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  1. At the moment, we can only add one IR833 per client when doing tax returns. It would be great to have the ability to add more IR833 forms, as otherwise, if the client sells more than one property, we need to file the forms directly through the IRD, which can be time-consuming.

    11 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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  2. Hi,

    Would be great if we had the ability to stop provisional tax letters being generated for non-clients if their IRD numbers are entered into XPM. This creates a lot more work during prov tax times as the list is long and needs to be reviewed so these letters are not accidently sent.

    6 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  3. In Individual income tax returns, where an individual received a trust distribution, the trust name appears to show the Trust's TFN in the name in the trust distribution income section. It will be great if the hiding TFN feature includes the hiding of TFN in this distribution income section as well.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  4. For the first year of using Xero Tax, as the returns are new and have not been rolled over from a prior year, the contact name defaults to the Job Manager in the Xero Tax Return. There should be an option to adjust the contact default across the practice so that the Tax Agent/Practice name appears on the tax return not the job manager. There are some clients who would be upset seeing an unfamiliar name on their tax return. At present, the only way to change the contact name showing on the tax return is to manually adjust each…

    6 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  5. If preferred method of contact area could be created.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  6. This is not a simple feature request. This is a blatant fault with how Xero Tax handles asset figures.

    In this particular case we have two accounts in the book-keeping records for CIS tax, because we wish to track CIS deducted by contracted on sales and CIS deducted from subcontractors separately. Transfers are made between the accounts as appropriate when liabilities are reported for payment to HMRC.

    At the year end, we want to show this as a single balance. As the net result was an asset at the year end, we tagged both to an appropriate asset type. Instead…

    52 votes

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    9 comments  ·  Xero Tax  ·  Admin →
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    Appreciate your input here, everyone. Our team is aware of the challenges our partners are facing around the auto-reversal of negative balance. It’s on their roadmap to investigate and provide a better user experience.

    For the time being, I’ll move this idea into ‘Under review’ status. And when there's movement, we'll make sure to come back here and let you all know.

  7. Include a table showing the share capital issued.

    6 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  8. It's great that there is now the option to finalise and create a bill on a BAS...however that is not the default choice for Tax & BAS Agents so it would be nice if the big button was to FINALISE the BAS and the small button with the option to create the bill. Leave it as default in the linked to ATO BAS (lodge and create bill) but for BAS that aren't being lodged in Xero directly it's not helpful.

    7 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  9. There is a difference in functionality between D5 and D8 in the AU individual tax return form. When deductions are entered in D5, the default deductible percentage is 100%, and whatever percentage is entered here (eg 40% phone) is rolled over when the tax return rolls over to the next year.

    In D8, the default deductible percentage is 0% (inconsistent with D5, easy to miss when quickly completing a tax return, requires you to manually type '100%' every line item - why would you enter a 0% deduction?) and the manually entered percentage does not roll over to the next…

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  10. Losses carried forward have to be manually entered into XPM tax each year. It would be great if the information flowed through automatically from the tax return so that all we have to do is confirm it matches the IRD assessment. At a minimum it would be great if the losses to carry forward figure from 2023 automatically rolled forward to 2024 once it has been confirmed.

    108 votes

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    10 comments  ·  Xero Tax  ·  Admin →
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  11. jobs -- can u make all row more compact - can u make columns more compact or allow user to narrow or widen column size - can u also allow job number column select Yes/No at column selection option - can u allow job report to export to excel/pdf - there are many external application having much better jobs management features - can u take some info from there ???

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  12. Enable notes on sole trader accounts

    5 votes

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  13. Please can you include the workings (which are long and complicated) for top slicing relief on an insurance bond gain in the "schedule of data" report which I find to be very basic compared to what my previous tax software provider included. Otherwise it is fiddly and time consuming to check this manually.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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    Thanks for your feedback and sharing with us through the idea here, Zoë.

    It'll be good to get a gauge of the community support through your idea here. We don't have any plans for adding top slicing relief on an insurance bond gain atm, but we'll share if there are any changes for this made.

  14. Would it be possible to match a VAT payment or refund to a VAT return?
    This way we could easily manage the status of VAT payments?

    1 vote

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  15. Please could we develop Xero Tax to be able to recognise UK Public Listed Companies (PLCs) and have the ability to file Corporation Tax returns through Xero

    1 vote

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  16. As 'Blue Xero' supports a 'Not for Profit' organisation, it disappointing that an accompanying
    CT600 cannot be produced in Xero Tax for a charity.

    22 votes

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     ·  13 comments  ·  Xero Tax  ·  Admin →
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  17. on the cover letter just has clients name in addressee box , would be nice to include full addressee details including their address

    1 vote

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  18. ATO prefilling summary to include column displaying relevant Tax Return Label next to prefill information

    Example (Individual Tax Return - Bank Interest)
    Gross Interest $x,*** Label 10L

    Example (Managed Funds Distributions)
    Non primary production income amount $x,*** Label 13U

    Currently the ATO prefilling summary does not show the Tax Return Label which information will be prefilled into. Inclusion of Labels will make reconciliation between prefilling and Tax Return easier.

    3 votes

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  19. We have noticed an error, where, when managed fund distributions are prefilled from the ATO, a zero is put in the Item 24 - Other Income

    This causes an error for each managed fund prefill that needs to be manually fixed by going in and deleting that entry in the schedule.

    I just recently had a client with 15+ managed fund imports (owned jointly with his wife, so same issue on her side) which meant I had to waste quite a bit of time going into each schedule, only to delete the zero at the bottom.

    If you could arrange…

    66 votes

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    6 comments  ·  Xero Tax  ·  Admin →
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    Thanks for your interest and sharing with us through this idea, everyone. We appreciate how this change in the pre-fill could improve your use of Xero Tax, and this is something our teams are currently working to solve. I'll be back to share once this is complete.

  20. Can we use the Reports Codes from Xero to populate Trust Accounts Disclosures in Tax Return. Just the same way as is done for the IR10.

    10 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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