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1146 results found

  1. AU Tax - Losses carried forward - Tax (AUS)

    Losses carried forward have to be manually entered each year. It would be great if the information flowed through automatically from the prior year tax return. This will help to reduce risks that someone may accidently omit or incorrectly enter losses.

    162 votes
    12 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing through the idea here, everyone. While we do roll over the losses schedules from prior year into the new year as a losses worksheet for non individual tax returns, we understand there may be more areas which we can roll this over.

    It'd be of great help and appreciation from our product team if you could share more detail of the losses you're referring to and the specific tax return you'd like to see this developed for. Thanks!

  2. New Zealand Tax - Summarised Consolidated Tax Position

    Have the ability to run a report to include in the Financial Statements that is a Group Summary, so includes all selected entities within a group and details all amounts payable or refunds due for all upcoming provisional and terminal tax dates (regardless of balance date) and a Net Tax position

    42 votes
    submitted  ·  3 comments  ·  Xero Tax  ·  Admin →
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  3. AU Tax- Ability to calculate the number of days not liable for the medicare levy surcharge

    Xero Tax(AU) | Worksheet to calulate number of days not liable for M2 (Medicare levy surcharge)

    When some client has more than 1 health insurance policy and the period of the same are diffrent and sometime overlapping we need the work out this manually which can sometime be wrongly caluclated and can impact the tax estimates.

    Xero should have a worksheet where we can enter policy details along with perioid of coverage to that it can calculae the days acurately. Similar feature is avaialble in MYOB AO and comes in very handy.

    103 votes
    submitted  ·  6 comments  ·  Xero Tax  ·  Admin →
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  4. Prepayments & Accrual Schedules

    Instead of using spreadsheets, it would be very handy for Xero to have prepayment & accruals schedules built-in that act similar to the Fixed Asset function.

    For example, when you allocated a new invoice to the prepayment nominal, Xero would detect that transaction and add it to the schedule. At the end of the month, you access the Prepayment & Accruals screen, go to drafts, and fill out a form giving it the period with su[plier, start date, end date and number of days/weeks/months it lasts (this would determine how often a journal is created when ran). Once done, you…

    25 votes
    submitted  ·  5 comments  ·  Xero HQ  ·  Admin →
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  5. Practice Manager - Audit trail for client history

    Client History
    It would be great to have a running record of client history in XPM, showing the date and person who, including but not limited to:
    - created the client
    - edited client details
    - archived client
    In a large firm over multiple offices, it would be easier to know who to contact if there are questions about details are entered into XPM, and keep XPM as a CRM up to date.

    258 votes
    28 comments  ·  Xero Practice Manager  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

  6. Xero tax: edit bulk email addresses

    Please reinstate the ability to edit email addresses under the bulk email function under Tax > Payments. Depending on the type of tax notice, we have to send a tax notice to a staff member and copy in an additional person. It will not allow us to enter in a second email address under the client profile. This is very time consuming if we have to send it out twice and inefficient.

    22 votes
    submitted  ·  5 comments  ·  Xero Tax  ·  Admin →
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  7. Hubdoc - Attach multiple documents when publishing from Hubdoc

    It would be fantastic to attach more than one file when publishing from Hubdoc to Xero! Often bills come with supporting documentation, such as contracts and/or receipts. It would be great to be able to attach these, as well as the original bill to be published.

    Thanks!

    33 votes
    submitted  ·  2 comments  ·  Hubdoc  ·  Admin →
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  8. Xero HQ fixed assets - Lookup to ATO Effective Life

    In the Fixed Assets module, it would be helpful to have the option to link to the ATO's Effective Life tables when adding a new asset. This feature would allow users to search for the Effective Life of an asset. It should also be possible to overwrite this value, allowing you to input a different number of years if they choose to self-assess. Having access to the ATO's guidance would be extremely helpful.

    13 votes
    submitted  ·  0 comments  ·  Xero HQ  ·  Admin →
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  9. NZ Tax - Check of Overseas Income Jurisdiction codes to identify invalid country code

    NZ Tax Audit Check of Overseas Income Jurisdiction Codes needs corrected to identify invalid country code UK and bring up a red error message. The correct code for the United Kingdom is GB not UK, the audit check should pick this up at the audit check stage which it currently does not. Thus when we go to file the return the return goes in to error as the jurisdiction code is invalid.

