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414 results found

  1. The Cover Letter shows the Taxable income and refundable/payable amount, can it also then include spousal tax return information so we can send one cover letter for two tax returns.

    4 votes

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  2. TPAR - Ability to add more than 12 rules. Some clients like to separate out each type of subcontractor they have on the books and end up with a lot more than 12.

    4 votes

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  3. I still have lots of staff asking to see a Group Certificate, especially if they have not put their tax in for a few years. It would be great if we could generate a "dummy" group certificate for the staff member, after the end of financial year. It give them the info they want immediately and adds professionalism to our company if we can provide what they need.

    3 votes

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  4. 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.

    2 votes

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    We're grateful for your engagement in product ideas and letting us know how adding bank details to the SA100 would be useful to you.

    Being open this isn't something we have any plans around right now, however we'd like to gather interest from community through your idea here. If there are any updates we'll share with you, here.

  5. 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.

    16 votes

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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. Not a new idea however something that we should be aware of.
    The late claims button / tab on the new GST return will not show to look into transactions if the Net amount of the total late claims is Nil. This means that if a change is made from April date to March date in July period, when you look at the late claims in the June July return because the amount is netted as Nil they dont show. making it very hard to reconcile your End of Year GST back on workpapers.

    2 votes

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    Hi team, as noted in my last update - while we appreciate your feedback, we don't have any intentions of changing how this is shown within Late claims. We'll move the idea to Not planned so others coming across the idea here are aware. Thanks

  14. 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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  15. 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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  16. Include a table for the operating profit note with the required disclosures e.g. depreciation, directors remuneration etc.

    2 votes

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  17. 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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  18. 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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  19. 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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  20. Capital gains tax worksheet - where an capital assets is owned by more than one person say husband and wife 50:50. If the worksheet has been prepared for one taxpayer, have an option to have this copied/ transferred to the other taxpayer similar to rent schedule.

    For property generally there could be just one item but for shares there may be huge number of CGT events.

    318 votes

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    45 comments  ·  Xero Tax  ·  Admin →
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    Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.

    We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here

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