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414 results found

  1. 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

    24 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  2. 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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  3. 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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  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. Show in 'status' if signature has been requested

    4 votes

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

    2 votes

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  8. 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?

    15 votes

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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.

    20 votes

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     ·  7 comments  ·  Xero Tax  ·  Admin →
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  12. We are a firm of accountants and have a number of husband and wife landlord clients who own rental property jointly.

    Will one version of the software be able to split the rental figures and submit two MTD returns, or will they need their own version of the software each and have to manually halve the figures where the income is paid into one joint bank account?

    It would be so much easier if the software could automatically halve the figures and submit two MTD returns.

    10 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  13. 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.

    26 votes

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    5 comments  ·  Xero Tax  ·  Admin →
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  14. 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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  15. 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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  16. 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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  17. 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.

    16 votes

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

    19 votes

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     ·  5 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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  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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