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333 results found

  1. I would like to know if it is possible to rename email templates that are used when sending returns or Activity Statements Out for Signature. eg: from 'Custom 1' to a more useful name

    4 votes

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  2. 1 vote

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  3. When posting the CT charge for the year, Xero Tax defaults to the 500 code in Xero. Not all our clients use this. Is there a way of reverting to the blank accounts codes so we can change this per client? Thanks

    2 votes

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  4. When preparing personal tax return on Xero, I accidentally edited the field "Your spouse's assessable income" in Spouse tab and now it's labeled as "edited"

    It could be great if I can undo the 'edit' so the field can automatically generate data from spouse's return like how it was

    3 votes

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  5. It would be very helpful that when a new Tax Return for a new Client is created that the Clients mobile numbers and emails are put in by default and we have the option to set a default for the Clients bank details & postal address to always be selected.
    I know that the information carries on from the previous year regarding the address and bank details but if the information is supplied on the new client profile before the Tax Return is created it should automatically select the Clients Information.

    5 votes

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  6. MTD for ITSA
    Xero have been a bit quiet on the issue of MTD for ITSA. What is the suggested solution for ITSA? If the Xero plan is to charge the starter plan at £14/month (plus VAT) I think you will lose a lot of the market share. MTD for ITSA needs a simple £5/month solution for sole traders with ability to use expenses app for free. The costs of £14/month plus £2.50 for expenses is going to lose a lot of our clients to competitors like FreeAgent (which is free if you have an RBS/Natwest/Mettle account). Finding it hard…

    2 votes

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    Thanks for your feedback, John - It'd be great to get you to join one of our demo webinars to see our MTD for ITSA product. They run every few weeks and you can sign up here.

    Alternatively, reach out to your account manager who can help set that up. If you like the look of the solution you can start testing it with clients now, by joining the beta programme.

    In terms of Xero plans, MTD for ITSA will be available on every plan. This means it'll be available on all business plans - Starter, Standard, Premium, but also all partner plans - Ledger, Cashbooks, Bureau, etc.

    Clients may also be interested in the new app Xero Go, a simple business tracking and data capture tool, which links to a Xero partner plan so you can see the data and manage ITSA filings.

    To discuss in more detail

  7. 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.

    11 votes

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  8. It would be great if Xero could extract data from the form W-9 and update the associated fields in the contact.

    1 vote

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  9. Document Packs when resent do not update the "History" in Xero Tax. This means that the most recent reminder in Xero Tax can actually be much more older than that from the Xero Document Pack

    Would be good to see the history in Xero tax use the dates from the reminders sent in the document pack instead of having to leave Xero tax to find out.

    10 votes

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  10. Show the most recent IR Mark for Personal Tax returns on the main page rather than having to download the SA100 to view it.

    1 vote

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  11. AU Tax - Printing Return Not Necessary tax returns

    Currently Xero tax can print tax returns by withholding the TFN Numbers which is really good. However, if that same functionality can be added to CURNN- Return Not Necessary would be great.

    1 vote

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  12. Ability to copy a rental schedule to another tax return for a property shared 50/50 with the asset workpaper. Also ability to copy asset schedule to another rental schedule within the tax return.

    6 votes

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  13. Is consolidation of company group structures - parent & subsidiaries - involving holding companies , inter-company transactions , on the tax filing roadmap for development?
    If so, would this also include VAT group filings?

    Reviving this topic again as I've gone into Property and wanted to implement a group structure, how does Xero best deal with this structure interacting with subsidiaries within the group structure and for the purpose of consolidated accounts? Is Xero Tax also enabled for filing group company accounts?

    4 votes

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  14. There is currently no ability to type a Note relating to an item in a tax return. This would be for internal purposes only and provides a very handy audit trail.

    4 votes

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  15. My clients overpaid for BAS in previous quarter, results in CR amount on ATO portal.
    It could be great if I can add this CR amount when preparing next BAS in Xero so they can offset payable/refundable amounts.

    2 votes

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  16. We have a number of sets of accounts that have been prepared under FRS102 1A but do still require an audit in the UK as the group as a whole exceeds more than 2 of the thresholds. There is currently no way to simply toggle on an auditors report, with additional free type text fields to file these via Xero Tax, which would be nice to be able to do and save us requiring another piece of software altogether for these clients.

    3 votes

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  17. Improve XPM reporting for Xero Tax to enable extract of who has approved and signed (as tax agent) returns. Preferably including fields from client information - Client, Client Group, Account maanger (aka Partner), Job manager.

    3 votes

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  18. Can we make it possible to amend the 'Shareholders' funds' heading on the statutory balance sheet for companies Limited by Guarantee.

    (or remove the assertion in the Xero Tax guidance that it works for companies Limited by Guarantee)

    1 vote

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  19. Where the notices are the same screen. It would be helpful if it held your sorting order. When you click on a date to accept the assessment, when you return to the list it is back in date order. I'd like to keep it in client name order.

    4 votes

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  20. We, as a tax agent, would find it extremely useful if we could set a default payment letter template for each client - maybe have a selection option on the client page. Then when we send out bulk payment letters we know they are going to receive the correct details each time.

    1 vote

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