For accountants & bookkeepers

For accountants & bookkeepers

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  1. Tax Payments – It would be good if we could have a BULK unapproved feature in all tabs, i.e. approved, sent, ignore.

    At the moment we have to click on each client and unapproved which is very time consuming.

    1 vote

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  2. Didn't the search glass used to be on the bar all the time? Now, if I want to search for a contact I have to click on the contact button and THEN I see the seach glass. Why not just leave it up on the bar so I have one less click and I can find exactly who I'm looking for quickly? I can search for an amount, a name - anything without having to look for the search glass.

    1 vote

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  3. I often have a draft bill for recurring expenses that I need to edit. When I update the amounts, it updates the total on the bottom, but it doesn't update the amount in the upper right corner (why not?), so I have to edit that as well. This creates another keystroke and mouse move that is annoying. What is the purpose of that total remaining the same after I have made the other changes? It should update automatically.

    1 vote

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  4. It would be great if there was an 'Other' category tagging option under PPE.

    We have PPE in our ledgers that doesn't sit under any of the options currently available.

    1 vote

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  5. Would like the ability to run a report with any fields that are available for the client - not be limited because a certain field is tagged as a job or tax field. Example is having a report with client, job and tax fields all listed

    1 vote

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  6. At the moment there is a glaring issue with Xero files and HubDoc files, that the subscriber/owner of each can be different, even though the HubDoc file is integrated with the Xero file and is "paid for" by virtue of the Xero subscription.

    This means it's possible for someone to lose access to their HubDoc account, even if they are the subscriber of their Xero file. Nightmare.

    1 vote

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  7. Currently, in the UK you can export an iXBRL file from Xero Tax but if you try to import that file into other tax software it is not compatible and creates an error message in the other software.
    This is an issue at my firm as the Tax department insists on using Alphatax for all CT Returns and this has meant that we cannot use Xero Tax to prepare statutory year-end accounts as we have to prepare the iXBRL tagging file in other software that is compatible with Alphatax.

    2 votes

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    Thanks for your thoughts and feedback on the compatibility of the iXBRL export from Xero Tax. Our tax team are aware of this issue and are exploring possible development as part of a broader piece of work to split the workflows for accounts and corporation tax - The goal of this piece would be to add flexibility so our partners can continue to enjoy the efficiencies of Xero Tax in conjunction with their existing Corporation Tax software by calculating the tax separately. 


    We’re currently working with partners who use Alphatax, for example, to develop this.


    I'll shift the idea to Under Review and round back when there's more on this to share.

  8. All the IRD guide links are not working in the 2022 tax return. The pages references also refer to the 2020 guide. If these are provided it would be helpful for info to be correct.

    1 vote

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  9. Please add the numbers to to the 2022 IR3 template for Keypoints 22 & 23.
    This makes navigation of the return a bit easier.

    1 vote

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  10. It would be wonderful if at this time of the year income tax returns could automatically be created for the new year, where the prior year is completed and with rollover from the prior completed year.

    Having to manually create hundreds of income tax returns is terribly inefficient.

    1 vote

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  11. Able to create recurring tasks from an existing task.

    Purpose: It’s easier to just create a recurring job from an existing job, rather than creating a new job.

    12 votes

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  12. XPM Graphs - please add a dashboard for managers to see the graphs similar to the one presented to each user for all the people they manage

    1 vote

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  13. IR3B form in Xero Tax for filing tax returns is currently not available. Would be a good form to have.

    1 vote

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  14. Where the notices are the same screen. It would be helpful if it held your sorting order. When you click on a date to accept the assessment, when you return to the list it is back in date order. I'd like to keep it in client name order.

    1 vote

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  15. We would like to have the following additional schedules:

    • Company Tax Return - business schedule

    • Individuals - Depreciation schedule allocated against partnership income

    1 vote

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  16. 2 votes

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  17. 1 vote

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  18. To make it easier to create jobs in XPM it would be useful to have a link to create a new job once you have unsuccessfully searched to see if there is a job already set up for the client. At present you have to log out of job search then create a new job, which involves finding the client name again.

    2 votes

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  19. For PSAR, you can import an empdupe file to populate everyone's PSAR information (address, tfn, dob, name, etc.)

    We want a similar function using csv import for company tax return when importing the shareholder details whom received dividends from the company in question. It was painful to manually enter 27 shareholder details and their divdiend payment through your company tax return schedule.

    1 vote

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  20. Users can scan their invoices via mobile app when they don’t have an internet connection.

    Purpose: To make sure that the invoices/documents didn’t get lost in the Hubdoc app when the internet connection is intermittent.

    10 votes

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