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366 results found

  1. Show in 'status' if signature has been requested

    4 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  2. Be able to label custon Xero sign templates and add additional custom templates.

    2 votes

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  3. It would be helpful if XPM could automatically select 'Split Provisional 50/50' for clients since the system already has the information from the IRD to do this. This would stop clients future provisional tax showing incorrectly on a current tax return and in tax payment reminders and would instead ensure the figures advised to pay agreed to the IRD's figures without us having to manually intervene.

    9 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  4. Use merge fields to change how a PDF is named when it is exported from Xero Tax

    2 votes

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  5. MTD for ITSA
    Xero have been a bit quiet on the issue of MTD for ITSA. What is the suggested solution for ITSA? If the Xero plan is to charge the starter plan at £14/month (plus VAT) I think you will lose a lot of the market share. MTD for ITSA needs a simple £5/month solution for sole traders with ability to use expenses app for free. The costs of £14/month plus £2.50 for expenses is going to lose a lot of our clients to competitors like FreeAgent (which is free if you have an RBS/Natwest/Mettle account). Finding it hard…

    13 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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    Thanks for your feedback, John - It'd be great to get you to join one of our demo webinars to see our MTD for ITSA product. They run every few weeks and you can sign up here.

    Alternatively, reach out to your account manager who can help set that up. If you like the look of the solution you can start testing it with clients now, by joining the beta programme.

    In terms of Xero plans, MTD for ITSA will be available on every plan. This means it'll be available on all business plans - Starter, Standard, Premium, but also all partner plans - Ledger, Cashbooks, Bureau, etc.

    Clients may also be interested in the new app Xero Go, a simple business tracking and data capture tool, which links to a Xero partner plan so you can see the data and manage ITSA filings.

    To discuss in more detail

  6. Currently Xero tax can print tax returns by withholding the TFN Numbers which is really good. However, if that same functionality can be added for the bank account details and date of birth it would be great

    22 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  7. 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…

    10 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  8. it would be great if the tax offset from superannuation income stream could be automatically calculated like how the MYOB AE Tax does. Instead of manually enter the number in the box.

    29 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  9. Show on xero tax form if you have imported the data on a cash or accruals basis. I often have no idea on initial viewing of a tax return.

    3 votes

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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  15. 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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  16. 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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  17. 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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  18. 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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  19. 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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  20. 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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     ·  3 comments  ·  Xero Tax  ·  Admin →
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