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2 results found

  1. Personal Tax (UK) - Tax adviser details

    Ability to auto-fill tax adviser details for all clients (as agents) rather than manually adding the details for each tax return/year.

    13 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for the on-going interest and engagement in this idea. As mentioned in our last update - tax adviser details will roll forward into the next year for each client, once added.

    However, our product team do appreciate how auto-filling the tax adviser details would make things more efficient.

    While we don't have immediate plans, this is something our teams are taking a closer look into solving for Xero Tax (UK) Personal tax.

    I'll be sure to come back and keep you updated of any progress in this space.

  2. Personal tax (UK) - Ability to add payments already made

    In Xero Tax, you can enter "Any other payments or credits on account" to show what a client has already paid towards their tax bill. But you can't enter a negative figure (i.e. a refund already received for a return that is being amended) and there is nowhere to add in any outstanding tax from a previous return etc so that the payments report factors this in.

    It would be good to be able to have some additional boxes to show these please.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your idea for being able to enter a negative figure for other payments. This is something our product team are currently exploring and we'll keep you updated on any progress for this, here.

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