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  1. 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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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  2. 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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  3. 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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  4. 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

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  5. 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

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  6. 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

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  7. 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

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  8. 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

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  9. 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 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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    Hi 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? 

  10. 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
    WBC

    Shares in 2021
    ANZ
    BOQ
    CBA
    WBC

    To 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.

    27 votes

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  11. 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

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  12. 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

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  13. Ability to file individual auto assessments following Request for More Information from IRD.

    26 votes

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  14. 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

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

    18 votes

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  16. to run a report that pulls the History of tax returns into it, including:
    1. Staff member who prepared the return, and date prepared.
    2. Staff member who lodged the return, and date lodged
    Currently if we run the report builder, it only can show account manager's name, it doesn't seem to have the option to show lodgment person's name.

    4 votes

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  17. 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.

    5 votes

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  18. To have the ability for the Cover Letter box ticked permanently when preparing tax return and activity statements

    13 votes

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  19. 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 votes

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    Hey 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.

  20. 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

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