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  1. Current: Signatory name and email address for Document Packs are manually typed in (once per pack).

    Issue: Manual input is repetitive, error prone, and requires switching tabs.

    Request: These details usually exist in Xero HQ already, so I'd like to be able to select my signatory from this list.

    Potential future features enabled by this:
    When a signatory is selected this way, other signatories could be pre-populated in the one-click right-bar based on whether they've been in the same group of signatories in a previous Document Pack.
    History of Document Packs attributed to each Xero HQ record.
    Document pack creation…

    12 votes

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     ·  3 comments  ·  Xero HQ  ·  Admin →
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  2. Can we select multiple receipts at the same time to add the same tag or the same status such as Mark as paid?

    12 votes

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    1 comment  ·  Hubdoc  ·  Admin →
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    Hello Trang, you can tag multiple documents at once by holding ctrl/cmd on your keyboard. Note that you'll need to create the tag first before you can do this - Read more on our article for more information. 

    Because Hubdoc can't bulk update the documents to be "Mark as paid" right now, I've changed the title of your idea, so we can see the interest from the community here :)

  3. Ability to copy a rental schedule to another tax return for a property shared 50/50 with the asset workpaper. Also ability to copy asset schedule to another rental schedule within the tax return.

    12 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  4. Singapore Tax - Create a GST F5 for foreign currency ledger. It is now a pain to do GST reporting for a USD reporting company.

    12 votes

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    6 comments  ·  Xero Tax  ·  Admin →
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    Hi everyone, we’d like to confirm that GST F5 for foreign currency ledger is not something we have plans to develop at this time. We’re still interested to get a clearer understanding of users that’d like to see this developed for Singapore tax, and will continue to track this through the conversation here.

    In the meantime, for those who aren’t already aware, in a Singapore organisation users can access the GST Audit report which shows the base currency, FX value and Singapore dollar value information you’ll need to meet IRAS requirements.

    As the GST Audit report doesn’t show the gains and losses needed for IRAS reporting, you can use the Foreign Currency Gains and Losses report to see this information.

    If there’s any change we will let you know on the thread here 😊

  5. Place of birth, like Director ID, is a field that is important for any individual clients who are company officeholders. Rather than having to keep this record in an external software, ideally we would have all the information about a client in one place, and as such, would appreciate a "PLACE OF BIRTH" field somewhere in the client record to facilitate this.

    11 votes

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  6. Please make it possible to allocate expenses to any bank account while in hubdoc. That way a lot of time is saved when reconciling transactions to the bank account.

    11 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  7. Similarly to iFirm, would be great to be able to make amendments to the return in Xero, mark it as an amendment, and then file from Xero rather than having to make the amendment in MyIR, then make the same amendment to the already filed tax return in Xero. Makes it harder to keep track of what has been done.

    11 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  8. Would like the ability to see Write-ons / Write-offs on the Invoices dashboard for Draft invoices to allow easier review of drafts.

    Alternatively some form of reporting that takes draft invoices into account vs billable time to see 'draft write-ons/offs'.

    11 votes

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  9. We've just found out to our horror that we lose access to ALL Xero historic accounts and tax filings prepared and submitted through Xero Tax for a client if the Xero sub is cancelled.
    Apparently this is because Xero needs to maintain access to the live data even for filed returns. Therefore, there has to be a process where ALL accounts and tax comps must be downloaded and stored elsewhere each year. We think that's crazy and that all filed returns should be stored in Xero Tax as PDFs. If nothing else, there should be a flag warning us! This…

    11 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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    Hi everyone, appreciate raising this with us.

    Our product team has confirmed that these records are not deleted when an organisation is deleted, but they're moved into a hidden state. We're looking into how we can improve the storing of these within Xero HQ in future. If you need help with this in the meantime please contact our Xero support team via Xero Central.

  10. A quick link from this years (active) workpaper pack to last years (archived) workpaper pack for this client would be so useful and save so much time. Accessing prior year (archived) workpapers is such a 🥴 workflow at present.

    Ideally this would be available on the Workpapers page (where you can see all workpapers) and take you to the same for last year, and it would be available on every individual workpaper page (and take you to that same page for last year).

    11 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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  11. Currently when producing and filing (lodging) a CURNN is does not display the Financial Year it relates to. It would be very helpful to have the FY displayed so it is easily identifiable. The same as all the other Tax Returns.

    11 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  12. It would be great to be able to print or export the Productivity Dashboard like the other standard reports.

    11 votes

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  13. PLS Report (EFT Reconciliation Report): Currently it merges first two fields of client name and surname and if that could be fixed with ability to export in .csv / excel please. It would be great if it PLS report could be exported in TrustEasy format to manage fee from refund (attached).

    11 votes

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     ·  5 comments  ·  Xero Tax  ·  Admin →
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  14. At the moment, we can only add one IR833 per client when doing tax returns. It would be great to have the ability to add more IR833 forms, as otherwise, if the client sells more than one property, we need to file the forms directly through the IRD, which can be time-consuming.

    11 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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  15. Practice Admin have the ability to remove themselves if they have been invite into a potential clients org without manage users.

    Potential clients that decide to not go ahead with a Practice but done remove the PA from the org, PA should have the ability to remove themselves.

    11 votes

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     ·  4 comments  ·  Xero HQ  ·  Admin →
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  16. When completing a tax return for foreign residents we needed to adjust the discount rate for the property that they had sold. Xero had no way for us to change the discount percentage so we said that we used the other method to not include discount and then added the discount we should be able to claim to the costs in the Capital Gain Worksheet. As per Xero Support this was the only solution. Can you please incorporate a way for us to change the discount rate of a CGT event?

    11 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  17. AU Tax - report field for Payer Name from Payment Summaries

    11 votes

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  18. Add 'Client reference number' to column customization

    would be really handy to customize columns and see the Client reference number

    11 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  19. We use multiple tax agent numbers across our business yet when we lodge STP reports via the client's organisation, we can only use one tax agent number for all clients as Xero only allows for one tax agent number to be set in Xero HQ.

    This is causing many issues, including staff and clients inadvertently updating tax agent details in the STP lodgment area on their own file, which is then updating the tax agent in HQ for all STP lodgements.

    It is also causing issues with tax agent appointments/linking, where the client has to appoint one agent number for…

    11 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  20. I would like to have hubdoc periodically log in to our supplier's account( Fedex, Amazon, Upwork, UPS etc) and fetch the invoices automatically.

    Dext Prepare already does that so I can see Xero loosing thousands of dollars by relying on third party software. I guess let's start with the most popular suppliers and take it from there. This can be an add on to Hubdoc for a bit extra and happy to pay as long as it is comparable in price to other software packages. That would greatly automated our accounts.

    11 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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