25 results found
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Report Builder Fields - fields from Tax Return Data
It is not currently possible to pull a report of all clients that have Franked distributions (field U) and Franking credit (field D) on their tax returns. As the ATO has released a new area of focus on franking credit trading rules known as the '45 day holding period rule' we would like an easy way to track and highlight companies that could
17 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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NZ Tax - Transfer donation rebate to multiple years, tax types and IRD numbers
Having the option to transfer a donation rebate to multiple tax types, tax years and IRD numbers would be great. For example, transferring credit to terminal tax and also provisional tax or tax owing from a previous year.
19 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Shares Beneficially Held
In the client's relationships section, It would be beneficial if we had another section for shares stating whether they are beneficially held or not.
12 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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XERO - PH Reports Template
Hi Xero Team,
We are in the process of registering Xero as our Computerized Books of Accounts with the BIR. In line with this, we would like to share some suggestions that may help Xero meet the BIR requirements.
For report generation, it would be helpful if the footer could include:
The type of book,
A timestamp and date,
The name of the person who generated the report, and
The software version number.
At present, the footer only shows the date and type of report. Adding the generator’s name, exact time, and version number would make the reports more aligned…
3 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Partnership tax returns
Partnership tax returns - we should have the ability to correctly submit partnership tax returns with rental income without having to fudge the figures on the return
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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New Tab for All NON Lodged in Xero Tax
Xero Tax should have another Tab to View ALL NON Lodged.
Right now you have to go to Draft, Completed, Approved, To Sign, To File - that's 5 tabs to see which returns and BAS are not yet lodged. All tab includes Filed. There needs to be a tab where you can view All Non Lodged excluding Filed.2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Job Status - Updating to Lodged
Job Status - Updating to Lodged,
Wouldn't it be great if when a return, activity statement etc connected to job is actually lodged, that the job automatically updates the status to lodged.2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Trial balance With Categories
"Please provide or enable a template that allows the generation of a Trial Balance report with account groupings categorized under the same headings like Profit and Loss statement and Balance sheet."
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Xero Tax (AU) - automatically add the ABN from the client record to P5 of the individual tax return
Any taxpayer can only have one ABN.
Why does Xero leave P5 blank when it could put the ABN (which is already in the client record) into P5 for me?
If you're worried about there sometimes being an ABN in the client record but there being no business that year and it needing to be blank.. then make it work the same as when I rollover from a prior period - last year's fields are rolled over but I can delete them if need be.
Same thing here - when I create the tax return, either:
- roll-over from the…2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Xero Tax - set default print settings for your practice
It would be great to be able to set default print settings for the practice, especially by tax return type. Recently Xero changed the default and now I have an extra box to untick each time. Pain in the backside. Thanks
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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VAT report for monthly/periodic analysis
We have clients where a sigificant proportion of their sales are Zero rated, which can significanly affect both net and VAT totals in certain boxes as well as the overall value in box 5 to be paid/repaid.
Could you create a report that allows the totals in boxes 1-9 to be listed, allowing comparison with prior months or periods or years.
This will be useful to see, say, the last 3 months or the corresponding prior year amounts so that percentages can be reviewed.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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XPM Report for Prepayment or Miscellaneous Invoice
Hi there, we would like to have a report in XPM to show all the invoices. This would include the normal invoices and prepayment invoices(miscellaneous invoices).
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Automated Timesheet Template in Xero for bulk enteries
Would love if Xero could have a built-in template specifically for importing timesheet data directly into the system, This would be a valuable feature for businesses like ours as it has over 522 casual staff who work remote, as well as perm staff who upload to XeroMe. To introduce a built-in functionality to import timesheets directly from a CSV or Excel file without using an external app would be a huge time saver.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Work in progress reporting
within report builder have the option to exclude costs and timesheet jobs with no values on both items
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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currency
When sending invoices to Xero email address, the currency defaults incorrectly instead of taking the currency already set for the contact. We expected the contact’s currency to be applied automatically at the stage of creating the invoice, but this is not happening.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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set up guide
When I set up a new ledger only client it takes too long for the menu options to appear after doing set up. It stays in set up guide for too long. Why is this? I try logging in and out to no change. When we set up a GL file for a client, to create a set of EOY financials we just want to get on the with the job. Not be waiting for our menu to start work to appear.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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XPM notes numbering
From the initial client view, there should be a number next to the Notes section, to show that there are notes to look at (as there are for invoices, jobs etc)
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Create an option to redate draft bills to an entered date
We use Xero on top of a project management system (Deltek PIM) which generates employee expenses and supplier invoices. When we export them to Xero they sit as draft bills which we approve. If users of PIM enter an invoice/expense for a prior period, the transaction has to be redated in Xero to prevent it changing the historic management accounts. My suggestion is that there is an option within Draft Bills that would redate draft transaction dates (before posting) to a given date, say 1st of the open period.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Implement Accounting Periods
Implement accounting periods rather than running from transaction dates. We have to close the period for management accounts by day 7 but there will be supplier invoices or expenses appearing after that date. Currently we have to manually amend the date on posting to be the first date of the open period. If accounting periods were implemented, we would be able to allow a late transaction through in the current open period rather than amending the transaction date.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Practice manager - Stop importing invoices into XPM for non clients
Xero's feature of importing invoices into XPM is great for clients. But there is no way currently to stop importing them for people who aren't clients. Currently - we sell digital products, which we need to keep invoices for. Every time a digital product is sold, it creates a new client in XPM. They aren't clients.There should be the option to only import if a client exists in XPM.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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