319 results found
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Xero Sign - Reviewer vs Signer
We have a numerous comments and feedback from clients and staff, that it would be great to have an option to include a reviewer of the documents even though their signature is not required. It would be nice to be able to share this information to group entities where the information is required by other individuals/entities within the group.
1 vote -
AU Tax - ATO warning for Crypto Currency and CGT disposals when validating returns
we can now do a prefilling of a return very easily, however, we still need to go into the ATO website to download the full prefilling report (approximate 2 -3 minutes) to find any ATO warnings such a Crypto currency transactions or Capital Gain Disposals for shares....or even worse the client has a warning about excessive prior year deductions claimed. If this was to come across when Xero did the download ATO prefilling and come up on the Xero warning when you validate the returns ...this would save time and potential missing of these warnings
5 votes -
AU Tax | Fringe Benefit tax - Comparisons
Comparison year for FBT return.
14 votes -
Xero Search - Ability to search clients from Xero Tax(AU)
And before someone tries to tell me XPM is a premium product and that's why it has additional functions like search 🥴 search is not a premium feature. We just want to be able to search for a client without changing from Returns to Clients page.
1 vote -
Xero Tax (UK) | Company Tax Return - option to change approval date
Please could we have the option to change the Corporation Tax Return approval date in the same way that the Accounts Approval date can be changed to reflect the actual date the client signed the accounts and tax return.
Or better still, we could just have one are to change the approval date and it would update both the accounts and corporation tax return
We have been embracing Xero Tax for all our company accounts and tax returns this year, to really identify what still needs to be addressed and provide that feedback before we abandon our existing software.
5 votes -
AU Tax - Automatically tick yes on ETF pre-fills with CGT
I refer to CX0012896524
1/ when a prefill has an ETF, and said ETF has a CGT component (18H) can xero just auto answer YES in the cgt worksheet bit? As oppose to the user (us) having to go through each etf, select YES2/ There is a bug
I get this error
Total current year capital gains is incorrect ( CMN.ATO.IITR.730456 )
Total current year capital gains must be greater than or equal to the sum of all current year capital gains from managed funds reported for the individual in the attached Income Details scheduleThis error seems to…
6 votes -
Xero Tax (UK) | CT600 - Amend with HMRC with NO accounts to be attached
With the UK corporation tax submission, we should have an option to choose to include accounts with amended CT600 or not?
4 votes -
AU Tax - Add Item D12 Personal Superannuation Contributions as a custom field when building tax reports
We'd like to create a custom tax report which identifies individual client who have claimed a deduction at Item D12 so we can double check we have the notice of intent to claim on file.
13 votes -
Singapore Tax - GST F5 for foreign currency ledger
Singapore Tax - Create a GST F5 for foreign currency ledger. It is now a pain to do GST reporting for a USD reporting company.
12 votesHi everyone, we’d like to confirm that GST F5 for foreign currency ledger is not something we have plans to develop at this time. We’re still interested to get a clearer understanding of users that’d like to see this developed for Singapore tax, and will continue to track this through the conversation here.
In the meantime, for those who aren’t already aware, in a Singapore organisation users can access the GST Audit report which shows the base currency, FX value and Singapore dollar value information you’ll need to meet IRAS requirements.
As the GST Audit report doesn’t show the gains and losses needed for IRAS reporting, you can use the Foreign Currency Gains and Losses report to see this information.
If there’s any change we will let you know on the thread here 😊
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Xero Tax (UK) | Statements for Community Benefit Society Company
To make unaudited financial statements for Community Benefit Society Companies. Although Ltd, it has a unique company registration number, the accounts are submitted via the mutual register. The reporting format is slightly different. It includes, Management Committee Report, Independent Accountant Report and Notes to Financial Statements.
2 votes -
Xero Tax (UK) | Audit Report Inclusion
We have a number of sets of accounts that have been prepared under FRS102 1A but do still require an audit in the UK as the group as a whole exceeds more than 2 of the thresholds. There is currently no way to simply toggle on an auditors report, with additional free type text fields to file these via Xero Tax, which would be nice to be able to do and save us requiring another piece of software altogether for these clients.
6 votes -
AU Tax - Set up prefill for Contact name in Tax Returns
Prefill contact name of partner or manager to the Tax return cover page.
Purpose: To help with changeover of managers of clients and when there is staff turnover or promotions of staff.
As currently goes it rolls over from the prior year return and a change in staff or manager require it to be changed manually. Having the contact name prefill from the client details page when the update of a new manager is allocated to the client. This can be set to be either the partner or manager through a check box stating which name to prefill.
Also even…
14 votes -
NZ Tax - Ability to copy rental schedule to new tax return
Ability to copy a rental schedule to another tax return for a property shared 50/50 with the asset workpaper. Also ability to copy asset schedule to another rental schedule within the tax return.
10 votes -
AU Tax: Activity Statement - Ability to clear failed statements
Failed Activity Statements appear to be unable to be cleared so continue to sit as an action item.
Need to have mechanism to clear as lodged rather than having continue to sit as an item needing action forever.
6 votes -
Xero Sign: Option to save completed returns to google drive
Integration with google drive to have signed returns saved to Google Drive and not just Dropbox
3 votes -
Xero Tax(AU) | Reporting - Client Tax return month and status criteria
Dear Support, it would be very handy to have a report so that we can ascertain the status of a clients AS. I know that there is the visual on the status bar. But if you do not have the AS an automated process, for workflow purposes, it would be good to know that is a client is scheduled to has an AS completed, that in fact, this has been completed in the workflow. Additionally for tax returns, a report that reads the status of the return, either commence in progress, not started etc. The ato reports only gives a…
3 votes -
AU Tax - Running balance available in Xero Tax to check amt payable
It would be great to be able to see the balance owing once the BAS is submitted....have a client in credit and had to log on to my OSFA portal to check the running balance to let them know whether they had to make a payment yet. Would be great to get this data into Xero tax somehow. Anything that avoids us having to use the ATO portal is a great move
13 votes -
NZ Tax | Trust IR6 Return - Add Appointors
For the NZ tax returns can you add the Appointers to the Import function a bit like the beneficiaries, this is required to be reported to the IRD each year going forward.
4 votes -
AU Tax - Import dividend and shareholder details
For PSAR, you can import an empdupe file to populate everyone's PSAR information (address, tfn, dob, name, etc.)
We want a similar function using csv import for company tax return when importing the shareholder details whom received dividends from the company in question. It was painful to manually enter 27 shareholder details and their divdiend payment through your company tax return schedule.
7 votes -
Personal Tax (UK) | Xero Payroll Integration
When completing employment earnings and benefits from Xero Payroll into Xero Tax, it would be really useful to have the two linked. This reduces repetitive tasks and reduces input error.
8 votesHi Michelle - thank you for raising. We can definitely see how this would help. I've checked with our Product team and this is something that is not currently on our immediate roadmap. However, we will continue to monitor this. In the meantime, we are in the process of adding integration with HMRC to pull employment data for all individuals.
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