310 results found
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US Tax - Create Schedule C Report with Full Cost (Total/Gross Cost Inclusive of Sales Tax) for tax return.
US Tax - Create Schedule C Report with Full Cost (Total/Gross Cost Inclusive of Sales Tax) for tax return. Currently, it will pull the amounts without the sales tax (created when you match a transaction/enter an invoice using tax on purchases amounts) into the report, which is under-reporting the amount for the Schedule C tax deductions.
The current work-around is to pull the transaction reports for each account and use the Gross amount from those reports in Excel to link back to the Schedule C report.
3 votes -
AU Tax - Remove Label 10A CTR validation error
Remove CTR validation error for label 10A when entering 0 directly into the main label which is required when using temporary full expensing under the simplified depreciation rules. Instead you are required to create a nil schedule to remove this error and report correctly which is pointless.
3 votes -
Xero Tax (UK) | Ability to choose rounding accounts
It would be really useful to be able to apply rounding adjustment (similar to those on the SOCE) for items in the accounts, but done on the face of the accounts. For example a use of home allowance will be a journaled amount each year, usually the same year on year. On a large number of accounts that i have produced recently this is rounded up one year and then rounded down the next year. This makes the accounts look messy and no amount of journaling the figures on the trial balance (which wastes significant time) will get this to…
5 votes -
AU Tax - Import from Xero to Label 11, 18 and other non business schedule labels
We should be able to Import data from Xero Ledger to Xero tax to Label 11 and 18 and other non business schedule labels. Currenly we cannot import dividends, interest and other expenses for investment entities which do not operate a business
4 votes -
AU Tax: Notification of formation of consolidated group (CGNFT) form
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.
12 votes -
Xero Tax (UK) | Prepare Accounts for Dissolved Company
If a company is dissolved Companies House reports back that there are no year end date outstanding. But there are circumstances when you need to prepare axcounts for a dissolved company - for instance if you need to get the company re-instated. But Xero prevents you from progressing. All you would need to do is enter a year end date manually and you would be able to continue.
4 votes -
Xero Tax (UK) | Structured Buildings Allowance annual rollover
I am frustrated that this has be added as "an idea" because it is clearly basic functionality. The structured buildings allowance doesn't roll forward each year and as such for the next 33 years I will need to re add the lines from 2023 and manually calculate the bought forwards. Not cool and in fact I will be looking for alternative software.
2 votes -
Xero Tax - Column to show who owns the tax return
Would love to have the ability to add columns in the Tax Return tabs such as Partner or Manager so you can see who owns the return without having to open the return or go into the client.
2 votes -
Xero Tax - Canadian GIFI schedule for current tax year
Exporting Canadian GIFI schedule should be enabled for the current tax year. Sometimes we need to export the current period to run a tax projection in the tax software.
1 vote -
NZ Tax - Alter Date format below payment schedule
when there is interest to pay and a date to calculate to is selected the wording comes up as - Assuming the return is assessed on 30/June/2023. This format should be either 30/6/2023
or 30 June 20235 votes -
AU Tax - Restrict staff access to specific returns
We would like Xero to allow an option for certain staff members to be restricted from viewing all tax returns by default - except for specific returns on an individual basis (i.e. the returns they are working on). Firms are now using offshore providers to assist with some tax preparation and it would be best if offshore users were provided with access to only those clients/returns they are working on, rather than the entire tax database. Is this something that might be achievable in the short term?
11 votes -
Xero Tax(AU) - Print asset depreciation table for TRT
Please add the functionality in Xero Tax for the TRT to print out an asset depreciation table, like the CRT or ITR tax forms.
16 votes -
Xero Sign - Smaller Signature Bundles for smaller firms
I run a small firm and for me it is not worth subscribing to your esign bundles. I need approximately 10 signatures a year and paying £60 for 10 signatures is not a justifiable expense to me. You should offer either a smaller bundle of 10 signatures or maybe a pay by signature option.
1 vote -
Xero Tax - Remove nil tax payment notices
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.
2 votes -
Xero Sign - Send copy to self
Have the ability to send a copy of the actual message/links sent to a client to our own email when we we send something for e-signing via Xero Sign. Adobe sign has this option.
This would help us because:
1. It is a professional requirement to keep a copy of all correspondence sent to clients.
2. It also would help when they call and have a question about what to do if you could have the exact copy in front of you to step it through with them.
3. When they dispute what was written in the text part of…71 votes -
Xero Tax (UK) | Add/Remove detailed P&L to statutory accounts after they have been submitted
Once filleted accounts have been filed, there is no option to add or remove the detailed P&L to the full statutory accounts.
1 vote -
AU Tax - IF fields in Cover Letters
Would like the option to input IF fields into our tax returns like we can in Activity Statements. I have found I have so much more scope in editing my cover letters by putting in IF fields (eg IF the amount is payable, put in the line about the payment details. IF the due date is already past, replace the date with 'As soon as possible' etc)
It would be great in general to see more functionality in the cover letters - especially more merge field options, IF fields, and other extra lines depending on certain criteria within the return…3 votes -
AU Tax - Custom Cover Letter Placeholders
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.
29 votes -
Xero Tax AU - Add Compare Functionality to schedules
For the prior year comparable option in Xero - The compare functionality is only on the main forms, but can you include on schedules?? The prior year comparables only seem to appear re the Form C Disclosures, not any accompanying schedules - would love this feature to be so the comparison can be printed out
2 votes -
AU Tax - Field to view Tax return status and whether started in tax report
This is to do with Custom Reports and should be little effort for a good result.
I note that after discussions with Xero the [Tax Return AU] Not Started Returns field is only available in the Client Returns report. It would be great to have [Tax Return AU] Not Started Returns in the Tax Return report area so you could generate a report on which returns have been started, in addition to the current status of the ones that have been started (ie Draft, Complete, Lodged) at the moment we can only see if a tax return has been created…
12 votes
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