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394 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. 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

    23 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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…

    31 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  11. 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.

    24 votes

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    5 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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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  14. 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.

    7 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  15. 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.

    5 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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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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    0 comments  ·  Xero Tax  ·  Admin →
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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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    0 comments  ·  Xero Tax  ·  Admin →
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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. 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}"

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  20. 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…

    13 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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