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For accountants & bookkeepers

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1391 results found

  1. It would be great to have two additional tax return status values, to more efficiently support the typical workflows of busy tax agents.

    1. Waiting on information - return cannot progress until the client provides missing info.

    2. Rejected - return has failed review and requires adjustment before it can be lodged.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  2. The queries portal is nice, but its Xero Blue - we'd love to be able to put our own branding on things much further beyond our logo.

    1 vote

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  3. Would it be possible to visibly see the Government Gateway currently set up for HMRC submissions for each individual client? At the moment I believe this isn't available, however it would be helpful to be able to view this information via Practice Manager

    1 vote

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  4. When moving time to another job in XPM and you start typing the client name that the time is to be transferred to, it appears at the very bottom of the list, So you always have to scroll down the screen to see the job that you want to transfer it to. Could it please appear at the top of the list on the screen?

    1 vote

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  5. It would be great if there were the ability to run a report of all business structure type Tax returns (AU, CTR, PTR, SMSF, TRT) with who is tax payable and refundable.

    At the moment, we can do this for some business structure types, but not all and when adding in these columns, it immediately removes all clients.

    1 vote

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  6. We have just been advised that we cannot allocate write off/on to jobs rather against individuals or apportioned across those who have charged time to the job. At times, jobs are short quoted for reasons and it's unfair to impact someone's recoverability due to business decisions. There has to be a way to record such write offs without impacting staff or teams time directly rather recoverability of the job.

    1 vote

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  7. We occasionally have issues when transferring Xero subscriptions with the notification being missed by the other party. Is it possible for the subscriber to receive an email when the transfer period is due to expire and the other party has not accepted?

    1 vote

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    1 comment  ·  Xero HQ  ·  Admin →
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  8. 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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  9. 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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  10. If preferred method of contact area could be created.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  11. 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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    0 comments  ·  Hubdoc  ·  Admin →
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  12. 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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    0 comments  ·  Xero Tax  ·  Admin →
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    Thanks for your feedback and sharing with us through the idea here, Zoë.

    It'll be good to get a gauge of the community support through your idea here. We don't have any plans for adding top slicing relief on an insurance bond gain atm, but we'll share if there are any changes for this made.

  13. 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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    0 comments  ·  Xero Tax  ·  Admin →
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  14. Option to import historical TBs monthly instead of annually.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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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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    Thanks for your feedback here, Christopher. Appreciate you have also shared detail around this with our specialists at Xero Support, however just highlighting that ideas in the forums here are for the community to support any detail you can provide through the idea directly here will also help other community members understand and support your ideas.

    We don't have any immediate changes around this planned, for now you'll want to add a New CURNN to each individual client. We'll continue to keep an eye on the community support for this here,.

  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. If you send an email from the XPM Job it automatically adds the details as per the "name" field of the job as the subject in the email.

    Please add the name of the client after the insertion of the "job name" field of the job in the subject.
    If I do have a client with multiple entities, it can be confusing for the client as he does not know for which entity the mail is - he only sees the job number and the job description. If you look in history of your mails you can then also search…

    1 vote

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  18. Please add an option in collaboration to show active only or ALL jobs.

    We sometimes receive mails after the job was completed(or billed) but then we must open the job to allocate any mails received.

    1 vote

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  19. We would love a client report showing the Industry as it is in the Xero Organisation Settings.

    Currently the report gives the Main Industry classification but not the Sub Category.

    For Example the HQ report would show a company industry is Construction but actually the company provides Electrical Services and there is no report to get this detail of all the clients.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  20. Report codes that are in the For Review category need a button so after changing the ones that need changing the rest can be marked as reviewed. Currently it looks like you have to click into each one to review it and no-one is going to have time do that when you can see most of them dont need changing.

    Its always an extra click to view all the report codes as Xero defaults you the the codes that are For Review. If they have all been reviewed we wouldnt have to do an extra click each time we want…

    1 vote

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    Thanks for submitting your idea on Xero Product Idea's, Gay. We appreciate you taking your time to share changes that would be most meaningful to you.

    This is something our product team are taking a finer look at, so I'll let you know if there are any updates to share.

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