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  1. Xerosign: Remove the requirement to sign up to a xero account to sign documents.

    This frustrates the client and causes so much headaches for us that we have stopped using xerosign and now have to use a third party provider.

    13 votes

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     ·  1 comment  ·  Xero Tax  ·  Flag idea as inappropriate…  ·  Admin →

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  2. SIGNATURE PAD

    It would be great if you could attach a signature pad to the computer so that a client can sign their Tax Returns on the spot without having to print the Tax Returns for the client to sign.

    We love the convenience of digital signatures however some clients don't have their emails on their phone, don't have email addresses at all, or just refuse to sign electronically via email when they can just sign their documents when they are in the office.

    We think that having the option to sign an an electronic signature pad, like you do…

    9 votes

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     ·  3 comments  ·  Xero Tax  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Following on from advice from IRD. Is this something that is easy enough to create?

    See email from IRD.....

    We are getting a number of customers to our Front of house (reception) who require a printed barcode to make their payment at Westpac. As you might expect, many of these customers are elderly and it has been some effort for them to go to Westpac only to find they need a barcode to pay so they come to see us… before heading back to Westpac with their printed barcode.

    Most have, in the hot little old hands, a lovely letter…

    6 votes

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     ·  1 comment  ·  Xero Tax  ·  Flag idea as inappropriate…  ·  Admin →

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  4. When entering in the Franking Account in a tax return, you should be able to reorder the rows if you enter a date that is not in chronological order. Or alternatively, the system should be smart enough to re-order the rows based on date.

    5 votes

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     ·  0 comments  ·  Xero Tax  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Ability to export Xero Tax in CSV format.

    Purpose: Users can easily export CSV format for their Xero Tax without having to convert somewhere else.

    5 votes

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  6. Allow a practice-wide setting to default postal address to client's postal address/main address, rather than agent address. Same applies to phone number and e-mail address.

    I'll admit I'm brand new to Xero Tax, but the returns I have created so far default to Agent Postal Address, whereas all of my returns always use client postal address. Instead of having to toggle/switch this for every return (and in due course no doubt missing one at some point), it would be great to have a practice wide setting. "On Tax Return forms, postal address should default to [client address]/[agent address]".

    Similarly, my…

    5 votes

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  7. Have the ability to send a copy of the actual message/links sent to a client to our own email when we we send something for e-signing via Xero Sign. Adobe sign has this option.
    This would help us because:
    1. It is a professional requirement to keep a copy of all correspondence sent to clients.
    2. It also would help when they call and have a question about what to do if you could have the exact copy in front of you to step it through with them.
    3. When they dispute what was written in the text part of…

    2 votes

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     ·  1 comment  ·  Xero Tax  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Currently, in the UK you can export an iXBRL file from Xero Tax but if you try to import that file into other tax software it is not compatible and creates an error message in the other software.
    This is an issue at my firm as the Tax department insists on using Alphatax for all CT Returns and this has meant that we cannot use Xero Tax to prepare statutory year-end accounts as we have to prepare the iXBRL tagging file in other software that is compatible with Alphatax.

    2 votes

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  9. Comparison year for FBT return.

    2 votes

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  10. We'd like to create a custom tax report which identifies individual client who have claimed a deduction at Item D12 so we can double check we have the notice of intent to claim on file.

    2 votes

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  11. XeroTax: Showing Client ID Code on Client page and being able to search by Client CODE, TFN, ABN, Mobile.

    We have many clients with the same name and we have to keep manually looking through their details to make sure they are the right client.

    2 votes

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  12. It would be great to be able to see the balance owing once the BAS is submitted....have a client in credit and had to log on to my OSFA portal to check the running balance to let them know whether they had to make a payment yet. Would be great to get this data into Xero tax somehow. Anything that avoids us having to use the ATO portal is a great move

    2 votes

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  13. Ability to reduce the steps of amending BAS by removing the form type and auto generate on completion of the statement.

    Purpose: To save users time when they’re amending their BAS.

    2 votes

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  14. To include customer’s BSB and account number in the ELD form.

    Purpose: To make taxpayers able to verify their bank details as they sign the form.

    9 votes

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  15. Add a Schedule for Expenses on Schedular payments (NZ)

    1 vote

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  16. AU Tax - Error notifications. When a return is rejected by the ATO and appears in the Error tab of the Returns section of Xero Tax, an email should be triggered to alert the tax agent so that the error can be rectified immediately.

    1 vote

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  17. Prefill contact name of partner or manager to the Tax return cover page.

    Purpose: To help with changeover of managers of clients and when there is staff turnover or promotions of staff.

    As currently goes it rolls over from the prior year return and a change in staff or manager require it to be changed manually. Having the contact name prefill from the client details page when the update of a new manager is allocated to the client. This can be set to be either the partner or manager through a check box stating which name to prefill.

    Also even…

    1 vote

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  18. Problem: Xero connected to the ATO for activity statements. Client prepares monthly IAS (PAYGW only), Adviser prepares quarterly BAS (GST and one month's PAYGW). Adviser has to disconnect from ATO to finalise BAS in Xero and import into Xero Tax (to be able to send to the client for electronic signing and then making lodgement to the ATO).

    Solution: make it possible to finalise the AS in Blue Xero without disconnecting from the ATO, allowing Client to continue submitting IAS to ATO from within Xero and Adviser to import into Xero Tax to send for e-signing and lodgement.

    1 vote

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  19. When entering the average number of employees in the notes, it would be great if Xero could bring forward the amount entered in the previous year to save time checking what it was!

    1 vote

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  20. At the moment we can only add one tax type to a single line item. An ability to add additional tax rates/types to a single transactions is required for some invoices.

    1 vote

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