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For accountants & bookkeepers

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  1. Can we please have the ability to input and edit templates for the covering email of an outgoing document pack.

    24 votes

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     ·  5 comments  ·  Xero HQ  ·  Admin →
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  2. I would love to see an improvement with Xero XPM NOTES.

    We seem to leave 2 types of notes.

    TYPE 1: is URGENT, we want people within the firm to see it and read it. It would be good if you could select this note to be a banner across the top of the clients screen. Similar to how if the client has a debt it shows at the top. (love that function)

    TYPE 2: is just an ordinary note that is sufficient with the current design.

    It would also be great if you could share notes across multiple clients…

    37 votes

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  3. Quite a few firms are using business fitness/their own custom workpapers in conjunction with Xero workpapers to meet their compliance needs. This is because some existing Xero workpapers e.g I2 - Finance Lease, S - Home Office, K - GST etc are not sufficient to meet our compliance needs. For example the home office workpaper does not contain the square metre rate method and there is no last year comparison for analytical review. No workpapers have been added to allow for new tax developments such as rental interest deductibility, rental loss limitation rules, mixed use assets to name a few.…

    29 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  4. When there is a Managed Fund distribution on the prefill, the distribution is automatically entered into the Managed fund distribution worksheet. If there is no figure, it pulls through a $0.00 which leads to a $0.00 at the primary producer label L. This then automatically triggers the income averaging to which you manually have to OPT out of. Please fix this issue.

    3 votes

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  5. Many our trust clients have investments in managed funds, e.g. Macquarie Wrap, etc. Unlike ITR, currently there is no "Distributions from Managed Funds" worksheet in TRT. This means, we need to enter Capital Gains and Foreign Income in the separate sections from "Distributions from Partnership/Trust" worksheet. It would be great if all components from Managed Funds distributions can be entered into one worksheet.

    12 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  6. General Pool Depreciation - Using the General Pool feature does not list the assets that have been pooled. It is useful to be able to review assets owned by an entity and the details of the purchase.

    14 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    Appreciate you'd like to add more detail for assets within a pool. 

    Atm, we don't have direct plans for developing this, however we'll continue to track interest here, so keep adding your support. 

  7. 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.

    11 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  8. Report that can show outstanding lodgement obligations filtered by year. If the report can also be updated from the ATO.

    20 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  9. Partnership LLP Accounts and Tax - SA800 for multi member partnerships. Including the ability to produce individual allocation report of profit/loss for both UK members and overseas members

    12 votes

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     ·  5 comments  ·  Xero Tax  ·  Admin →
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  10. Please increase the character limit in the Bank Account Name field to allow for longer business account names

    29 votes

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  11. It would be good to be able to completely delete bank statement lines, so that they are no longer visible as deleted transactions, where, for example they have been imported into the wrong bank account, or client account.

    8 votes

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    1 comment  ·  Admin →
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  12. Similar to ability to restrict access to Xero Tax, its critical if we can have the ability to restrict access to certain client details. Currently you can search for any client details and there is no way to restrict access to this information. This functionality would be extra help for partners & staff members who are also clients of the firm.

    13 votes

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  13. 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…

    31 votes

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     ·  5 comments  ·  Xero Tax  ·  Admin →
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  14. When adding signature placeholders in financial statements etc, put the placeholder where cursor is and not at the top of the page.

    22 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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  15. Page breaks in the Notes should be automated

    17 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  16. When entering in the Franking Account in a tax return, you should be able to reorder the rows if you enter a date that is not in chronological order. Or alternatively, the system should be smart enough to re-order the rows based on date.

    31 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  17. Xero HQ Filleted Accounts without Dividend Note

    There should be a facility whereby the notes to the full accounts can be edited for the filleted accounts so that not all are disclosed at Companies House, such as, & very importantly the 'Dividend' note

    13 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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  18. Manual Journals - Search by ID
    To enable the search function on manual journals to include the journal ID

    3 votes

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     ·  1 comment  ·  Admin →
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  19. Xero Sign: Add Template for sending packs and Add a text box option for documents within a document pack:

    Is there any way to set up an 'Email Template' message for when we send out our packs? I can't find anywhere to do this is xero or Xero HQ or Ask. We would like to set up a standardised message for your annual accounts...

    Is there a way to enter a 'text' field into a document as well as a signature?
    We send out some authority forms to clients that needs them to add their bank a/c details & a/c…

    13 votes

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    4 comments  ·  Xero HQ  ·  Admin →
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    Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread

    • Ability to create a default email template for sending document packs 
    • A text box on single documents in a pack 


    We have another idea that's been started around the default email template across here and I invite all those interested to add their votes. 

    For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately. 

  20. It would be great if Document Packs could be archived once completed.

    5 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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