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312 results found

  1. AU Tax - Show Period on the Activity Statement Substantiation Declaration

    The 'Activity Statement Substantiation Declaration' page should display the period the activity statement relates to.

    7 votes
    submitted  ·  1 comment  ·  Xero Tax  ·  Admin →
    How important is this to you?

  2. Xero Tax (AU) | Tax Estimate - Deceased Estate

    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.

    16 votes
    0 comments  ·  Xero Tax  ·  Admin →
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  3. AU Tax - Option to delete tax agent logo

    Please add the option to remove the logo from the tax agent profile. Once you add it, there is no option to remove it

    3 votes
    0 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for raising as an idea here, Inna. While it's not possible to delete a tax agents logo atm you could upload a blank white picture as the logo where you'd like to remove the existing. 

    We don't have any direct plans around this atm, but we'll get a sense of the interest here and let you know if there's any progress.

  4. BAS - Update button on Activity Statement

    I have recently started switching clients to the New BAS Experience - Full BAS.
    I run the Activity Statement and export it so I can check the "Transactions by Tax Rate" and make changes.
    I have noticed that when I click back on the "Summary" tab, the report does not automatically update (it does under previous BAS experience) and there is also no "Update" or "Refresh" button.
    The only way to get the report to update is to hit the refresh on the web browser.
    This is another case of removing functionality.
    Please make the report auto update, like it…

    4 votes
    submitted  ·  0 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?

  5. Lock date - Auto lock once accepted by Companies house in Xero Tax

    Lock dates to be automatically applied once accounts are accepted by companies house on xero tax.

    3 votes
    submitted  ·  0 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?

  6. NZ Tax - Filter transfer status on Return State

    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)

    1 vote
    submitted  ·  0 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?

  7. AU Tax - Agent nomination from Xero

    Recent new requirements from the ATO mean that businesses have to nominate new BAS and tax agents via ATO Online Services for Business, before the Agent can add them on their end (on ATO Client Services for Agents). This requires the tax payer to have set up MyGovID, gone into RAM and log into ATO Online Services for Business. The majority of clients have no idea how to do any of this. It would be good, if there was a way that they could nominate the Agent from Xero instead. Perhaps the linking of the Xero file to the ATO…

    6 votes
    submitted  ·  1 comment  ·  Xero Tax  ·  Admin →
    How important is this to you?

  8. NZ Tax - Tax Payment letter notes to show in Tax Statement

    When 'ignoring' tax notices (letters) and adding a note this is only available to be viewed while the date is available in the payment tab. It would be handy to have the Tax History including the body of the note be available in the Statement tab when the amount is ignored as it is when amount changes.

    6 votes
    submitted  ·  0 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?

  9. AU Tax - Ability to print just signing pages in tax returns

    I would greatly appreciate the option to easily print or download only the pages of a tax return that requires the client's signature, without including the entire document. This feature would be particularly valuable for accountants who frequently need just the signature pages from multiple tax returns. Currently, the process of manually extracting these pages using another software is quite time-consuming.

    6 votes
    submitted  ·  2 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?

  10. Xero Tax(AU) - Separate user permissions for 'Mark as Approved' and 'Out to Sign'

    It doesn't make sense that these are part of the same privilege checkbox.
    Marking something as Approved is something that a senior person (manager/partner) is responsible for.
    Marking something as Out to Sign is something that an administration person is responsible for.
    Options are:
    Give the admin person the privilege and they can approve something they shouldn't be able to (risk to firm).
    Not give the admin the privilege and the manager has to log back into Xero Tax to mark it as out to sign after the admin person has packaged it up and sent it out (waste of…

    26 votes
    submitted  ·  1 comment  ·  Xero Tax  ·  Admin →
    How important is this to you?

  11. Xero Tax (UK) - Make available to businesses, not only to Partners

    Ability to have Xero Tax for businesses, not only for Partners

    150 votes
    85 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the continued attention this idea is receiving. While our team will continue to review this idea, Xero Tax remains a Partner only product with tools and capabilities that help Xero Partners serve their clients with ease, and we don't have immediate intentions of changing this. Again, we'd like to encourage that if you're not currently connected to a Xero Partner you can find one that can serve your advisor needs through our Advisor Directory. If there is any change planned we will update you of this, here.

    Also to note, our current position on Xero Tax does not relate to our MTD IT program and we'll be providing further information for this separately on this idea.Thanks

  12. AU Xero Tax - Auto add tax agent fee from invoice as deduction in tax return

    I think it would be great to have Xero Tax automatically populate tax agent fee from invoice raised to client in the past year as deduction in tax return

    3 votes
    submitted  ·  0 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?

  13. Xero Tax Asset Register - Written off Assets not Remaining on Register

    Hi,
    In tax returns for clients that have a business schedule in their ITR, when an asset is fully depreciated, in the following year it disappears from the tax return and depreciation schedule altogether.

    Is there a way assets can remain on the depreciation schedule? It is very handy to have a full depreciation schedule for all assets, particularly if clients sell assets in the following years.

    Thank you

    10 votes
    0 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?

  14. Xero Tax (AU) | Set Yes as the default option on capital gains worksheet

    Add default setting on managed fund capital gains distribution worksheet to "yes" so you don't have to manually edit each worksheet from the ATO prefill report.

    11 votes
    0 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?

  15. Xero Tax - Report to show Amended Returns / Activity Statements

    I believe there should be an option to run a report which shows which tax returns / activity statements have been amended and lodged as a revised version for your whole client database. Without this, there is no current way of knowing the amount of revised returns / activity statements that you have lodged which can be a problem.

    5 votes
    submitted  ·  1 comment  ·  Xero Tax  ·  Admin →
    How important is this to you?

  16. VAT - Automatically calculate returns when switching VAT scheme

    Hello,

    I would like for Xero to automatically calculate the VAT returns accurately when switching from a VAT scheme to another. Currently, we need to manually adjust the returns to avoid any duplications caused by the transition. There is room for a lot of human error when doing this and I believe this feature is extremely important.

    7 votes
    1 comment  ·  Xero Tax  ·  Admin →
    How important is this to you?

  17. Xero Tax (UK) | CiC

    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.

    12 votes
    4 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?

  18. Xero Tax (NZ) | Allocation of Provisional Tax Payments

    When a tax payment date falls on a weekend and a payment is then made on the Monday it incorrectly applies the payment to the next provisional instalment date in the Provisional Tax tab in the clients Tax Statements area. Can this be fixed?

    32 votes
    submitted  ·  1 comment  ·  Xero Tax  ·  Admin →
    How important is this to you?

  19. Xero Tax (UK) | Tax payment reminders

    I use Xero Tax to prepare all my self-assessment returns for clients and I'd like to send out a reminder this month of the POA due at the end of the month along with their UTR references. Is there any way to produce a report from Xero Tax summarising this information by client which could be exported to Excel and used as basis for a mail merge? If not, this would be really helpful and presumably, as the information is already held in Xero Tax to generate the Payment Reports this should not be very complex to develop. Thanks

    4 votes
    submitted  ·  0 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?

  20. AU Tax - Create a Tax Form from Returns Tab

    It would be timesaving to be able to Create a Tax Form (all types) directly within the Returns tab and link to an Existing Client and Job.

    What would be even better would be to be able to add a Job on the fly during the process if not already established.

    5 votes
    submitted  ·  0 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?
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