376 results found
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Xero Tax - Import and export tax returns
It will be great if Xero tax can allow users to import & export to & from (from other tax software providers, i.e. HandiTax, MYOB etc.)
5 votes -
Xero Tax (AU) - Livestock Trading on Market Value
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…
32 votes -
Tax returns - Default print order layout for all return forms
Thank you for introducing this for individual tax returns, but can you also create for all other form types?
7 votes -
NZ Tax - Working For Families transfers required option
Suggestion for development - We continually have problems with WFF transfers to associated entities. We have tried phoning IRD to put a halt on the account, then follow up with secure mail advising what transfers are required - however more often than not the halt is not implemented correctly. Would be great if Xero could implement something (even a tick box identifying transfers required) that would then trigger at IRD for them to hold funds pending transfer. Alternatively the WFF credit could be added into the tax returns, and transfers done via the return. (I have worked with other tax…
3 votes -
NZ Tax - List view of all open Client Tax Returns
I would like a tax screen similar to the jobs, where I can see clients tax return status, taxes owing and overdue returns. It would be useful to have the option to update a client's return to show as not required or Auto Assess.
3 votes -
Xero Tax (AU) | Ability to Sort the NOA column
Can you sort the NOA column in XPM/ xero tax? see below
2 votes -
Xero Tax (UK) - Reduce size of reports exported to PDF from Xero Tax
Reduce size of reports exported to PDF from Xero Tax such as personal tax returns, accounts and Corporation Tax Returns as they take considerably more space than previous software
2 votes -
Notification | Xero Tax - Email when a return goes to Error tab
AU Tax - Error notifications. When a return is rejected by the ATO and appears in the Error tab of the Returns section of Xero Tax, an email should be triggered to alert the tax agent so that the error can be rectified immediately.
109 votesTotally understand how notifications of errors can improve efficiency and handling of returns in Xero Tax (AU). Thanks for all your input and sharing on this idea, everyone.
While we have a few pieces of work underway atm, this is something our team are looking to develop. We're going to move this to Under Review and as we have more info and progress we'll return to share this with you all, here. 🙂
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AU Tax - print return with option to exclude table items from worksheets
AU Tax - print return with option to exlude table items from worksheets
Update from Xero function in Xero Tax imports all ledger items into the worksheets in the financial disclosure section which looks untidy and provides too much information when presenting to the client. A good option would be if we could summarise these items in the worksheets, which would be far more presentable.
3 votes -
Xero Tax - tax return disclaimer
Adding a disclaimer & changing the substantiation declaration on the tax returns - our old system used to have this that the client could sign which we would like to make adjustments to but we have to manually add this on to tax returns in Xero tax.
8 votes -
Xero Tax (UK) - Roll forward data to subsequent years filings
When preparing the second and subsequent years filings in xero tax for accounts and taxation, bring forward the settings, notes, tagging, engagement letter dates into the next year to save re-entering it all again
10 votes -
Personal Tax (UK) | Option for Estimated figures, as well as Provisional
Xero Tax UK. Please could you add in the option for estimated figures as well as provisional figures as they are not the same thing!
There is a distinction between estimated figures and provisional figures on a UK SA tax return. Currently, Xero UK SA Tax only has the option for provisional figures which means that you will come back and revisit the tax return.
We also need the option for estimated figures which are your best and final estimate so no intention to revisit the software. Other UK tax software has this!
1 voteThanks for raising this, Penny. We've checked the SA100 and can see that there's only a box for stating that provisional figures have been used and this is why we only included this box.
It'd be great to understand your expectations on what a separate estimates box would do and what you have experienced in the other software you reference. Is this for an internal note, a note to HMRC or does it create a note on the report to the client? Thanks
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Xero Tax - Feature to store clients' filing credentials
Is it possible to store the filing credentials for companies in Xero Tax.
3 votesHi everyone, returning to update you on progress we'll now move this to working on it 😊
We're currently doing work that'll make credentials saved for personal tax available in the app, as well as moving this tool into a shared area in Xero HQ, where you can save government gateway ids for filing with HMRC for company, personal and partnership tax.
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AU Tax - Sign status change 'Out sign' to 'Out to sign'
Hey Team
The Sign status under the 'To sign' tab can this be changed from 'Out sign' to 'Out to sign', as it more clearly defines the status of an outstanding return.1 vote -
Personal Tax (UK) | Spouse link to automatically update joint income
A link between spouses to automatically update joint income so as to avoid posting the same information on each return and reduce the time spent on each return
26 votesHey community - just popping back in to re-open this idea 😊
Our previous update confirmed this was possible for users in Australia, however the bulk of this group is based in the UK, where this feature is not available.
As such, we'll be shifting this back to 'Submitted' to continue to collect votes around this feature in a UK Tax context.
Thanks again to everyone that's shared their vote and added their commentary in the meantime!
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GST returns - Option to add six-monthly report
Could you please add the option to do GST returns Semi-Annually? in Xero Reports
you have monthly, quarterly & annually.I would like an option to do semi annually
1 vote -
Xero Tax (AU) - Ability to show the difference between original tax and amended tax returns
Show the difference between the original tax return and the amended tax return in the clients tax estimation sheet.
101 votes -
Personal Tax (UK) | Current year i.e. 23-24 Personal Tax computation.
Ability to produce a computation for the current tax year, commonly used for forecasting liabilities and dividend planning. Seems to be available as standard from other software providers.
6 votes -
Xero Tax - Display currencies in alphabetical order + update rates automatically
Please make currency codes in dropdown menu in item 20 ITR display alphabetically (what psychopath decided it was a good idea to put them in a random order?). Also, it should have built-in exchange rates based on ATO average and year end data with the ability to select a methodology (i.e. Actual, Average, or Year End).
2 votes -
Personal Tax (UK) | Tick boxes to show which sections have been completed
Have the option to have a tick box to show a section as completed, as if you have to leave a return part completed and then return to it, (which could be nearly 2 months later) as you have requested additional information, you have to go through it all again to check what you have done whereas a tick box would show which has been done and save you some time.
3 votesThank you for raising this idea, Ruth. Our Product team can definitely see the benefits of adding support for this. As you will know personal tax has some permanent schedules (Client details, Attachments etc). Would you only expect to have the completed tracking against the schedules that are added or the permanent schedules as well?
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