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195 results found

  1. Farmers averaging schedule on personal tax. This is an averaging adjustment over 5 trading years and is essential for our farming clients.

    25 votes

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     ·  8 comments  ·  Xero Tax  ·  Admin →
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  2. Capital gains tax worksheet - where an capital assets is owned by more than one person say husband and wife 50:50. If the worksheet has been prepared for one taxpayer, have an option to have this copied/ transferred to the other taxpayer similar to rent schedule.

    For property generally there could be just one item but for shares there may be huge number of CGT events.

    74 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  3. Ability to have Xero Tax for businesses, not only for Partners

    51 votes

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     ·  27 comments  ·  Xero Tax  ·  Admin →
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  4. We want to be able to report on any clients with outstanding balances at any point in time, and be able to action it before the ATO start calling us or the client to chase the debt.
    There is already a report on the ATO Portal – See attached screen shot. The report contains any AS’s that are overdue and also shows any clients debt/credit they may have on the ICA.
    We also want to be able to safely ignore any and all statements of account that the ATO spam us with because often, they issue a statement of account…

    14 votes

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  5. A link between spouses to automatically update joint income so as to avoid posting the same information on each return and reduce the time spent on each return

    16 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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  6. 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.

    49 votes

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  7. Automatic exemption of national insurance contributions for clients over state pension age. In many other accounts production softwares this is already automatic and is calculated from the date of birth. The more manual input there is, the more room for error and this is something that could easily be missed by someone who is used to automatic functions.

    12 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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  8. Ability to have future tax forms generated for multiple entity types and not just individuals. This will enable practitioners to prepare tax returns for entities that have substituted accounting periods much before the due dates without having to request extensions from the tax office also will give us the ability to work out the timing differences on tax profit more accurately rather than relying on spreadsheets etc.

    28 votes

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  9. Show the difference between the original tax return and the amended tax return in the clients tax estimation sheet.

    44 votes

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  10. Currently the apportionment percentage for the rental is calculated for all income and expenses. However, in reality this is not always the situation. Sage has the ability to change the apportionment of each expense individually as well which is very useful, time-saving and error reducing.

    16 votes

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  11. Re Managed fund distribution worksheet, the field 'Current year capital gains - Discount method (Grossed-up amount)' was prefilled incorrectly.

    It's prefilled with net amount instead of the grossed-up one, results in validation error, need to manually edited it.

    It could be great if xero can fix this, thanks :)

    12 votes

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  12. It would be good to have a version of the "Partnership and trust" worksheet from the individual tax return in the CTR as well. This would make it significantly easier to enter the correct amounts at 6D and 6E.

    Having the appropriate amounts entered in the worksheet flow through to the capital gains schedule and the franking credits section of the calculation statement would also be advantageous as it would remove a lot of manual work associated with these items.

    23 votes

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  13. Add the calculation of our clients Div 293 liability to the tax estimation sheet.

    33 votes

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  14. 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…

    37 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  15. Many our trust clients have investments in managed funds, e.g. Macquarie Wrap, etc. Unlike ITR, currently there is no "Distributions from Managed Funds" worksheet in TRT. This means, we need to enter Capital Gains and Foreign Income in the separate sections from "Distributions from Partnership/Trust" worksheet. It would be great if all components from Managed Funds distributions can be entered into one worksheet.

    12 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  16. General Pool Depreciation - Using the General Pool feature does not list the assets that have been pooled. It is useful to be able to review assets owned by an entity and the details of the purchase.

    14 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    Appreciate you'd like to add more detail for assets within a pool. 

    Atm, we don't have direct plans for developing this, however we'll continue to track interest here, so keep adding your support. 

  17. Outside organisations are requesting copies of Tax returns and we don't want to show Client's bank account details and date of birth on the Lodged Tax Returns when sending via Xero electronically.

    Clients of ours firm are concerned with identity theft. If this could be implemented it would be a great feature.

    This affects Xero Tax and Xero Practice Manager.

    11 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  18. Report that can show outstanding lodgement obligations filtered by year. If the report can also be updated from the ATO.

    20 votes

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  19. Partnership LLP Accounts and Tax - SA800 for multi member partnerships. Including the ability to produce individual allocation report of profit/loss for both UK members and overseas members

    12 votes

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     ·  5 comments  ·  Xero Tax  ·  Admin →
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  20. 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…

    31 votes

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     ·  5 comments  ·  Xero Tax  ·  Admin →
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