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1321 results found

  1. line for previous assessment if return is amended so correct estimate will appear
    private use for depreciation in ledgers
    ability to export / import clients xero full ledger into our ledgers instead of manual journal

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  2. Please add the option to remove the logo from the tax agent profile. Once you add it, there is no option to remove it

    3 votes

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    Thanks for raising as an idea here, Inna. While it's not possible to delete a tax agents logo atm you could upload a blank white picture as the logo where you'd like to remove the existing. 

    We don't have any direct plans around this atm, but we'll get a sense of the interest here and let you know if there's any progress.

  3. We leverage the Income Tax Client Report within XPM, and report on lodgements leveraging this data. It would be great if there was the ability to schedule the Tax Agent Request to the ATO for refreshed data - e.g. once per week, so that the reporting we have is automatically refreshed periodically and this doesn't rely on a person refreshing the data manually.

    3 votes

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  4. Projects: On project summary report include column for who project is assigned to. This will be useful if calculating work in progress per assigned user.

    3 votes

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  5. Can we have a stand alone report for Beneficiary Accounts, which could then be a favorite report rather than having to dig it out of the reporting bundle.

    3 votes

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  6. I think it would be great to have Xero Tax automatically populate tax agent fee from invoice raised to client in the past year as deduction in tax return

    3 votes

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  7. Give the option to make document packs 'PRIVATE' if you don't want your employees to see your private and personal accounts

    3 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  8. some clients struggle to access their xero account to sign, but want us to lodge it first.

    We still need to resend the emailink to sign

    3 votes

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  9. Improve the look of the client signatures on document packs. Particularly with the financial statements, it includes a date and a name but this already is present on the document.

    If we could have different elements for name, signature and date that would make it look clearer.

    3 votes

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  10. Client Search History: being able to see the clients in XPM that you have searched for recently/previous 24hrs. When needing to go back to a client you recently searched and updated etc and need to go back into same client or cannot remember client name etc. Would have thought this would be 'standard feature' as in other progams we use

    3 votes

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  11. The Client Code field is not available in the ITCRPT report. Having the Client Code field available in all reports is a basic key function of any CRM, as it allows for proper data matching between systems, data cleansing, combining reports and analysis. Using the Client Code field across all systems is common practice.

    We are trying to match and combine client lists from other systems to the ITCRPT report in Xero so key data is available for our teams on the one report. This is critical for lodgement management. Yet we are not able to do this, because the…

    3 votes

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  12. History and Notes reporting or similar would be ideal to assist verifying time employees spend processing in a client's Hubdoc file.

    3 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  13. 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.

    3 votes

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  14. We have many individual clients who don't have a company or trust etc. Can there be a salutations field that can be used specifically for addressing them in invoices and tax letters that doesn't affect where they stand in the alphabetical order of things? If we update their display name, all of those clients would be under 'M' for Miss, Mrs, Ms or Mr rather that their first or last name which then throws reporting if you're looking for someone in particular in a list of people. Would be nice to have this carry over to Blue Xero so that…

    3 votes

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  15. 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.

    3 votes

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  16. 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…

    3 votes

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  17. Primary issue:
    If the Accounting Firm wants to maintain control over a client's records and Xero integrations, then only one person can be the one that creates every client in HubDoc.

    Workaround proposed - and the related issue:
    - We were advised to create a dummy account for HubDoc to create the client files. This results in having to share a password - changing it frequently with staff changes.
    - This also is not feasible due to the 2-Factor Authorization requirements
    - This also creates a massive privacy breach risk for unauthorized access under PIPEDA (Canada) and PIPA (Alberta)

    I…

    3 votes

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  18. New XPM Contacts that link to multiple clients shows archived contacts when search. This is confusion to know which contact to select when the client has archived entities, if use incorrect one then not using 1 main contact. Currently having to select each one till find the main contact with current contact info.
    Need to block out archived contacts from showing or atleast show a symbol against them so know not to select it.

    3 votes

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  19. A combined lodgement confirmation report for all lodgement done on the same day.

    3 votes

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  20. The ability to customer the Totals line of the Annual Reports so that they have the top line and Bottom Double line along with the figures having a $ sign. It doesn't right to just have the figure without the finishing touches.

    3 votes

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