Be able to mark client as non-GST - either on just this workpaper or have it apply to a whole set of workpapers

To include customer’s BSB and account number in the ELD form.

Purpose: To make taxpayers able to verify their bank details as they sign the form.

URGENT- when editing Adviser year reports there are highlighted areas that we could select & un-highlight in the past. This ability was removed during the recent reports upgrade (only Bold, Underline & Italic remain). This means highlighted areas have to be completely re-typed as un-highlighted text & then the original text deleted - wasting a lot of time on re-creating information already available.

I note that when sending Customer Statements, a note is created under the contact. When you click 'View', an error appears. This makes it impossible to view the statement that was sent to your client. If an invoice is changed after statements are sent - it's useful to see EXACTLY what the client saw on their statement - making it easier to reconcile their payments.
I have had a client refer me back to the statement I sent them earlier in the month - but I couldn't view it or recreate it. Not a very professional look.

Add a Schedule for Expenses on Schedular payments (NZ)

AU Tax - Error notifications. When a return is rejected by the ATO and appears in the Error tab of the Returns section of Xero Tax, an email should be triggered to alert the tax agent so that the error can be rectified immediately.

Would it be possible to integrate a feature where the workpapers notify the user that there may be Xero accounts that have balances in the relevant year that have not pulled through to any of the workpapers being used (say for example because the report codes mapping for a new account has not been set up properly)?

Support documents uploaded to a workpaper are listed at the bottom of a workpaper in the order they are uploaded in, it would be a handy feature to be able to reorganise uploaded documents as needed for ease of review and keeping items in say account or alphabetical order.

Problem: Xero connected to the ATO for activity statements. Client prepares monthly IAS (PAYGW only), Adviser prepares quarterly BAS (GST and one month's PAYGW). Adviser has to disconnect from ATO to finalise BAS in Xero and import into Xero Tax (to be able to send to the client for electronic signing and then making lodgement to the ATO).

Solution: make it possible to finalise the AS in Blue Xero without disconnecting from the ATO, allowing Client to continue submitting IAS to ATO from within Xero and Adviser to import into Xero Tax to send for e-signing and lodgement.

When entering the average number of employees in the notes, it would be great if Xero could bring forward the amount entered in the previous year to save time checking what it was!

Under the Doc window on the left, default setting should be REVIEW after you logon, as most Uses are not interested in items that have already been processed.

Extract tax amount from the invoice. This is required for compliance with VAT amount recorded in accounts must match what is on the invoice

Extracted Amount requires a manual entry of VAT amount. This is misleading as "extracted" suggests the amount has been extracted from the invoice.

20% on expenses option calculates from the NET AMOUNT or backwards from the GROSS AMOUNT, this is incorrect as the may not match VAT amount on invoice specifically where there are non or zero vat amounts

Please can you add an additional account under expense type in the chart of accounts for corporation tax?
One which will automatically post to the profit & loss in between 'Profit on Ordinary Activities Before Taxation' and 'Profit after Taxation'.
The default setting of overhead and having it in with bank fees etc is frustrating.

The gross to net report currently doesn't include reimbursed expenses, and possibly other things we haven't found yet so the net pay doesn't agree to the payslips! Please can we have a gross to net report that agrees to payslips? Failing that even a report that shows reimbursed expenses per employee would be better than nothing.

I would like to be able to send statements using different email templates depending on how old the debts are. Smart lists seem to have the functionality to filter what I want but no option to send statements based on those lists.

Invoices raised in XPM have a Category field but Miscellaneous invoices do not. This creates two main issues:
- Miscellaneous invoices are not included in XPM invoice reports against a Category
- Miscellaneous invoices are "unallocated" when they sync across to Blue Xero. At that point, they need to be manually amended for reporting purposes. Can the "Category" field be added please?

Not sure this is really part of Xero HQ - but it would be really useful to be able to drill down into the unfiled VAT section on the VAT reconciliation report.

Xero to automatically log the time you spend in each client and summarise monthly/ average 12 monthly.

No stop/start. 10 minute auto logout.

Advantages: no additional work for the user
Disadvantages: not an exact science.

At the moment we can only add one tax type to a single line item. An ability to add additional tax rates/types to a single transactions is required for some invoices.