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  1. It is not currently possible to use Report Fields in a group heading in reports.

    We spend time setting up shareholder and director names in Report Fields but they can only be used in text blocks, not group headings in reports. If we could use Report Fields in group headings we could make report templates, such as the schedule of shareholder current accounts, more dynamic and automatic. See the screenshot attached for an example.

    7 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  2. Debit card transactions are not needed to be reported on 1099s. When using bank feeds in checking accounts it does not distinguish debit card vs check. I suggest there be a option to identify debit card vs checks so the debit card activity is not automatically added the the 1099 reporting.

    7 votes

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  3. Recent new requirements from the ATO mean that businesses have to nominate new BAS and tax agents via ATO Online Services for Business, before the Agent can add them on their end (on ATO Client Services for Agents). This requires the tax payer to have set up MyGovID, gone into RAM and log into ATO Online Services for Business. The majority of clients have no idea how to do any of this. It would be good, if there was a way that they could nominate the Agent from Xero instead. Perhaps the linking of the Xero file to the ATO…

    7 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  4. The 'Activity Statement Substantiation Declaration' page should display the period the activity statement relates to.

    7 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  5. I would greatly appreciate the option to easily print or download only the pages of a tax return that requires the client's signature, without including the entire document. This feature would be particularly valuable for accountants who frequently need just the signature pages from multiple tax returns. Currently, the process of manually extracting these pages using another software is quite time-consuming.

    7 votes

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    3 comments  ·  Xero Tax  ·  Admin →
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    We're grateful for your engagement and letting us know the changes that matter to you.

    This is something we're continuing to gauge community support for here and if there are any updates, we'll share news with you here.

  6. It would be very helpful if there was a way to produce a Taxable Payments Annual Report via Xero Tax. I have a couple of clients that are a large construction company, that uses SAP for its accounting. This is not SBR enabled, and does not produce a .tpar file in the format required for lodgement with the ATO. Currently they provide an excel, which has to be transcribed onto the ATO portal. It would be great if we could upload a csv to produce the necessary report and lodge via Xero Tax, and save us significant time.

    7 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  7. We would like to be able to hide or remove the Xero sample letter templates as an option in the Tax Payments page. We would like to remove them so that tax admin staff don't accidentally use those templates instead of our custom branded templates.

    7 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  8. Currently if you are using auto-sync hubdoc will only allow either purchases or credit notes from suppliers, but not both. If auto-sync is set to purchases then credit notes uploaded are posted as bills, and vice-versa.

    Particularly for high volume customers it would be useful if Hubdoc could differentiate between them and post them appropriately on auto-sync.

    7 votes

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    2 comments  ·  Hubdoc  ·  Admin →
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  9. It would be great if there was a link between the billable expenses in Xero and XPM that would allow for billable expenses assigned to a client to be created as a cost in XPM. We currently add these manually as a cost on the job.

    7 votes

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  10. AU Tax - It would save time being able to import deductions for individuals from an excel file.

    7 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  11. Currently XPM does not send automatic birthday messages to clients. It is a very manual process.
    It would be great if birthday messages are sent automatically out of XPM.

    7 votes

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  12. Allow us to post payments through Hubdoc like we can on Dext.

    7 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  13. Will there be something developed (in the works) on sharing the mapping report with clients, so they know which codes are lumped together in the P&L and Balance Sheet? This seems to be a common inefficiency where they ask the question and we have to break down each code and manually provide the info, as they don't have access to our reporting templates / edit layout function. Suggest a mapping report breaking key accounts codes down in the P&L and Balance Sheet of the financial statements i.e. a report that would be included with your financial statements to show the…

    7 votes

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  14. Ability to produce a computation for the current tax year, commonly used for forecasting liabilities and dividend planning. Seems to be available as standard from other software providers.

    7 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    Hi team, we're grateful for your engagement and letting us know the changes that matter to you.

    While we don't have immediate plans for enabling the ability to produce a computation for the current tax year, we're keen to continue gathering support and understand the interest from the community in this idea. We'll let you know if there are any updates around this, here.

  15. Ability to allocate disbursements against a client - rather than a job.

    Where small costs (postage/courier, ASIC fees, software fees) are paid on behalf of a client, we shouldn't have to set-up a job just for these minor items - which will then sit as an open job for months until we bill the client next.

    7 votes

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  16. From what I understand is common in a lot of firms is when a client leaves/dies/etc their client profile is archived in XPM and the data persists into infinity.

    Given the latest high profile data breaches is would be good if XPM had a Housekeeping module where firms could identify archived clients where the attached Personally Identifiable Information (In particular TFN, Bank account, phone/mobile and addresses) is no longer needed and permanently remove it in a structured process.

    A similar process may need to be created for the forms that we generate from XPM so they they are permanently removed…

    7 votes

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  17. In the new job manager Adhoc jobs no longer appear in the all jobs list.

    As part of our Adhoc time review we would turn an Adhoc job into a regular job by changing the name, adding a budget, updating date etc. We have just done this for 50 jobs but they don't appear in the all jobs list.

    There needs to be a way to turn an adhoc job into a regular job. Creating a new job and moving time is an unnecessary step when an adhoc job appearance doesn't look any different to a regular job.

    This is…

    7 votes

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  18. I would like to request that HubDoc extract bank account and GST Numbers from uploaded invoices and compare the information to the information stored in the contact in formation in Xero.

    Suppliers provide us with their bank account information on each invoice for payment, I'd like to make sure we know if they change their bank account information.

    I've attached a sample invoice

    7 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  19. Xero don't currently have specific SMSF fields available to report on in the Report Builder.

    This would be great if made available in the future.

    7 votes

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  20. Report Fields
    Would be nice to be able to auto populate the net profit into new reports as older report packs did.

    The older report packs had a net profit before tax / net profit after tax field option how has an "upgrade" to new report lost this feature?

    7 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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