1467 results found
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XPM - Insert a merge field/placeholder into Task description
It would be helpful to be able to insert a merge field such as 'Tax Year' into the description of a task. Handy when it comes to preparation of the invoice as not all returns are for the current year.
4 votes -
Tax - A shortcut CGT entry
Sooo many suggestions! A shortcut CGT entry, could be easily done by making the boxes in the CGT summary clickable like the expenses area. Thereby not having to complete a full schedule for everything.
4 votes -
AU Tax - R&D Schedule to automatically fill Part B7 and Part B9
The R & D Schedule does not automatically pull through the following items in the tax return:
R & D recoupment amount (Part B -7) - This amount is required to be manually entered on the income tax calculation statement at label M, R & D recoupment tax.
Total clawback - additional assessable income (Part B - 9) - This amount is required to be manually entered in the reconciliation spreadsheet, Other assessable income, label B
4 votes -
NZ Tax - Option to toggle between client display name and legal name on ITR
Client full legal name should display on the individual tax return rather than their display (preferred) name. Or give us the option to choose which name should be pulled into which report.
4 votes -
NZ Tax - Generate all provisional tax payment letters prior to the due date passing
IRD has $ for 3 provisional tax payment dates, however the Tax Payments listing only shows the next provisional tax payment due and misses the 2nd and 3rd ones until the date of each provisional tax payment has passed. It would be more accurate to have all tax payments showing on their due date regardless of the date of viewing.
4 votes -
Xero Tax - List of payments made to IRD
We would like to be able to run a listing of physical payments made to IRD by clients over a date range that shows the client name, IRD number, payment date recorded by IRD, tax type and the tax period/year that it was applied to.
This would enable us to easily identify when clients pay tax to the wrong period.
4 votes -
Xero HQ - Make Analytics and Analytics Plus available in HQ
Why is Xero Analytics and Analytics Plus not available for Xero partners within Xero HQ? Is this currently in consideration because it would be extremely useful to promote to existing clients who are currently using other BI tools that have no API connectivity with Xero and making the financial analysis process much more complex than it should be?
4 votes -
Reports - Summary breakdown on VAT report
I would like to see on the front sheet of the VAT report a Summary break-down by VAT code showing Total, Net and VAT by each VAT category.
Is this something you are currently working on and if so when would it be available to us.4 votes -
Workpapers - Add Next button to bottom of page
The 'Next' button in workpapers, should be added at the end of the page (eg, A5 - Analytical Review) as this flows better for reviewers and saves time having to scroll to top of page when client has MANY accounts
4 votes -
Depreciation Schedule defaults - Add Columns by Default: Asset Number, Method, Rate, Purchased, Closing Accum Dep
So, with the old Depreciation Schedule disappearing, the new Depreciation Schedule is our go-to report. However, there are some columns that I wish were selected by default that were present in the "old" report that contain the details we need. Because these are not the default, I am having to set these columns to be present in EVERY client that I manage (and then save as a Custom Report).
I would like to see these columns added by default:
Asset Number
Purchased (ie: Purchase Date)
Method
Rate
Closing Accum DepAlso, do we really need the "Private Use Amount" column…
4 votes -
Workpapers - PAYG Instalments section (issue with June CY on Balance Sheet rec)
On the Income Tax workpaper, the first section Tax Provision per P&L has a Less PAYG installments (sic) section.
Xero prefills the dates (e.g. for 2020 FY workpapers):
September 2019
December 2019
March 2020
June 2020All good so far, you can enter the PAYG Instalments that will be included on the tax return.
The final line FY20 Tax to pay/(refund) then agrees to the company tax return.The second section Balance Sheet Income Tax Reconciliation has a Less PAYG installments (sic) section.
Xero prefills the dates (e.g. for 2020 FY workpapers):
June 2019This is good, June 2019 instalment…
4 votes -
XPM Workpapers - Show account Review Point relates to in the section at the bottom of workpaper
Currently, if I am looking at a Workpaper and I click on the Flag next to an account, I can add a Review Point for that account.
That review point shows up in the list at the bottom of the workpaper.
If I click the flag next to the account, I can see the review points that have been added to that account... but I can't see the replies to those review points and nobody can reply to them from that area.
I have to scroll down to the bottom to reply to the review point.
When I get to…
4 votes -
Xero Tax (UK) | Trading to Dormant mechanism in Xero Tax
A way to post partially dormant accounts when moving from trading to dormant within a tax year. Currently in Xero Tax, you'd have to choose between the options 'Active throughout part of the period for corporation tax purposes' where you can only choose when the company started trading. The other option you could select is 'Dormant throughout the period for corporation tax purposes' and then choose the option 'Company has traded in previous period, tax return is required'.
Both options will allow you to create a CT600, however there isn't an option to choose when the company ceased trading or…
4 votes -
XPM - Link client postal & physical address
Create ability to set the Postal Address the same as Physical Address without having to enter twice.
4 votes -
Hubdoc - differentiate credit notes from bills on auto-sync
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.
4 votes -
Reports - Include Check number field in Transaction Report
It would be nice to have a report where you show the Transaction Date, Account, Check Number, Description, Coding.
Currently the Check Number is not a data field that you can put into a report.
4 votes -
leads - Existing activities to auto allocate to owner
When we set up a new lead and allocate it to an owner, the activities should auto allocate to the owner, instead it is setting to the responsibility of the admin person setting up the lead resulting in additional time taken to reallocate each of the the activities causing unnessary time consumption
4 votes -
XPM - Include task start and due dates in job imports.
As XPM integrates with FYI workflow, and you can toggle between viewing a workflow by jobs or by task, it would be a massive help if when importing annual compliance job templates with pre-defined tasks, you can define the task start and due date as part of the import and not have to individually go through and update these once the jobs have deployed.
4 votes -
AU Tax - Report to show ATO due date and suspended date
Could you please add the field “[Tax Return] Suspended Until” to the fields available when you write an “Income Tax Client – ITCRPT” report.
This would allow a report of all clients we are ATO Agent for showing their tax return due date, status and suspended until date all on one report.
4 votes -
Xero Practice Manager - Bulk unlock or lock of timesheets periods
Xero Practice Manager - Bulk unlock or lock of timesheets
We have a large volume of staff (over 50) so being able to submit timesheets which come across from FYI after we have completed our pay runs in bulk would be ideal.
In the same vein, being able to bulk update timesheet lines which may contain the same error would also be handy.
4 votes
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