For accountants & bookkeepers

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1. Xero Tax (AU) - PAYG Instalment Estimate Worksheet improvements

   Could we get a PAYG Instalment worksheet please, with an option to tick if a client is a new entrant to the PAYG instalment system and a field where we can enter the expected lodgement date of the tax return. These fields can then drive the PAYG instalment estimate for the current financial year.
   Currently Xero just estimates the instalments for the four quarters which isn't always correct. For example if we lodge a return in November and the client is entering the PAYG instalment system for the first time, there's no way to zero out the September quarter without it automatically increasing the December quarter.
   Furthermore if we had an option to indicate the expected lodgement date, if we aren't lodging until April then Xero can calculate nil instalment for Sep, Dec, Mar quarters and the correct amount for the June quarter.

   Could we get a PAYG Instalment worksheet please, with an option to tick if a client is a new entrant to the PAYG instalment system and a field where we can enter the expected lodgement date of the tax return. These fields can then drive the PAYG instalment estimate for the current financial year.
   Currently Xero just estimates the instalments for the four quarters which isn't always correct. For example if we lodge a return in November and the client is entering the PAYG instalment system for the first time, there's no way to zero out the September quarter without… more

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   2 comments  ·  Xero Tax  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminBelinda Welsh (Admin, Xero) responded

   "Thank you for submitting your feedback and highlighting the improvements that are important to you. We have reviewed your suggestion, and it is open for community support.

   
   

   To help your idea gain traction, we encourage you to share it with colleagues who would also benefit so they can cast their votes. Additionally, other members can leave comments to provide further context on how this change would enhance their experience with Xero."