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310 results found

  1. Be able to label custon Xero sign templates and add additional custom templates.

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  2. Use merge fields to change how a PDF is named when it is exported from Xero Tax

    2 votes

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  3. Show on xero tax form if you have imported the data on a cash or accruals basis. I often have no idea on initial viewing of a tax return.

    3 votes

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  4. It would be great if XPM tax would remove these payment notices for clients where we are no longer filing tax returns for them. Currently they are created as nil payment notices and clutter up an already very busy tax payment system.

    1 vote

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  5. Ability to change order of expenses in the detailed P&L of statutory accounts.

    5 votes

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  6. Currently when you open a tax return on an iPhone the formatting is lost and it’s very difficult to edit a return.

    2 votes

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  7. To be able to delete a client from Xero tax. I have one I used as trial data and it is frustrating that it is still sitting in the list.

    3 votes

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  8. We should be able to import tax depreciation calculated in blue Xero into Xero Tax.

    12 votes

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    3 comments  ·  Xero Tax  ·  Admin →
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  9. When preparing the statutory accounts in Xero Tax it would be great to have the feature to create your own "freeform note". For example, I need to add a secured debts note to the accounts however Xero does not currently provide this note amongst the list, therefore I need a freeform note where I can determine the heading and body of the note to feature in the notes to the financial statements. Currently the workaround is to declare the secured debts note as a line with the creditors which makes the presentation of the accounts weak.

    15 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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    Hi team, reviewing this idea our team are exploring the possibility of adding the ability to add a number of Freeform Notes in some of the Financial statements for FRS102 1a as part of our plans to improve the Notes & Disclosures and offer greater flexibility. We'll round back to share once we have confirmation for you all. 🙂

  10. The current livestock schedule in trust tax return (and probably others) is insufficient.

    We calculate livestock on Market Value in the Financials and inset these figures into the Tax Return, then use the Reconciliation area to bring it back to Average Cost.

    This worked perfectly fine in MYOB Tax, as we could overwrite the average cost calculation in the livestock trading schedule. However in Xero Tax we can't overwrite the closing stock value.

    The best I've been able to figure is to eschew the livestock trading schedule altogether, inserting the sale under Other Business Income and manually filling out the…

    10 votes

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  11. Mapping - Xero Tax (AU) - Ability to map accounts to more than one field on the tax return.
    ie Wages are included at P8 as a business expense but also needs to be reported at P15.
    It needs to be manually entered at P15, this should be automatically mapped.

    1 vote

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  12. It should be possible to manually add tax payments made by a client to IRD. This is critical for a tax accountant like myself who is not a registered tax agent and therefore is unable to link and download details from IRD. This facility would make the practice manager more appealing to a wider range of users.

    2 votes

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  13. For Tax return cover letters to have the ability to use the merge field 'Tax Form Due date' from the client record screen. Currently this placeholder is not available to Tax Return Cover Letters.

    18 votes

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     ·  5 comments  ·  Xero Tax  ·  Admin →
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  14. Ability to complete the 'NRIDRAR - PAYG withholding from interest, dividend and royalty payments paid to non-residents – annual report' direct from Xero

    Complete in a similar manner as to how 'Taxable Payments Annual Report' is completed

    9 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  15. Being able to style pdf versions of Taxation Returns like you can with Financial Statements in Xero (i.e., custom watermarks, print with/without branding etc.)

    14 votes

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  16. I was tagging my balance sheet and my VAT balance in the current year is a creditor but the balance last year was a debtor balance. Is there a way to tag them seperately so my debtors and creditors balances in the current and prior year are correct?

    1 vote

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  17. We would like to have the following additional schedules:

    • Company Tax Return - business schedule

    • Individuals - Depreciation schedule allocated against partnership income

    27 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  18. I have moved to Xero Tax from Reckon Elite, but just realised that Xero Tax does not have a Notification of formation of consolidated group schedule.

    As a tax agent, it is crucial to have this schedule to update client's consolidation status, including updating joining/leaving subsidiaries.

    It would be great if this can be added as quickly as possible.

    5 votes

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  19. I have noticed that Xero rounds the HELP repayment to the nearest dollar when estimating the tax outcome for individual tax returns however the ATO does not round the HELP repayment when issuing the notice of assessment.

    Can Xero update the HELP repayment calculation to include cents instead of rounding to the nearest dollar?

    12 votes

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  20. The Beneficiary Details schedule of the return will need to be updated - In the title section there should be a 'King's Counsel' option instead of 'Queen's Counsel'.

    1 vote

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