    60 votes
    submitted  ·  10 comments  ·  Xero Tax  ·  Admin →
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  10. Subscription - Keep GST Cashbook Partner Plan

    Partner Plan Keep GST Cashbook

    45 votes
    submitted  ·  11 comments  ·  Xero HQ  ·  Admin →
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  11. New Client Insights needs more filtering capability

    The new Client Insights section, I clicked in today from the newsletter, would be good to be able to filter by Client Partner/Manager as we can currently see all clients in the practice with no ability to filter.

    21 votes
    submitted  ·  7 comments  ·  Xero HQ  ·  Admin →
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  12. NZ Tax - Ability to import settlor information to IR6

    When Settlor relationship exists for a client, this needs to flow through automatically to the IR6 in the same way that Beneficiary relationships do.

    31 votes
    submitted  ·  1 comment  ·  Xero Tax  ·  Admin →
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  13. Bank Rule File/Folder

    Could we attach the original document to the bank rule so others with access to the account can view the source document?

    6 votes
    1 comment  ·  Xero HQ  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Interesting idea, Bernadette. Trying to get a better picture - would this be a consistent document that you'd want attached to any transaction that was created with the rule. Or just a static document that was attached to the Bank Rule in your bank account setup ?

  14. Xero tax- Rental Property Schedules sharing

    The fact that it's so hard to get a rental property schedule to share from one return to the selected second client is very very very very annoying. If there were a button we could press to manually ask it to share across that would save endless saving, closing, opening, closing the whole program, turning off your computer and leaving my desk in frustration.

    14 votes
    submitted  ·  2 comments  ·  Xero Tax  ·  Admin →
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  15. AU Tax - Trust Income Schedule

    I'm completing my first Trust ITR for 2024, and inputting info into the new Trust Income Schedule.

    The Non-PP income flows through to Item 8, but the Capital Gain isn't flowing through to Item 21...

    WHY do you insist on SO MUCH double entry??!?

    It's not even throwing an error, like the 'Managed Fund' schedule does in an Individual ITR??

    26 votes
    8 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the conversations here. The other idea linked in this conversation that we delivered on was for the ability for information to flow from the Trust Return(TRT) to Individual Returns(ITR) which is facilitated with the Trust Income Schedule,

    This is slightly different in that you're wanting information from the CGT worksheet to flow through to a TRT.

    Right now non ITR's will need to create a CGT worksheet after the Trust Income Schedule, we appreciate wanting to see further improvement in this space for non ITR's to create a CGT event in a worksheet. It's something we looking to implement in the future but don't have a timeframe on atm. I'll let you know here if there are any changes. Thanks

  16. XPM - Place of Birth field

    Place of birth, like Director ID, is a field that is important for any individual clients who are company officeholders. Rather than having to keep this record in an external software, ideally we would have all the information about a client in one place, and as such, would appreciate a "PLACE OF BIRTH" field somewhere in the client record to facilitate this.

    7 votes
    submitted  ·  1 comment  ·  Xero Practice Manager  ·  Admin →
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  17. Reports - Add quantity column to reports

    It isn't possible to add a quantity column to a report, nor is it possible to pull through Qty data entered in Xero or create a cell the Qty can be manually typed into.

    You can add a note column but this would be to link to a section of the report pack, not a quantity loaded into Xero or a box we could manually type the quantity into. Further the notes section functionality is unable to be renamed and can only be linked to other reports in the report pack. It does not work to bring through Qty data.

    …

    232 votes
    18 comments  ·  Xero Practice Manager  ·  Admin →
    How important is this to you?

  18. NZ Tax - IR7 ability to have a group schedule for allocating income and tax credits to partners

    Make a schedule for allocating partner income and tax credits allocations with a total giving the ability to allocate income on the one page. Currently you have to go into each partner schedule. There is not always an even split of income and with many partner entities it is very time consuming.

    30 votes
    submitted  ·  1 comment  ·  Xero Tax  ·  Admin →
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  19. Xero tax: live updates from IRD

    In APS you have the ability to live synch the tax ledger. As an example a transfer to 2025 from 2024 income tax made today won't show until the next day in the tax return summary.
    A synch button to do this would be helpful and save time from stopping the job until the next day to print/save

    9 votes
    submitted  ·  2 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?

  20. Xero HQ: archived clients with subscriptions.

    Be able to export list of archived clients, especially if they still have xero subscription that was missed to cancel. So that these can be easily reviewed.

    We are paying Xero for no reason at all.

    Also the ability to bulk change those archived clients eg cancel subscriptions

    Perhaps when clients are archived there should be something to flag to remember to do something with the subscription eg cancel or transfer.

    Thanks

    6 votes
    submitted  ·  0 comments  ·  Xero HQ  ·  Admin →
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