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For accountants & bookkeepers

For accountants & bookkeepers

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  1. To be able to run report which will show the Gross Taxable Income for taxpayers across the practice.
    That is, similarly to how can print report for all clients in the practice which shows the current filing status and date tax return was filed, be able to print a report for all clients in the practice which shows their Gross Taxable Income for the year.
    This functionality will be helpful especially for eg checking if a Client is entitled to the Cost of Living Payment.

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  2. It would be great if there was an 'Other' category tagging option under PPE.

    We have PPE in our ledgers that doesn't sit under any of the options currently available.

    2 votes

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  3. To have a column in the return screen that shows the detail of the tax return (e.g. estimated tax payable / refundable and / or the Taxable Income amount).

    Purpose: To make the accountant easily review the tax summary returned.

    23 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  4. Ability to have alert when action is required for a tax return

    Purpose: being able to react and action items quickly when needed. Prompted rather than manual checking.

    18 votes

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  5. To have the feature where there’s an alert in Xero HQ when a return lodge is rejected by ATO.

    Purpose: This will help Accountants can easily know which Xero org that the return was rejected by the ATO.

    24 votes

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