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For accountants & bookkeepers

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1466 results found

  1. Ask Queries - Automated reminders
    The ability to have automated reminders on Ask queries would save substantial time (and reduce likelihood of things getting forgotten) and reduce likelihood of having to go to an alternative paid app in order to get this functionality (eg ContentSnare)

    16 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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  2. Bulk Completion of Jobs
    Our team mark jobs as ready to invoice. It would be great if the billing team can click next to (select) mutliple jobs and click on a complete button without completing the jobs individually.

    16 votes

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  3. Currently clients can't code or assign a tracking category on the app

    16 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  4. Please can you design an app for XPM to record time on the go. It was such a wonderful feature when integrated with workflow max and would help so much when visiting clients on the go.

    16 votes

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  5. Please add the functionality in Xero Tax for the TRT to print out an asset depreciation table, like the CRT or ITR tax forms.

    16 votes

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     ·  4 comments  ·  Xero Tax  ·  Admin →
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  6. I would like to pay my employees for a specific period:-

    example 17 October to 26 October and would like to reflect these exact dates on the payslip. It would be great if I could to customise the dates within a pay calendar?

    16 votes

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     ·  7 comments  ·  Admin →
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  7. Delete Multiple Jobs. When you want to cancel/delete a job, you have to do this one by one. This is okay but if you have like 30 BAS jobs from x client, it is a pain to delete one by one.

    16 votes

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  8. 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.

    16 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  9. Ability to copy transactions directly across from a Xero org to Workpapers

    Purpose: Save time and manual steps involved in having to download and re-upload individually

    16 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  10. It would be great and more efficient if we could add correspondence to the tax returns, rather than have to send separately via myIR.

    15 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  11. Need a placeholder for title (Mr/Ms etc) for cover letters. It should be an easy implementation, as tax returns should already have that as a label. We need it for the address section of the cover letter.

    15 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  12. Ramp credit card transactions should be excluded from 1099 reports but they are currently included.

    15 votes

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     ·  5 comments  ·  Admin →
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  13. It would be good if Xero Tax calculated the estimated PAYG instalment payable in SMSF Tax Returns as we use this to inform our clients of what amounts they are up for in the new financial year, a very important piece of information for them to consider re timing and amount of cashflow outgoings. Xero Tax does it for individuals so not sure how difficult it would be to make it apply for all entities subject to the PAYG Instalment system.

    15 votes

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     ·  4 comments  ·  Xero Tax  ·  Admin →
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  14. As a dedicated Xero partner, I've been leveraging the capabilities of the XPM Suite in conjunction with Seamlss to manage and streamline my operations. While the current integration offers a range of functionalities, I've observed that the existing API limitations are hindering our efficiency.

    One of the most pressing concerns is the manual transfer of sensitive client data, especially Bank Details. My administrative team often finds themselves in the tedious and risky position of copying and pasting this critical information due to the API constraints. This not only consumes valuable time but also poses potential security risks.

    The Xero Practice…

    15 votes

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  15. When editing the document in Hubdoc, could the creditor/suppliers bank account number please automatically show in the Xero details area. As then we could confirm that the right Xero creditor has been selected and that the bank account number matches the supplier invoice at that moment.

    15 votes

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    1 comment  ·  Hubdoc  ·  Admin →
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  16. One click tax estimate.
    We often just print a tax estimate and it would be great to have one button for the tax estimate rather than having to unclick all the other options in the print menu.

    15 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  17. Xero gave us a tax estimate for deceased estates (but only within the first three years...), and on my very first trial of this new feature ran into a roadblock - I cannot find anywhere to input the PAYG Instalments paid by the deceased estate, therefore the estimate is inaccurate.

    15 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  18. It would be helpful to merge clients in XPM where two accounts have been created (different names) and tax returns filed under each one. For example a client entered under their maiden name and married name who have filed tax returns. In our case a duplicate was accidently created when doing the return and we have no way to now shift the tax return to the correct and active client account in XPM.

    15 votes

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  19. I would like to see GST and PST in separate accounts not lumped into one account.

    15 votes

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     ·  6 comments  ·  Xero Tax  ·  Admin →
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  20. Being able to style pdf versions of Taxation Returns like you can with Financial Statements in Xero (i.e., custom watermarks, print with/without branding etc.)

    15 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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