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  1. AUTOMATIC SUBMISSION OF A RETURN WITH THE "DEFERRAL" DATE ALLOCATED

    It is a critical feature on a system we transition from to XERO tax, to be able to allocate to a finalized return a deferred date for the submission. On such and such date, all returns with that date and tag then come up, and with a touch of a single button all go to the ATO at the same time. The deferral function is critical where the client's return has a large tax bill, for example, and the client has other ways of utilizing the funds and keeping them…

    6 votes

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  2. Delete or archive draft Partnership returns in Xero Tax UK - if a draft is created in error it just stays on the dashboard, eventually showing as overdue and clogging up the dashboard's useful information. If full deletion is not an option, for audit purposes, then I'd like to at least be able to archive it and remove it from my dashboard view.

    1 vote

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  3. When a tax return is created from a job you need to manually link this to the job once the tax obligation is created. It would be good if this automatically linked to the job like AU and NZ

    1 vote

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  4. We 'import from xero' the data to preopolute the tax return. However, the P&L and Balance Sheet items appear in the tax return as a worksheet when printed. It would be great if this was excluded, but retained the other worksheets.

    2 votes

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  5. Some clients want to review their tax return on a PDF format hence it would be helpful if there's an option to put a "draft" water mark

    33 votes

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  6. FBT Returns - I have been informed by Xero Support that FBT Returns can only be created for the following structure types:

    Individual
    Company
    Trust
    Partnership
    Self Managed Superannuation Fund

    Noting that individuals, partnerships and SMSF do not require FBT Returns it seems more prudent to make them available for the club and society structures who actually my have FBT to lodge.

    1 vote

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  7. When drafting AIM reports in XPM, it would be helpful if you could hover over the box number and it lists the accounts that are being mapped there as opposed to changing report codes in blue Xero and continually having to update the AIM report to see if accounts are mapping correctly.

    1 vote

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  8. Please can the corporation tax computation include a calculation of the marginal relief.

    This would need to include the amount of associated companies and the calculation of the marginal relief amount rather than just showing the total of marginal relief.

    8 votes

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  9. Ability to add multiple email addresses for tax payment letters.
    This would be great if looked into very soon.
    We have been manually entering additional email addresses which is a bit of a worry if a character is misspelt.
    When copy and paste is used the changes get made to all clients and is a real disaster.

    14 votes

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  10. Would love to see Xero Tax to prefill STP data (W1 and W2) into BAS/IAS.

    10 votes

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  11. It would be useful to be able to file historic tax returns prior to the dates shown in Xero. I have a client who submitted his own accounts but has never submitted his own tax returns so we need to file 4 returns for him but we are only able to go back 2 years.

    5 votes

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    Hi Natalia, just to make sure I'm sharing this back with the right team internally. Where abouts is your client based. Our Tax products for each region are developed separately for their own needs and regulations so this information will make sure I get it back to the right team to consider.

  12. Where the individual client title has been changed to "Executor for" or "Representative for" the declarations should also be updated with this information. Currently the declarations still just use the individual name, who may be deceased or unable to sign on their own behalf.

    4 votes

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  13. see CX0014868568

    can we modify the password settings?
    we prefer dd/mm/yyyy

    or allow us to modify the password in whatever way we see fit.

    the current method of dd-Mmm-yyyy with the first letter of the month being capitalise gets cumbersome for clients

    1 vote

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    Thanks for sharing your idea in the forums here, Christopher. There aren't any plans around this right now, but we'll gain a sense of the interest for being able to edit the password for OoA's from your idea here, and share if there's any news.

  14. individual tax return shouldn't validate if tax claim code A used in Medicare section but a spouse is reported , or should at least be a warning ...?

    2 votes

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  15. We would like to see more custom report options that reflect the returns so we can interrogate and pull information out of Xero tax in relation to clients

    In particular, get a list of every client that has a number in the Tax Return Labels – Interest Expense or Interest Expense overseas or Royalty Expenses Overseas - See attach screenshots

    3 votes

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  16. In Xero Tax, you can enter "Any other payments or credits on account" to show what a client has already paid towards their tax bill. But you can't enter a negative figure (i.e. a refund already received for a return that is being amended) and there is nowhere to add in any outstanding tax from a previous return etc so that the payments report factors this in.

    It would be good to be able to have some additional boxes to show these please.

    1 vote

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  17. It will be great if Xero has its own separated spreadsheet to keep the record or, ideally, import into the CTR's franking account.

    Currently we have to use third party software to keep track of the franking account, and I have seen some of the tools can import from ATO Portal too via csv / pdf.

    7 votes

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  18. Within the report code descriptions, identifying which IR10 Key Point for NZ tax the report code will feed through to.

    E.g.
    Non-deductible entertainment will go to "Box/Key Point 24 - Other Expenses" and "Box 28 Tax Adjustments"

    This will give a little bit more visibility as to where each item will end up, particularly for the balance sheet.

    If you can segregate this visibility to NZ only files as well, that would be beneficial for other countries not getting information not relevant for them.

    3 votes

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  19. It would be great to have two additional tax return status values, to more efficiently support the typical workflows of busy tax agents.

    1. Waiting on information - return cannot progress until the client provides missing info.

    2. Rejected - return has failed review and requires adjustment before it can be lodged.

    1 vote

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  20. Every year we have to manually create tax returns for each client - would be great if the client is listed as an existing client on both XPM and ATO that XPM can bulk create the tax returns for that relevant year run. This would cut down a lot of admin time.

    13 votes

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