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For accountants & bookkeepers

For accountants & bookkeepers

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  1. It's been mentioned previously but seems to have fallen off Xero's radar - the ability to use our own Excel workpapers within Xero workpapers would be fantastic.

    145 votes

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    2 comments  ·  Workpapers  ·  Admin →
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  2. Integrate a bank statement generator into bank feeds so accountants and bookkeepers can send a request directly to the clients bank for a bank statement for quarterly bank reconciliation. Pre-approved by client when bank feed integration is setup. Alternatively, automated bank statements per quarter generated and uploaded to Xero via bank automation.

    103 votes

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     ·  4 comments  ·  Workpapers  ·  Admin →
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  3. Ability to roll forward balance sheet items and permanent documents when finishing a set of workpapers

    Purpose: to reduce time spent recreating them in future years

    85 votes

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    5 comments  ·  Workpapers  ·  Admin →
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    Sorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.

  4. Integrate workpapers module into Xero with direct links to the Xero trial balance. Importing the trial balance is impractical and time wasting and the allocation of the account balances within workpapers is dependant on the report code allocations. You should have to option to view all the account balances and the net profit or loss from the trial balance when viewing workpapers to ensure all balance sheet accounst are included.

    80 votes

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  5. 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.

    67 votes

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    2 comments  ·  Workpapers  ·  Admin →
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  6. Support documents uploaded to a workpaper are listed at the bottom of a workpaper in the order they are uploaded in, it would be a handy feature to be able to reorganise uploaded documents as needed for ease of review and keeping items in say account or alphabetical order.

    65 votes

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  7. Separate the INCOME TAX EXPENSE from the normal operating expenses in the Profit & Loss Statement. for example:
    - Net Profit Before Tax
    - INCOME TAX EXPENSE
    - Net Profit After Tax
    This is the basics of accounting apps.

    59 votes

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    5 comments  ·  Workpapers  ·  Admin →
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  8. 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.

    49 votes

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     ·  3 comments  ·  Workpapers  ·  Admin →
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  9. Xero workpapers should change depending on entity type selected. It appears that the selection of entity type in workpapers only serves to customise the query gallery and has no bearing on the actual workpapers created. An number of examples of this can be seen whereby selecting the trust entity type, the workpaper pack incorrectly contains M & M2 imputation credits, N Shareholders Current Account should be named N Beneficiary Current Account, and most significantly L - Income Tax does not contain a defined field for tax credits allocated on beneficiary income (instead users are having to use the free form…

    37 votes

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  10. Have the GST from workpapers such as Entertainment and Home Office automatically populate the GST workpaper

    36 votes

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  11. Quite a few firms are using business fitness/their own custom workpapers in conjunction with Xero workpapers to meet their compliance needs. This is because some existing Xero workpapers e.g I2 - Finance Lease, S - Home Office, K - GST etc are not sufficient to meet our compliance needs. For example the home office workpaper does not contain the square metre rate method and there is no last year comparison for analytical review. No workpapers have been added to allow for new tax developments such as rental interest deductibility, rental loss limitation rules, mixed use assets to name a few.…

    34 votes

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  12. Workpapers to run for periods (not just years) and for periods ending not on a month end.

    The majority of my clients have a year end with 5 April. At the moment i would only be able to run the work papers to 31 March. I also have other clients with year end dates throughout the year.

    In addition to this, I can only run the workpapers for a full year. What happens if a business ceases. Often we need to run a set of accounts, and therefore workpapers, for a shorter/longer period.

    32 votes

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  13. To be able to group all related entities together into one sub-folder.

    Purpose: Ease of use and navigation when working with Workpapers

    32 votes

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  14. Xero workpaper functionality that can connect to more than one Xero file to reconcile inter-entity loan accounts, or confirm rental income and expenses, or Div 7A interest and expense, etc.

    Eg: Debit loan in Company A, Credit loan in Trust B - can link both totals to see at a glance the loans match on both debit and credit sides.
    Entity A pays related-party rent to Entity B - link B's income and A's expenses to see at a glance that the amounts are correct on both sides in both files

    31 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  15. Would it be possible to integrate a feature where the workpapers notify the user that there may be Xero accounts that have balances in the relevant year that have not pulled through to any of the workpapers being used (say for example because the report codes mapping for a new account has not been set up properly)?

    26 votes

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  16. Currently there are several system notifications in Xero Workpapers however there is not one for when the partner has approved the workpaper pack. This should then send a notification back to the preparer/manager to let them know the job is right to be finalised.

    25 votes

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  17. Hi there,

    Is there any way you could please add the the balance entered into imputation credits in the "tax provision per P&L" section of Workpaper to flow through to the "Balance sheet income tax reconciliation"

    24 votes

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  18. Page breaks in the Notes should be automated

    23 votes

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  19. Have a workpaper for motor vehicle private use adjustments with calculators for FBT, logbook, and mileage reimbursement. Be able to have more than one like the home office workpaper does. And have this roll forward like the home office one does so that you can see the method used by the client and the FBT/logbook values etc.

    20 votes

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  20. Xero workpaper functionality that allows clients to submit their query responses against a specific line item, rather than the paper tab. Currently, it is difficult to determine which account the supporting document is for.

    19 votes

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     ·  2 comments  ·  Workpapers  ·  Admin →
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