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  1. In Individual income tax returns, where an individual received a trust distribution, the trust name appears to show the Trust's TFN in the name in the trust distribution income section. It will be great if the hiding TFN feature includes the hiding of TFN in this distribution income section as well.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  2. There should be an arrow on the Date Selection box to load next equal period. If the original period was one month, there should be an arrow to load next month in just one click - and a back arrow. Same for a year selected, or a quarter.

    1 vote

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  3. If preferred method of contact area could be created.

    1 vote

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  4. Allowing for exported excel reports to have an option to open hyperlinks. For example, being able to open the ledger of the expenses of a line item from the Profit and Loss statement, or being able to open the Aged Details of a customer by clicking on the link of the Aged Summary excel report, or being able to open the invoice by clicking on the link in the excel of the Aged Details reports. This would allow for less back and forth between an excel file and having extra tabs open to view the same report in Xero. The…

    1 vote

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  5. For UK add Audit Exempt Clause to Balance Sheet to allow filing with Co House or ability to add free text - is common requirement for small entities linked to a Group. Main reason why practice accountants can not use Xero more plus a Group accounts format would be great

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  6. There is a difference in functionality between D5 and D8 in the AU individual tax return form. When deductions are entered in D5, the default deductible percentage is 100%, and whatever percentage is entered here (eg 40% phone) is rolled over when the tax return rolls over to the next year.

    In D8, the default deductible percentage is 0% (inconsistent with D5, easy to miss when quickly completing a tax return, requires you to manually type '100%' every line item - why would you enter a 0% deduction?) and the manually entered percentage does not roll over to the next…

    1 vote

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  7. When working with multiple clients and applications, users are being logged out too quickly. Please consider adding a feature to allow console owners to adjust this time out at the console level for the entire organization.

    1 vote

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  8. General Ledger Detail - Opening Balances - The Option in More..allows you to tick the box to include Opening and Closing Balances, but when the report runs it does not show the opening balances. Please fix this up.

    1 vote

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  9. individual tax return shouldn't validate if tax claim code A used in Medicare section but a spouse is reported , or should at least be a warning ...?

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  10. Please can you include the workings (which are long and complicated) for top slicing relief on an insurance bond gain in the "schedule of data" report which I find to be very basic compared to what my previous tax software provider included. Otherwise it is fiddly and time consuming to check this manually.

    1 vote

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  11. Would it be possible to match a VAT payment or refund to a VAT return?
    This way we could easily manage the status of VAT payments?

    1 vote

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  12. Allow bulk cash coding as an overpayment to a supplier so they appear on the aged payables list instead of having to do them individually through find & match.

    1 vote

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  13. Option to import historical TBs monthly instead of annually.

    1 vote

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  14. Hubdoc User roles - it would be incredibly helpful if upload only users were able to view (not edit or add) tags from a common list. We have 17 staff who have company visa's I'm wanting to use Hubdoc for them to be able to upload their visa receipts & invoices instead of having them manually sent to me the following month for coding and entering.

    I've set up the tags with the descriptions of the GL codes, however I've found that they are unable to view or use these tags without setting them up themselves. Having a communal list…

    1 vote

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  15. see CX0015898344
    I was told that when you create a job for client A, you can only create CURNN for client A.

    We are unable to make CURNN for client A's association - such as their spouse, their business (company, trust, partnership, etc) or any client in client A's group.

    To do a CURNN for client A's spouse, i would have to create a job for the spouse then create the CURNN.

    1 vote

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  16. Please could we develop Xero Tax to be able to recognise UK Public Listed Companies (PLCs) and have the ability to file Corporation Tax returns through Xero

    1 vote

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  17. We would love to be able to customize the report printing to portrait or landscape. It would also be nice to be able to resize columns to stretch or shrink to our need.

    1 vote

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  18. To add to Receivable to search by account code so to know which clients have not paid e g membership invoices only

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  19. Could you make the app more user-friendly by reducing the need to log in every time or Ideally, Face ID should be an option for quick access.

    Also, when we receive invoices from Xero, could they be sent as PDF attachments rather than just links? This would make it easier to forward them to Hubdocs via email. Thanks!

    1 vote

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  20. on the cover letter just has clients name in addressee box , would be nice to include full addressee details including their address

    1 vote

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