1254 results found
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Xero Tax (UK) - Reduce size of reports exported to PDF from Xero Tax
Reduce size of reports exported to PDF from Xero Tax such as personal tax returns, accounts and Corporation Tax Returns as they take considerably more space than previous software
2 votes -
Xero Tax - Links between the tax return and client record
From the client record, it would be useful to see a link to the tax returns, and from the tax return, a link back to the client record.
2 votes -
Hubdoc - Prompt when Total isn't certain
I wanted to put a suggestion that when hubdoc is getting the totals, that they get the correct total and maybe even a prompt when it is unsure of the subtotal and total. I have had a few issues come up where hubdoc is bringing in the incorrect total.
2 votes -
AU TAX - Send tax returns to clients directly through Xero Tax
It would be useful to be able to email tax returns direct from XERO tax. Returns sent by XERO sign can only be viewed by a client in their entirity prior to signing if they have an ADOBE account.
2 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.
2 votes -
XPM - Ability to raise final invoice
Currently only able to raise progress job invoice in client. abilitiy to raise both progress and final invoice would be better than having to go to invoicing to raise final invoice.
2 votes -
NZ Tax - Working For Families transfers required option
Suggestion for development - We continually have problems with WFF transfers to associated entities. We have tried phoning IRD to put a halt on the account, then follow up with secure mail advising what transfers are required - however more often than not the halt is not implemented correctly. Would be great if Xero could implement something (even a tick box identifying transfers required) that would then trigger at IRD for them to hold funds pending transfer. Alternatively the WFF credit could be added into the tax returns, and transfers done via the return. (I have worked with other tax…
2 votes -
NZ Tax - List view of all open Client Tax Returns
I would like a tax screen similar to the jobs, where I can see clients tax return status, taxes owing and overdue returns. It would be useful to have the option to update a client's return to show as not required or Auto Assess.
2 votes -
Xero Tax (UK) | Trusts & Estates (SA900)
Can you provide Tax Returns for Trusts (SA900)?
2 votes -
XPM - Add a new Client Information link
Requesting a feature that auto-populates client info in XPM via a secure link that we can send to the client, allowing admin team approval, enhancing privacy for sensitive data like TFNs, and reducing form completion errors
2 votes -
XPM - Notes & Fonts option on Recurring jobs
Would be great to have a notes section under "description" in recurring jobs in XPM as well as the ability to change font type,size & colour
2 votes -
NZ Tax - Include Tax Return Status in the Filters on the Tax Payments Screen
Include Tax Return Status in the Filters on the Tax Payments Screen.
This would mean we can bulk select $0 payments to ignore.2 votes -
Xero Tax - Feature to store clients' filing credentials
Is it possible to store the filing credentials for companies in Xero Tax.
2 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.2 votes -
Xero Tax (UK) | Structured Buildings Allowance annual rollover
I am frustrated that this has be added as "an idea" because it is clearly basic functionality. The structured buildings allowance doesn't roll forward each year and as such for the next 33 years I will need to re add the lines from 2023 and manually calculate the bought forwards. Not cool and in fact I will be looking for alternative software.
2 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
2 votes -
Reports - Remittance report
I would like to produce a remittance report that details which invoices the credits have been allocated to
2 votes -
Reports - Merge columns
The ability to merge columns in xero - specifically the General Ledger Summary report to merge the Account name and number.
2 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…
2 votes -
US Tax - Create Schedule C Report with Full Cost (Total/Gross Cost Inclusive of Sales Tax) for tax return.
US Tax - Create Schedule C Report with Full Cost (Total/Gross Cost Inclusive of Sales Tax) for tax return. Currently, it will pull the amounts without the sales tax (created when you match a transaction/enter an invoice using tax on purchases amounts) into the report, which is under-reporting the amount for the Schedule C tax deductions.
The current work-around is to pull the transaction reports for each account and use the Gross amount from those reports in Excel to link back to the Schedule C report.
2 votes
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