349 results found
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AU Tax - Fringe Benefit Contributions in Reports
When running reports, the ability to filter and display employee fringe benefit contributions. Currently only available on partnership returns - should also allow company & trust forms.
1 vote -
Xero Tax (UK) | Tax payment reminders
I use Xero Tax to prepare all my self-assessment returns for clients and I'd like to send out a reminder this month of the POA due at the end of the month along with their UTR references. Is there any way to produce a report from Xero Tax summarising this information by client which could be exported to Excel and used as basis for a mail merge? If not, this would be really helpful and presumably, as the information is already held in Xero Tax to generate the Payment Reports this should not be very complex to develop. Thanks
4 votes -
BAS - Update button on Activity Statement
I have recently started switching clients to the New BAS Experience - Full BAS.
I run the Activity Statement and export it so I can check the "Transactions by Tax Rate" and make changes.
I have noticed that when I click back on the "Summary" tab, the report does not automatically update (it does under previous BAS experience) and there is also no "Update" or "Refresh" button.
The only way to get the report to update is to hit the refresh on the web browser.
This is another case of removing functionality.
Please make the report auto update, like it…3 votes -
Ability to remove/block Manual button on EFT details of tax return
Ability to remove/block MANUAL button on EFT details at cover page of tax return.
This way accountants can not manually change bank details, bank details are therefore only taken from CLIENT details or the AGENT bank account.1 vote -
AU Tax - Create a Tax Form from Returns Tab
It would be timesaving to be able to Create a Tax Form (all types) directly within the Returns tab and link to an Existing Client and Job.
What would be even better would be to be able to add a Job on the fly during the process if not already established.
5 votes -
Xero Tax - Reporting name vs Account name
Currently Xero pulls data from the connected ledger into Xero tax – it’s great! But its pulls the account name, when we’re often only changing the reporting name so as not to mess with a clients system.
Would be beneficial if Xero tax pulled the reporting name rather than the account name through for linked accounts. Would make things more consistent between financials & tax return.5 votes -
NZ Tax Letters - Notification when Tax Letter email fails to send
Currently if a tax letter email fails to send, for whatever reason, there is no email notification it failed to send. The system really needs to be enhanced so the person who sent the tax letter from XPM gets an email notification that the tax letter failed to send to that email address. Currently it is just blind faith that all letters are sent which is clearly not good.
22 votesOur team is looking into this idea, however, they don't have any dates planned on when they’ll develop a notification to let you know whether a tax letter has failed to send. We understand that this feature is important so that you can be certain your clients have received their tax payment reminder letters.
We are monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status, and if there's any movement, we'll make sure to come back and update you here.
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NZ Tax: Ability to identify payment plan with IR in XPM
Would be great to have the ability in XPM tax to identify if the client has a payment arrangement with IR. If there is somewhere in tax we can enter this information and this gets flagged when approving the tax payment letter, not to send the letter if the tax year is under arrangement.
1 vote -
Xero Tax - Export/import full general ledger from clients software
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 journal2 votes -
substantiation
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 -
Personal Tax (UK) | Ability to change default on tax returns for collecting tax via PAYE to 'no'
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 -
AU Tax - Option to delete tax agent logo
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 votesThanks 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.
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AU Tax - Agent nomination from Xero
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 -
Xero Tax - Report to show Amended Returns / Activity Statements
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 -
Xero Tax (UK) - Make available to businesses, not only to Partners
Ability to have Xero Tax for businesses, not only for Partners
120 votesHi 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.
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AU Tax - Retrieve Post Billpay & PRN from ATO
See CX0014786193 and
CX00141959901/ 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 -
NZ Tax - Tax Payment letter notes to show in Tax Statement
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 -
Xero Tax(AU) - Tab for Returned
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 -
VAT - Automatically calculate returns when switching VAT scheme
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 -
Tax filing
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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