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1369 results found

  1. It's not possible to reverse a Personal Tax return that has been marked as filed. It will be great to do it.

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  2. In the Transfers screen, Need a filter option on the Return State column to save having to move from page to page of results to find all the Assessed ones (even after having sorted by that column)

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  3. Some sort of link for each partner so we can have clients sign up with us directly from our website. Alot of my clients sign up for all my services from a link on a website. This would be very beneficial in my opinion. See this one for example with zoho books.

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  4. I don’t want to leave feedback

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    1 comment  ·  Xero Tax  ·  Admin →
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  5. I would suggest that Xero should provide direct debits from all your accounts in one report.

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    Hi Komal, just to make sur we understand the idea here properly. When you say you'd like a report of all direct debits, is this where you've made a direct debit payment for bills? Or where you have customers that may be on direct debit payments with your business? 

  6. when xero says 'Document too large to attach. View in Hubdoc' when viewing an invoice, could you make that a hyperlink so i can just click on the link to hubdoc, saves copy & paste, thanks.

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  7. In XPM, if we want to look at what tax payment notices we’ve sent to a client, we can’t see this by looking at the individual client’s dashboard. We need to go to the tax menu then search the client. It would be good if we could see it on the individual client’s dashboard as a section in the Tax Returns tab.

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  8. Workpapers - Preview Attachment Highlighting faded
    When previewing a workpaper rather than downloading if you have highlighted using pdf manager this doesnt show that bright. Need to fix as this is hard for a review to know what the team member has highlight.

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  9. It would be really good if when the accounts and corporation tax return have been sent out for digital signature to a client that there was a send receipt with a date and time stamp to show its been sent to the client with details of what email address it was sent to. When sending out lots of requests over various different clients it is easy to forget if you have sent the signature requests out.

    1 vote

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  10. Ability to report on all fields in XPM. Example, Fee from Refund. Odd to have fields available that no way can be used in any reports or export of data.

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  11. Please indicate on the attached page which staff are currently working. This would help with seasonal practices to turn on and off staff without having to open each record.

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  12. It would be great to have the ability to change the issue date for draft invoices created in Practice Manager. The only way to do this is to delete the invoice and re-create it which can be very time consuming. The Due date can stay as the company's default, and update according to the new issue date.

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  13. Please add National Bank of Canada and HSBC to your list of banks that can be processed through Hubdoc.

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  14. Exporting Canadian GIFI schedule should be enabled for the current tax year. Sometimes we need to export the current period to run a tax projection in the tax software.

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  15. Currently when XPM gets the Summary of Earnings information from IRD and imports this into the XPM tax return, this imports all the names of where they have earned income from in CAPITAL LETTERS. This isn't very friendly to the eye and we will often go in and rename each of these imported lines so they look nicer.
    Or if these aren't edited, but other data is added e.g. business income, then the format won't match.
    All caps is very ugly!

    It would be great if XPM would import automatically with first letter in capital letter and the rest in…

    1 vote

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  16. XPM Standard reports - we need more filters added here for example ability to select partner/manager instead of running the full list. even being able to filter by job category would help on all standard reports.

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  17. Xero advisors in the US are climbing an uphill battle since Xero is not well known, I would love it if I could get on the advisor directory with less points. I cant get Xero clients without the directory but I cant get the directory without Xero clients. Its a catch 22

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  18. I run a small firm and for me it is not worth subscribing to your esign bundles. I need approximately 10 signatures a year and paying £60 for 10 signatures is not a justifiable expense to me. You should offer either a smaller bundle of 10 signatures or maybe a pay by signature option.

    1 vote

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  19. Once filleted accounts have been filed, there is no option to add or remove the detailed P&L to the full statutory accounts.

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  20. In Canada it is common to have January 1, 20XX as the fiscal year end date instead of December 31, 20XX. As a result, the Sales Tax Reports are unable to be utilized because even though I can have my fiscal year end matching in Xero, it won't let me run the report based on custom dates - for example, if I have a quarterly filer that has a January 1, 20XX fiscal year end, then the Q1 period is going to be January 2 to April 1 and it would be due May 1 - and not Jan 1…

    1 vote

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