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For accountants & bookkeepers

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364 results found

  1. Change the order of lines entered into worksheets. Either by drag and drop to re-order or having the ability to sort alphabetically.

    5 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  2. It should be possible to manually add tax payments made by a client to IRD. This is critical for a tax accountant like myself who is not a registered tax agent and therefore is unable to link and download details from IRD. This facility would make the practice manager more appealing to a wider range of users.

    3 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  3. 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…

    14 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

  4. Need the facility for Indexation allowance on capital gains to be automatically calculated by Xero Tax

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  5. We would like to have the following additional schedules:

    • Company Tax Return - business schedule

    • Individuals - Depreciation schedule allocated against partnership income

    34 votes

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     ·  4 comments  ·  Xero Tax  ·  Admin →
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  6. Show in 'status' if signature has been requested

    4 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  7. 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.

    30 votes

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

    2 votes

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

    2 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  11. 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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  12. 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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    0 comments  ·  Xero Tax  ·  Admin →
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  13. 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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  14. Pre-populate W1 and W2 fields in the Activity Statement when using an outside payroll program. This would save time and reduce errors.

    20 votes

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     ·  7 comments  ·  Xero Tax  ·  Admin →
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  15. 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?

    14 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  16. 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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  17. 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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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  18. 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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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  19. 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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    0 comments  ·  Xero Tax  ·  Admin →
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  20. 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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