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310 results found

  1. I would like to see GST and PST in separate accounts not lumped into one account.

    14 votes

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     ·  6 comments  ·  Xero Tax  ·  Admin →
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  2. Allow a practice-wide setting to default postal address to client's postal address/main address, rather than agent address. Same applies to phone number and e-mail address.

    I'll admit I'm brand new to Xero Tax, but the returns I have created so far default to Agent Postal Address, whereas all of my returns always use client postal address. Instead of having to toggle/switch this for every return (and in due course no doubt missing one at some point), it would be great to have a practice wide setting. "On Tax Return forms, postal address should default to [client address]/[agent address]".

    Similarly, my…

    73 votes

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     ·  14 comments  ·  Xero Tax  ·  Admin →
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  3. For the prior year comparable option in Xero - The compare functionality is only on the main forms, but can you include on schedules?? The prior year comparables only seem to appear re the Form C Disclosures, not any accompanying schedules - would love this feature to be so the comparison can be printed out

    2 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  4. when there is interest to pay and a date to calculate to is selected the wording comes up as - Assuming the return is assessed on 30/June/2023. This format should be either 30/6/2023
    or 30 June 2023

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  5. Have the ability to send a copy of the actual message/links sent to a client to our own email when we we send something for e-signing via Xero Sign. Adobe sign has this option.
    This would help us because:
    1. It is a professional requirement to keep a copy of all correspondence sent to clients.
    2. It also would help when they call and have a question about what to do if you could have the exact copy in front of you to step it through with them.
    3. When they dispute what was written in the text part of…

    67 votes

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     ·  5 comments  ·  Xero Tax  ·  Admin →
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  6. Mapping - Xero Tax (AU) - Ability to map accounts to more than one field on the tax return.
    ie Wages are included at P8 as a business expense but also needs to be reported at P15.
    It needs to be manually entered at P15, this should be automatically mapped.

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  7. To be able to delete a client from Xero tax. I have one I used as trial data and it is frustrating that it is still sitting in the list.

    4 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  8. Currently when you open a tax return on an iPhone the formatting is lost and it’s very difficult to edit a return.

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  9. 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?

    7 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  10. Would love to have the ability to add columns in the Tax Return tabs such as Partner or Manager so you can see who owns the return without having to open the return or go into the client.

    1 vote

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  11. The tax return view/list can be significantly improved through:
    - the All tax return tab - ability to update the status from here. Currently, when we go to Lodge, we have to find the return in the All tab to determine what status it is at, then go to that specific status tab, find the return again, and update the status - this is really cumbersome, particularly when we are lodging numerous returns that are all set at different statuses.
    - the ability to see more fields/columns for each tax return to reduce the risk of lodging the incorrect return.…

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  12. For Tax return cover letters to have the ability to use the merge field 'Tax Form Due date' from the client record screen. Currently this placeholder is not available to Tax Return Cover Letters.

    24 votes

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     ·  6 comments  ·  Xero Tax  ·  Admin →
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  13. When I use Xero tax it pre-populates the tax agent number overriding the previous entry in the previous year. We want this to be the client phone number due to we want the ATO to contact them.

    Every tax return it is taking manual labour to change the phone number from the pre-populated phone number.

    We'd like the option to pre-populate the client phone number like other client information.

    We'd prefer to not have to delete any details to replace the phone number and this was resulting in tax return error.

    29 votes

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     ·  4 comments  ·  Xero Tax  ·  Admin →
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  14. The ability to copy and use the prior year's ITR template to enable early lodgments for substituted accounting period. e.g. trusts with 31 December balance dates which are due for lodgement on 30 April, but template isn't ready until 1 July.

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  15. It would be really useful to be able to apply rounding adjustment (similar to those on the SOCE) for items in the accounts, but done on the face of the accounts. For example a use of home allowance will be a journaled amount each year, usually the same year on year. On a large number of accounts that i have produced recently this is rounded up one year and then rounded down the next year. This makes the accounts look messy and no amount of journaling the figures on the trial balance (which wastes significant time) will get this to…

    2 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  16. Outside organisations are requesting copies of Tax returns and we don't want to show Client's bank account details and date of birth on the Lodged Tax Returns when sending via Xero electronically.

    Clients of ours firm are concerned with identity theft. If this could be implemented it would be a great feature.

    This affects Xero Tax and Xero Practice Manager.

    19 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  17. Foreign Rental Schedules - set up the same as AU rentals where you can link spouses for the information to pull through so you don't have to re enter everything

    5 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  18. I have moved to Xero Tax from Reckon Elite, but just realised that Xero Tax does not have a Notification of formation of consolidated group schedule.

    As a tax agent, it is crucial to have this schedule to update client's consolidation status, including updating joining/leaving subsidiaries.

    It would be great if this can be added as quickly as possible.

    6 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  19. It should be possible to manually add tax payments made by a client to IRD. This is critical for a tax accountant like myself who is not a registered tax agent and therefore is unable to link and download details from IRD. This facility would make the practice manager more appealing to a wider range of users.

    3 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  20. Ability to complete the 'NRIDRAR - PAYG withholding from interest, dividend and royalty payments paid to non-residents – annual report' direct from Xero

    Complete in a similar manner as to how 'Taxable Payments Annual Report' is completed

    12 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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