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For accountants & bookkeepers

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316 results found

  1. Currently there is the ability to click on the file preview within an accrual based VAT return and this will pull up the attachment on that transaction. This doesn't work on the cash based return unless the attachment has been attached to the payment itself rather than the bill/sales invoice entry.

    It would be helpful if the cash based return could pull the attachments from the same bill/invoice area as accrual based returns.

    4 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  2. Pre-populate W1 and W2 fields in the Activity Statement when using an outside payroll program. This would save time and reduce errors.

    19 votes

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     ·  7 comments  ·  Xero Tax  ·  Admin →
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  3. 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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  4. 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.)

    15 votes

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  5. 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?

    13 votes

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  6. Needed: an option button in Xero Tax which switches the Accounts between FRS 102 and FRS 105.

    The majority of our Clients only require FRS105 Accounts to be submitted to Companies House but they all ask for FRS 102 Accounts to provide to their Bank or for applying for mortgages etc.

    We also want them to sign FRS102 Accounts since they have much more disclosure and if Clients simply see the FRS105 version of Accounts, they question the fee we charge them for such a small output (not realising the amount of work behind preparing them).

    TaxCalc (which we came…

    29 votes

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  7. Previously it will show the Net GST amount without finalised or filed. However, now it require to do it in order to display. Would suggest to always display the amount for our summary, instead click into detail page.

    2 votes

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  8. 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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  9. 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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  10. A placeholder for the applicable tax return year that can be inserted into the NOA email template would make it easy for clients to know which year the email relates to.

    1 vote

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  11. The Ability to Apportion the "Motor Vehicle Schedule" to different item labels in the tax return. It would be really handy if we have that option.

    26 votes

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  12. When preparing a cover email for documents being sent for signature, it would be great to be able to view the placeholders before sending the document, to check it reads correctly for the scenario.

    1 vote

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  13. Just wondering if there is anything in the pipeline at all where you could potentially upload support documents, receipts, invoices etc behind the tax return item item while in the ITR. Would be a very handy function for individual tax returns.

    4 votes

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  14. When entering in the Franking Account in a tax return, you should be able to reorder the rows if you enter a date that is not in chronological order. Or alternatively, the system should be smart enough to re-order the rows based on date.

    44 votes

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  15. Change reply to email address:
    Any user can send tax letters, but the reply to email address can be set as one specific email (much like in blue xero)

    For example:
    staff1@accountingfirm.co.nz sends provisional tax reminders to clients, but when clients receive the tax reminder email, the reply to address is admin@accountingfirm.co.nz

    This same feature is already available in Blue Xero when sending invoices

    11 votes

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  16. Please can we have a simple Tax Return Status report that we can run by tax year (or other appropriate filters) that shows all the relevant fields that I can see on personal tax return screen.

    This way we would be able to run a report for a particular tax year and see who we still have to do by way of a control check. This would also be useful on the company tax and accounts side

    I would also like to see a date finalised on there so we can review and plan for the next tax season

    I…

    12 votes

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  17. Xero Tax currently allows adding notes only on the cover page (character limit of 140) and on D1 (motor vehicle expense).

    It would be great if we could add explanatory notes (and simple calculations) on each of the line items if need be. I moved from Sage Handisoft to Xero and can't comprehend why such a useful and simple feature is not there in Xero. It would reduce the burden of creating additional workpapers for simple returns and will be handy even for the complex ones.

    2 votes

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  18. Day time contact number in individual tax return.

    Individual tax return cover page has two options
    Mobile number and day time contact number
    day time contact number is by default picked up from practice management setting which is practitioner number.
    there is no a way to change this day time number to client contact number automatically.

    6 votes

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  19. Ability to add a default accountant's signature in the accountants' report. This would mean that the we do not have to sign each and every report before sending to client to approve and sign the balance sheet.

    4 votes

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  20. The CGT worksheet does not allow for pro-rata of capital gain based on private use days.

    21 votes

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