316 results found
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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 -
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 (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.
18 votes -
UK Tax - Set up alerts/notifications for tax returns
Ability to have alert when action is required for a tax return
Purpose: being able to react and action items quickly when needed. Prompted rather than manual checking.
4 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 -
Xero Tax | Return - Re-arrange/Re-sort Line Items
Would love to be able to re-arrange line items in Tax Returns as we have everything listed in alphabetical order. In HandiSoft, we could click and drag lines.
Example situation:
Shares in 2020
BOQ
CBA
WBCShares in 2021
ANZ
BOQ
CBA
WBCTo add in ANZ, we need to delete BOQ, CBA and WBC, add in ANZ and then re-add BOQ, CBA and WBC. Very time consuming if there are multiple lines to add.
28 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 -
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 -
UK Tax: Support for multiple MTD returns from one account.
We are a firm of accountants and have a number of husband and wife landlord clients who own rental property jointly.
Will one version of the software be able to split the rental figures and submit two MTD returns, or will they need their own version of the software each and have to manually halve the figures where the income is paid into one joint bank account?
It would be so much easier if the software could automatically halve the figures and submit two MTD returns.
7 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 -
AU Tax - Automatically ticked cover letter checkbox
To have the ability for the Cover Letter box ticked permanently when preparing tax return and activity statements
13 votes -
AU Tax: Colour code text to distinguish between refundable and payable amounts
Just a simple one, but it has something I've spoken to many Xero account managers over the years.
When preparing a tax return, you currently see an amount payable or amount refundable in text, and the dollar amount in bold black next to it.
I feel that it would be a simple, yet positive change, to have the dollar value display in green when there is an amount refundable, or red when there is an amount payable. The colour system ensures that there can never been any mistake when quickly glancing at the dollar amount, for instance, when doing a…
8 votes -
AU Tax - Bulk reminders to sign returns
tax return reminders to sign bulk send out reminders once exceeded the 3 reminders.
also notification if email address has a typo and doesn't deliver to the client
4 votesHey community, thanks for you interest in this idea.
Wanted to let everyone know about a change to document packs in Xero HQ 😊
Whilst not quite what this request is after, if you're a member of a UK, NZ or AU practice, you'll now be able to send out bulk reminders for document packs in Xero HQ.
As this request is specifically for bulk reminders in AU Xero Tax, I won't be closing it out. We'll leave it open to continue to collect feedback and gauge community interest.
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Xero Tax(AU) - Audit Trail for changes to a tax return
We suggest to add the option to view TAX return versions when modifications are made to the return.
We have found through our work that is an URGENT need to track changes made to returns for efficient audit and accountability.8 votes -
Xero Tax | Search - By Client ID Code
XeroTax: Showing Client ID Code on Client page and being able to search by Client CODE, TFN, ABN, Mobile.
We have many clients with the same name and we have to keep manually looking through their details to make sure they are the right client.
31 votes -
AU Tax: Pre-filling capital losses
The Pre-fill has capital losses noted in it, so it would be great if the pre-fill amount was reflected rather than relying on roll forward information. Seems to be commonly missed with new clients.
7 votes -
AU Tax | SMSF Returns - Import from BGL/Class
Allow SMSF returns to include an option for import from BGL/Class and to generate a PAYG estimate worksheet
2 votes -
Xero Tax (UK) | Option to prepare a CT600 only
It would be great to have an option to prepare a CT600 only: We prepare a number of accounts for friendly societies so don't file accounts for them, but we do need to file CT600s for them.
3 votes -
Xero Tax - Change default setting for showing/hiding TFN on post 2018 returns
Xero currently defaults to print/show TFNs on 2017 or older returns (eg Show TFN ticked). However it defaults to NOT print/show on 2018 - 2023 returns. We have been told this is something we cannot change in our settings, it would be a much safer option if we were able to control this setting, or at least have it all operating the same way.
3 votes
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