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  1. line for previous assessment if return is amended so correct estimate will appear
    private use for depreciation in ledgers
    ability to export / import clients xero full ledger into our ledgers instead of manual journal

    2 votes

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  2. AU TAX - Client Substantiation for all Tax Returns.
    Only Activity Statements and Individual Tax Returns have Client Substantiations. Can we have client substantiation documents on all tax returns included in Trust Tax Returns, Partnership Tax Return, Company Tax Return.

    1 vote

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  3. It is frustrating that the default is set as 'yes' to collect tax via PAYE in xero personal tax returns. This would be the exception rather than the rule for our clients and it's very easy to miss this when preparing the tax return. It's unhelpful that we are unable to change the default to 'no'.

    1 vote

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  4. Please add the option to remove the logo from the tax agent profile. Once you add it, there is no option to remove it

    2 votes

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    Thanks for raising as an idea here, Inna. While it's not possible to delete a tax agents logo atm you could upload a blank white picture as the logo where you'd like to remove the existing. 

    We don't have any direct plans around this atm, but we'll get a sense of the interest here and let you know if there's any progress.

  5. In Xero Tax when we save the completed tax return for the client as PDF for email, is there an option to hide other sensitive information in addition to the TFN, such as date of birth, address and bank details.

    29 votes

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  6. Recent new requirements from the ATO mean that businesses have to nominate new BAS and tax agents via ATO Online Services for Business, before the Agent can add them on their end (on ATO Client Services for Agents). This requires the tax payer to have set up MyGovID, gone into RAM and log into ATO Online Services for Business. The majority of clients have no idea how to do any of this. It would be good, if there was a way that they could nominate the Agent from Xero instead. Perhaps the linking of the Xero file to the ATO…

    5 votes

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  7. Add default setting on managed fund capital gains distribution worksheet to "yes" so you don't have to manually edit each worksheet from the ATO prefill report.

    9 votes

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  8. I believe there should be an option to run a report which shows which tax returns / activity statements have been amended and lodged as a revised version for your whole client database. Without this, there is no current way of knowing the amount of revised returns / activity statements that you have lodged which can be a problem.

    4 votes

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  9. See CX0014786193 and
    CX0014195990

    1/ For ACTIVITY STATEMENTS - xero already retrieves the bpay details. Can Xero retrieve the Auspost billpay details, and ATO PRN details for credit card payment too to be printed/esign emailed when generating the Activity statement?

    2/ For Income tax returns - for entities that have a payable result, can Xero retrieve the bpay, post billpay, and PRN details that can be printed/esign emailed along with the tax return?

    3/ and for ITR, can Xero retrieve the bpay, post billpay, and PRN details so that it can be sent along with the OoA email/print out?

    2 votes

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  10. When 'ignoring' tax notices (letters) and adding a note this is only available to be viewed while the date is available in the payment tab. It would be handy to have the Tax History including the body of the note be available in the Statement tab when the amount is ignored as it is when amount changes.

    4 votes

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  11. Would we be able to have a tab in Xero Tax between 'To Sign' and 'To File' - called 'Returned' - so that any ITR or AS that has been e-signed is moved across into that tab?

    17 votes

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  12. Ability to have Xero Tax for businesses, not only for Partners

    113 votes

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    62 comments  ·  Xero Tax  ·  Admin →
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    Hi everyone, though appreciative of the idea. This is a function available through the Xero Tax Product with a Xero advisor, and we don’t have plans for developing this capability from within a Xero organisation.

    You can find an advisor to suit your full business needs through Advisor Connect.

  13. Add "Draft" watermark to personal tax returns

    1 vote

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  14. I think it would be great to have Xero Tax automatically populate tax agent fee from invoice raised to client in the past year as deduction in tax return

    2 votes

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  15. Hello,

    I would like for Xero to automatically calculate the VAT returns accurately when switching from a VAT scheme to another. Currently, we need to manually adjust the returns to avoid any duplications caused by the transition. There is room for a lot of human error when doing this and I believe this feature is extremely important.

    5 votes

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  16. We are required to enter invoice numbers and tax ID numbers of suppliers when loading taxes onto the local tax returns portal. Is there any specific report that allows to generate a report that shows, supplier tax ID, supplier invoice number, total invoice amount and total tax included, all together in a repor, so that our tax filing is hassle free.

    1 vote

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  17. Superannuation Lump Sum
    I am new to Xero Tax and trying to set up previous years tax returns for going live in FY2024.
    I have several clients that have been paid superannuation lump sums in the past and I am can't put the historical data into the return which is needed as there are limits on these payments

    1 vote

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  18. Allow users with "Cashbook Client" level permissions to access the 1099 Report

    1 vote

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  19. This can be entered in the losses area of the tax statement, but does not pull into the next years tax return so is a complete waste of time.
    Normal losses pull through but these rental ones do not.
    Please fix this issue.
    These and normal losses should pull through from IRD - we shouldn't have to enter these manually as we currently do.

    6 votes

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  20. Tax returns be rolled forward annually to assist with workflow tracking and planning.

    32 votes

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