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304 results found

  1. 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.

    3 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  2. NZ Tax - PAYE - Tax and Filings report. Amount payable screen does not record the IRD number. Have to download the pdf to get the IRD number. Been waiting for this amendment for years.

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  3. Please add the ability for Xero Tax to directly upload a list of data (Excel or CSV) for;
    1. List of Assets for capital allowances where the business does not use Fixed Assets Module
    2. List of participators loans
    3. List of projects for R&D

    8 votes

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     ·  4 comments  ·  Xero Tax  ·  Admin →
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  4. Once the Statutory accounts are generated more customisation options would be very helpful. The ability to add or group headings in the P&L and balance sheet would be great. Currently there is no option to show pre-tax profits in the P&L or to show more detail within certain grouped headings in the balance sheet.

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  5. As a UK accountancy practice based in in Northern Ireland, it would be great if our Regulatory Body, Chartered Accountants Ireland was available for us to choose as an out of the box Accountants Report. This would then allow us to use this for Company Accounts and then to use the 'default report' option for Sole Traders, who require a different type of Accountants Report.

    20 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  6. Import VAT on goods and services received. We require a 100% VAT adjustment, tax rate. Where 100% of the subtotal goes into tax; and 0% goes into the cost. At the moment when allocating 100% VAT it adds the subtotal + 100% VAT = doubling the amount. The alternative is to use multiple lines to off set the subtotal and take 100% of the VAT. Other accounting software has the ability to do a 100% VAT adjustment on one cost line, eliminating the need for the multiple lines and offset.

    2 votes

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  7. When can we expect a template for the Annual Report and Financial statements for UK Charitable Company subject to UK Audit?

    2 votes

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  8. In the U.S. Xero is one of the top accounting software companies. Its biggest competitor Quickbooks has several Intuit tax software products that integrate with each other. I would like to Xero launch Xero Tax in the near future as Intuit products aren’t as innovative, robust and user friendly. Glad to see this is available in other markets but would love to see it roll out here in the states

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  9. 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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  10. Include a table for the operating profit note with the required disclosures e.g. depreciation, directors remuneration etc.

    2 votes

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  11. In Xero Tax when we save the completed tax return for the client as PDF for email, is there an option to hide other sensitive information in addition to the TFN, such as date of birth, address and bank details.

    65 votes

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     ·  12 comments  ·  Xero Tax  ·  Admin →
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  12. 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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  13. 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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  14. Currently there is no option to create a worksheet behind the trust distribution income at 6E, when completing company tax returns with a trust distribution income (eg from investments). You need to enter the gross distribution at 6E and record attached franking credits separately in the calculation statement at 'Refundable tax offsets'. It creates confusion for some of the junior staff as they can easily put this amount at 7J as franking credits which isn't correct.

    6 votes

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

    4 votes

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  16. Xero gave us a tax estimate for deceased estates (but only within the first three years...), and on my very first trial of this new feature ran into a roadblock - I cannot find anywhere to input the PAYG Instalments paid by the deceased estate, therefore the estimate is inaccurate.

    25 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  17. In the Transfers screen, Need a filter option on the Return State column to save having to move from page to page of results to find all the Assessed ones (even after having sorted by that column)

    2 votes

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  18. Please can we have the ability to submit accounts and CT returns for CiC companies - this is the only thing that is preventing me from switching to Xero for all my submission needs.

    19 votes

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    9 comments  ·  Xero Tax  ·  Admin →
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  19. Currently Xero pulls data from the connected ledger into Xero tax – it’s great! But its pulls the account name, when we’re often only changing the reporting name so as not to mess with a clients system.
    Would be beneficial if Xero tax pulled the reporting name rather than the account name through for linked accounts. Would make things more consistent between financials & tax return.

    10 votes

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  20. See CX0014786193 and
    CX0014195990

    1/ For ACTIVITY STATEMENTS - xero already retrieves the bpay details. Can Xero retrieve the Auspost billpay details, and ATO PRN details for credit card payment too to be printed/esign emailed when generating the Activity statement?

    2/ For Income tax returns - for entities that have a payable result, can Xero retrieve the bpay, post billpay, and PRN details that can be printed/esign emailed along with the tax return?

    3/ and for ITR, can Xero retrieve the bpay, post billpay, and PRN details so that it can be sent along with the OoA email/print out?

    5 votes

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