1321 results found
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AU Tax - Manually Adjust Tax Estimates
Ability to put in manual tax estimate adjustments, such as prior liabilities on tax accounts so clients can see total owed. It can show estimate for return, then show the adjustments.
Also ability to adjust for amended returns to show the actual amount refunded or owing after amendment calculations.14 votes -
Xero Tax: Generate and complete NRIDRAR report
Ability to complete the 'NRIDRAR - PAYG withholding from interest, dividend and royalty payments paid to non-residents – annual report' direct from Xero
Complete in a similar manner as to how 'Taxable Payments Annual Report' is completed
14 votes -
Xero Tax(AU) | Tax returns - Include cents in HELP repayment calculation
I have noticed that Xero rounds the HELP repayment to the nearest dollar when estimating the tax outcome for individual tax returns however the ATO does not round the HELP repayment when issuing the notice of assessment.
Can Xero update the HELP repayment calculation to include cents instead of rounding to the nearest dollar?
14 votes -
Practice Settings | Time & Productivity - Option to show Saturday/Sunday
Change Capacity under Settings/Practice to allow for Saturday and Sunday so that on the Dashboard for Time Summary the time entered on Saturday and Sunday shows and is reflected in the Productivity circle on the Dashboard
14 votes -
AU Tax - Automatically ticked cover letter checkbox
To have the ability for the Cover Letter box ticked permanently when preparing tax return and activity statements
14 votes -
AU Tax | Fringe Benefit tax - Comparisons
Comparison year for FBT return.
14 votes -
Hubdoc - Tick box to download documents by transaction date.
Ability to search or order and select documents based on the transactions date
Purpose: Efficiency in downloading documents in bulk.
14 votes -
Hubdoc: Supplier Configure Rules setting - Ability to search by account name & code
To make users able to search account name & code within the supplier configure rules setting.
Purpose: To make users easier to search account name and code when they’re dealing with larger charts of account lists.
14 votes -
Xero HQ: Ask - Preview attachments
Ability to preview attachment before downloading it.
Purpose: Good for clients who want to preview the document without having to download it.
14 votes -
XPM - Import Job Budgets
We'd like the ability to import job budgets at the time of importing new jobs. The budget field seems to be a standard field for jobs, so I see there would be no reason we can't add the budget at the same time of the import.
13 votes -
XPM - Edit Client Page Layout
Could we please get the ability to add columns to the client page in XPM? The ability to search or find at-a-glance the export code would save a lot of time.
13 votes -
AU Tax - Bulk Update Staff Access Feature in Xero Tax
The ability to bulk update staff access to client tax returns in xero tax. Currently, the only way to change staff access to certain clients in the xero tax feature is to go into each client file and change it individually. A bulk update function would be more efficient and less time consuming.
13 votes -
Workpapers - Allow Document button to be used in Archived workpapers to see documents for that account
So annoying to open an archived workpaper pack, want to check a document that was attached to an account and you can't! Have to scroll down and find it amongst all of the attached documents from that whole workpaper. Nightmare!
13 votes -
Personal Tax (UK) - Tax adviser details
Ability to auto-fill tax adviser details for all clients (as agents) rather than manually adding the details for each tax return/year.
13 votesThanks for raising this idea, Abhaas. The tax adviser details will roll forward into the next year for each client, once added. But we totally understand that entering them in one place for all clients would be a big time saver.
For full transparency, this is something we'd love to solve for you, but we currently are working on other items like importing HMRC data and supporting the SA107, so it isn't currently something that is planned right now.
We definitely see the positives from auto-filling the tax adviser details so we'll continue to monitor interest in this idea and consider how this fits into our plans with making tax and practice management more integrated.
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Xero Tax (UK) - Ability to bulk update format of director name
In Xero Tax, you should be able to change the name format for all directors even if they've been appointed after the Accounts Year End. Currently if you've changed the name format for directors previously from 'SURNAME, Name' to 'Name Surname' when a new director is appointed post year end, they are brought into the company information page with 'SURNAME Name' format and there is no ability to change the format to 'Name Surname' to match the others so you then need to change the other directors to 'SURNAME Name' format to match. The ability to change format is a…
13 votes -
Workpapers - Enable use for non-Xero clients
For non-Xero clients, it would be very useful to be able to use workpapers and include the actual account balance from the Client's accounts, rather than displaying the Xero account balance as nil. As a practice, we use Xero workpapers, but not every single client uses Xero.
13 votes -
Xero Practice Manager - Add copy button next to client details (TFN, ABN, etc)
ADD copy buttons next to TFN, ABN, TFN in xpm client details page.
allowing copy with no spacing.13 votes -
Xero HQ - Report on all client automatic superannuation batches
A report that could tell you the status of all clients super payments that are processed through the Xero super function. This would allow practices to ensure compliance with ATO processing and payment dates
13 votes -
Practice Manager | Client - Ability to create recurring job
The ability to view/ create Reoccurring jobs within the individual Client. at the moment its a very different setup to create Reoccurring jobs.
Additionally the ability to convert a single job to a reoccurring job. Will make creating jobs much easier.13 votes -
Advisor Reports - Seperate field for trading name
A common situation we have with our clients' live Xero files is that the client wants the Legal/Trading name and Display Name as their business name, but we want it as the actual entity name. E.g. we would like to see A & B Smith Family Trust as the entity name in financial statements, but the client wants all their other internal reports/invoices as their trading name, say Adam's Mechanical Services.
We often find ourselves changing the name to what we require, publishing financials and then changing it back to keep the client happy.
It would be helpful to have…13 votes
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