
Would be great to have this functionality restored.1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Job Manager - Client group column
Please add a column or filter to the XPM Job Manager screen for client Groups. There is currently no column/filter for client group in the job manager screen in XPM - which means if you want to see all the jobs for a client group - e.g. Alf Barbagallo - have to search each entity individually. Also means cannot easily do a bulk update for all jobs in a client group.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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What-If Function for Tax Return
It would be very useful if Xero Tax have a What-If function to test different tax outcomes before finalising a return.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Tax withholding on foreign resident bank interest
Currently there is no function in XPM to calculate the tax payable on the interest paid to a foreign resident. This causes the tax calculations not be correct.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Distribution to Beneficiaries with Irregular Characters in their Names
We have some companies and trusts with characters such as hyphens in their legal names. However, Xero Tax does not allow us to distribute directly to these entities due to these characters in their names.
Our current work around is entering the beneficiaries' details manually, but then the distribution does not flow directly to the beneficiaries' returns.
I think this may be a ATO limitation. However, in other tax programs I have used, I was able to use an alternate name so the distribution could still be directly linked to the beneficiaries return. I would like a similar feature in…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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