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  1. Losses carried forward have to be manually entered each year. It would be great if the information flowed through automatically from the prior year tax return. This will help to reduce risks that someone may accidently omit or incorrectly enter losses.

    131 votes

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     ·  12 comments  ·  Xero Tax  ·  Admin →
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  2. Xero Tax(AU) | Worksheet to calulate number of days not liable for M2 (Medicare levy surcharge)

    When some client has more than 1 health insurance policy and the period of the same are diffrent and sometime overlapping we need the work out this manually which can sometime be wrongly caluclated and can impact the tax estimates.

    Xero should have a worksheet where we can enter policy details along with perioid of coverage to that it can calculae the days acurately. Similar feature is avaialble in MYOB AO and comes in very handy.

    95 votes

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     ·  6 comments  ·  Xero Tax  ·  Admin →
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  3. NZ Tax Audit Check of Overseas Income Jurisdiction Codes needs corrected to identify invalid country code UK and bring up a red error message. The correct code for the United Kingdom is GB not UK, the audit check should pick this up at the audit check stage which it currently does not. Thus when we go to file the return the return goes in to error as the jurisdiction code is invalid.

    57 votes

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     ·  10 comments  ·  Xero Tax  ·  Admin →
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  4. When Settlor relationship exists for a client, this needs to flow through automatically to the IR6 in the same way that Beneficiary relationships do.

    27 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  5. Please reinstate the ability to edit email addresses under the bulk email function under Tax > Payments. Depending on the type of tax notice, we have to send a tax notice to a staff member and copy in an additional person. It will not allow us to enter in a second email address under the client profile. This is very time consuming if we have to send it out twice and inefficient.

    7 votes

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     ·  4 comments  ·  Xero Tax  ·  Admin →
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  6. Make a schedule for allocating partner income and tax credits allocations with a total giving the ability to allocate income on the one page. Currently you have to go into each partner schedule. There is not always an even split of income and with many partner entities it is very time consuming.

    28 votes

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  7. Would be great to have the ability in XPM tax to identify if the client has a payment arrangement with IR. If there is somewhere in tax we can enter this information and this gets flagged when approving the tax payment letter, not to send the letter if the tax year is under arrangement.

    29 votes

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  8. Please add the functionality to set a cessation of trade date for a company in liquidation or in the insolvency process to allow for accounts and corporation tax returns to be produced from the last year end to the date of cessation of trade/insolvency.

    This will enable Accountants to produce these closing accounts and CT returns from HMRC and so offer a one stop shop and earn more revenue.

    34 votes

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     ·  6 comments  ·  Xero Tax  ·  Admin →
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  9. The current 'To Sign' list is a combination of tax returns that might be out for signature with the client, or ready for the tax agent to sign. At the moment there is no way for our tax agents to tell which tax returns are ready for them to sign.

    96 votes

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     ·  15 comments  ·  Xero Tax  ·  Admin →
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  10. PLS Report (EFT Reconciliation Report): Currently it merges first two fields of client name and surname and if that could be fixed with ability to export in .csv / excel please. It would be great if it PLS report could be exported in TrustEasy format to manage fee from refund (attached).

    10 votes

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     ·  5 comments  ·  Xero Tax  ·  Admin →
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  11. Currently when producing and filing (lodging) a CURNN is does not display the Financial Year it relates to. It would be very helpful to have the FY displayed so it is easily identifiable. The same as all the other Tax Returns.

    6 votes

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  12. We need a Trust Estimate to be included in Trust tax returns for ALL types of trusts. Xero recently added a trust estimate but it is for Deceased Estates Less Than 3 years only. This is not useful. This type of trust is a very small percentage of the trusts that our firm has.
    We need the estimate to be able to calculate -
    - Deceased Estates More Than 3 Years
    - Discretionary Trusts where there are Foreign Beneficiaries
    - Discretionary Trusts where there Minor Beneficiaries
    - Discretionary Trusts where there is no beneficiary presently entitled

    84 votes

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     ·  10 comments  ·  Xero Tax  ·  Admin →
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  13. I'm completing my first Trust ITR for 2024, and inputting info into the new Trust Income Schedule.

    The Non-PP income flows through to Item 8, but the Capital Gain isn't flowing through to Item 21...

    WHY do you insist on SO MUCH double entry??!?

    It's not even throwing an error, like the 'Managed Fund' schedule does in an Individual ITR??

    8 votes

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    5 comments  ·  Xero Tax  ·  Admin →
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    Appreciate the conversations here. The other idea linked in this conversation that we delivered on was for the ability for information to flow from the Trust Return(TRT) to Individual Returns(ITR) which is facilitated with the Trust Income Schedule,

    This is slightly different in that you're wanting information from the CGT worksheet to flow through to a TRT.

    Right now non ITR's will need to create a CGT worksheet after the Trust Income Schedule, we appreciate wanting to see further improvement in this space for non ITR's to create a CGT event in a worksheet. It's something we looking to implement in the future but don't have a timeframe on atm. I'll let you know here if there are any changes. Thanks

  14. It would be great and more efficient if we could add correspondence to the tax returns, rather than have to send separately via myIR.

    15 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  15. Ability to add multiple email addresses for tax payment letters.
    This would be great if looked into very soon.
    We have been manually entering additional email addresses which is a bit of a worry if a character is misspelt.
    When copy and paste is used the changes get made to all clients and is a real disaster.

    12 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  16. One of my clients found it very confusing when trying to view & sign a document within Xero sign, as she said there was not an option to view the documents before signing...

    She only saw the option to "Click to Sign" - I advised her she could click this option & would then be able to view the documents before signing, but she was very upset that this option was described as "Click to Sign" & suggested that it should be changed to "Click to Review & Sign" instead.

    This would have then been self-explanatory in her mind &…

    4 votes

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  17. Some clients want to review their tax return on a PDF format hence it would be helpful if there's an option to put a "draft" water mark

    26 votes

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     ·  4 comments  ·  Xero Tax  ·  Admin →
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  18. 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.

    10 votes

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  19. It will be great if Xero has its own separated spreadsheet to keep the record or, ideally, import into the CTR's franking account.

    Currently we have to use third party software to keep track of the franking account, and I have seen some of the tools can import from ATO Portal too via csv / pdf.

    5 votes

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  20. Would love to see Xero Tax to prefill STP data (W1 and W2) into BAS/IAS.

    7 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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