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376 results found

  1. MTD for ITSA is expected to be in force for the self-employed with a gross income over £50,000 from April 2026. Will your starter or standard packages have this feature available to enable us to submit the self assessment return?

    3 votes

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  2. There should be a way in the rental property summary that can be printed for all properties owned by an individual that combines them rather than a separate page for each, so that it is easier to compare the properties to one another or even just the option to download the rental schedules as a CSV.

    1 vote

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  3. Add cc/bcc field to the OoA email when sending. Better: ability to have it pre-populated with a cc/bcc address. Allow sending to alternate email account, including a CRM.

    2 votes

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  4. PAYE Finalisation Notification to prompt in the Notification bell when it comes due or when it will be coming due

    2 votes

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  5. Would love the ability to assign practice team members to activity statements so you can see from within Xero Tax the workflow of which team members are assigned to which AS.

    1 vote

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  6. Include a table showing the share capital issued.

    2 votes

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  7. Include a table for the operating profit note with the required disclosures e.g. depreciation, directors remuneration etc.

    2 votes

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  8. Ability to show the breakdown of "Non refundable tax offsets" on individual tax estimates. Mainly Primary Production Averaging details.

    2 votes

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  9. AIA is a prestige accounting body in the UK and I couldnt find the accounting bodies list during preparing final account - it should be added

    Thanks

    1 vote

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  10. There should be an option whether to claim capital allowance partially or not to claim also in the capital allowances section

    1 vote

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  11. The ability to bulk update staff access to client tax returns in xero tax. Currently, the only way to change staff access to certain clients in the xero tax feature is to go into each client file and change it individually. A bulk update function would be more efficient and less time consuming.

    9 votes

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  12. Currently the search only looks for Recipient name.
    Would be good to have an explanatory note to that effect in the Transfers tab.

    Further, and even better would be ability to search the From names as well.

    2 votes

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  13. Auto journaling corp tax and locking the accounts after the accoounts have been filed through Xero

    4 votes

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  14. Ability to have future tax forms generated for multiple entity types and not just individuals. This will enable practitioners to prepare tax returns for entities that have substituted accounting periods much before the due dates without having to request extensions from the tax office also will give us the ability to work out the timing differences on tax profit more accurately rather than relying on spreadsheets etc.

    270 votes

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    70 comments  ·  Xero Tax  ·  Admin →
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    Hiya team, we understand the importance of being able to get ahead and create future tax forms in Xero. While work for this isn't underway just yet, we have plans to develop Company Tax Returns(CTR) for the future over the next 12 months. We know there are some in the idea here very much interested in Trust Tax Returns(TRT), however these will be further out, after CTR's.

    We'll keep you updated on any progress of this in the idea here. Thanks

  15. Automatically add firm bank details to SA100. Most client refunds go directly into our client account and have to be entered manually each time. A way to select from saved details would save time.

    1 vote

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  16. Would be great to have the ability in XPM tax to identify if the client has a payment arrangement with IR. If there is somewhere in tax we can enter this information and this gets flagged when approving the tax payment letter, not to send the letter if the tax year is under arrangement.

    3 votes

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  17. Whilst this currently auto calculates, there is no calculation in Xero to confirm the return has the correct amount. This has to be checked manually, which can leave room for errors and requires extra work by users. It would be more efficient if the system could check this.

    10 votes

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  18. if the address pulls up in a LCA that is not currently added, to have the ability to register that LCA to allow the correct tax rates? That would make it easier to know that the LCA is new and needs to be registered.

    1 vote

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  19. Have Xero automatically set the flat rate percentage to claim the 1% discount for the first year of registration. This would save time and human error is having to make a manual adjustment.

    1 vote

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  20. We have been trying to match up a self assessment refund we have received for a client but can't find the matching amount.

    Would be possible to say add an extra line onto the dashboard which shows that year's tax return amount to be paid or refunded.

    3 votes

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