324 results found
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Xero Tax (UK) | Ability to switch between FRS 102 to FRS 105
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…
28 votes -
AU Tax | Email - View placeholders before sending
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 -
AU Tax - Upload supporting documentation to tax return item in ITR
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 -
AU Tax - Franking Account: Ability to reorder rows chronologically
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 -
Xero Tax(NZ) - Change Reply to email address
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.nzThis same feature is already available in Blue Xero when sending invoices
11 votes -
Xero Tax AU- Add 'Notes' feature on individual line items
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 -
AU Tax | Estimate on Company Tax Return - Move to front page
There should be the option to show the tax estimate (i.e.: calculation page) for companies on the front page of the tax return instead of being buried within the body of the report.
For a lot of clients the first page is what they are really interested in (calculation of tax payble/refundable).
Having the flexibility of being able to change page ordering within Xero Tax without having to do it manually would be helpful.
13 votes -
AU Tax - Apportioning Motor Vehicle Schedule
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.
25 votes -
NZ Tax - Show Checksum# on front screen of returns
It would be great if the checksum # showed on the front screen of tax returns. When signed returns come back from clients out tax administrator must check this number matches before marking as signed. Currently they need to print and view to check. It would be so much quicker if this number showed on the front screen of the tax return somewhere.
3 votes -
Xero Tax - Password protect returns
Can we get some some tax returns to be protected by password within Xero Tax?
3 votes -
AU Tax - Filter returns by client group
Need the ability to be able to add a filter in the Returns page to look at a client group.
Predominately will be used for bulk status updates, but I'm sure others could find more uses:
- approval of a group (sometimes approval from each individual return is not appropriate)
- "out to sign" once a pack is sent via FuseSign etc.
Would also be useful for a quick snapshot of where the group is up to instead of having to run a report or open the taxable group to see.
thanks! :)
3 votes -
UK Tax - Tax Return/Filed accounts status reporting
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…
11 votes -
Xero Tax (UK) | Ability to file amended financial statements prior to previous financial year.
It would be great to have the option to prepare amended financial statements prior to previous financial year as this option is not available now.
3 votes -
Columns
Enable an advanced setting in Xero to have customised columns Change dependant on client (e.g., GST, Credit, Debit, Date, Reference). With the rollout of new reports its frustrating when generating reports on client's P&L to have to change for every single column.
3 votesHi Mark, want to make sure we understand your idea here properly. When you say you'd like customised columns per client - Would this be like the ability to set standard columns that will be selected by default to appear on any reports you run in a clients organisation? Or something a little different you're asking here?
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UK Tax | CT600 - R&D tax repayments
R&D tax repayments
Currently with Xero Tax you can only request a credit towards the tax liability and not a cash repayment. Can Xero please amend this so that those that are amending CT submissions to claim R&D, can request to have the cash repayment rather than the reduction. it needs to be populated in CT600 box 865 (currently ).5 votes -
Xero Tax (UK) | Change the headings used in the notes to the accounts of statutory accounts.
Change the headings used in the notes to the accounts in the statutory accounts.
Trade creditors/trade payables- just use one not show both.
4 votes -
NZ Tax - Edit the name of PDF attached in tax payment letter emails
Would be cool to be able to edit the name of the PDF attachment sent with the Tax Payments emails from "PaymentLetter" to a name that is more specific to the client.
Would be particularly helpful where a client has multiple entities to pay tax for.
Possibly use XPM merge fields for the pdf file name? for example "{Client} Payment Letter due {PaymentDueDate}"
3 votes -
NZ Tax - Auto assessments
Ability to file individual auto assessments following Request for More Information from IRD.
26 votes -
Xero Tax (AU) - Ability to re-order pages before printing
Would be good if there was an option to reorder the pages in a tax return, primarily to be able to bring the tax estimate to the front page of the tax return as that tends to be the key information the client wants to see and it is buried at page 3 or 4 of the tax return when printed.
17 votes -
AU Tax: CGT - Allow pro-rata of private use days
The CGT worksheet does not allow for pro-rata of capital gain based on private use days.
18 votes
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