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For accountants & bookkeepers

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841 results found

  1. 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.

    3 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  2. 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.

    3 votes

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  3. XPM e-sign templates - Can we change the name of them, or add new ones?

    I see this helping our business/ flows as if we are able to either edit existing XPM e-sign template names or add new ones then it is clear to staff involved when to use a particular template/ in which instance. As it is currently, we need to guess when to use each template - mistakes are made.

    1 vote

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  4. Xero Tax - Xero tagging - Create new tags as the default tagging is very limited.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  5. Automatic flow of shareholder, partner, beneficiary and settlor details from one year to the next to save having to import or create each year.
    This would also be helpful to WFF for partner and children to flow from one year to the next.

    I have worked with other tax products that have this feature and it can save an enormous amount of time.

    1 vote

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  6. Xero PAYG calculates only on a quarterly basis, we pay the ATO monthly, there is no way to change this in your system, is it possible for this to be changed

    1 vote

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  7. The VAT reconciliation report should be amended to reconcile filed VAT returns to the VAT creditor or debtor per the balance sheet:

    e.g.
    VAT liability q/e 30/04/22 £2,000
    Unfiled input VAT (£200)

    Unfiled output VAT £400

    VAT Account balance £2,200

    It would also be useful to add a list of previous VAT returns to the report, showing the main totals, output VAT, input VAT, Amount due etc

    The VAT owing section could then be scrapped as it doesn't provide any useful information

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  8. Working with clients from different "Global" countries I would like to demo to them using the Demo company in their own base currency, currently it cannot be changed from USD

    Whilst for some I can set up a trial company, for a lot the 30 days is not a long enough poriod

    1 vote

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  9. It would be good if there is an option available in Xero Tax to permanently the "Partnership & "Trust" worksheet from individual tax returns (ITRs) that keeps appearing automatically when there is actually No Distribution Income to be reported.

    1 vote

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  10. Can we see a history of usage for each pack. Both count of signatures used and time frame used in.
    This will assist with Cash flow and ensure you are purchasing the correct size pack for your business, especially as your business grows.

    1 vote

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  11. Add tab to be able to delete a draft BAS form or income tax return form.

    1 vote

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  12. Solution: to be able to view the main contact details (mobile & email) across all tabs of XPM of a client under Job and invoices instead of having to go to client details to get the information...
    The same way as it is shown in the Lead tab See attached,

    1 vote

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  13. Ability to copy a rental schedule to another tax return for a property shared 50/50 with the asset workpaper. Also ability to copy asset schedule to another rental schedule within the tax return.

    2 votes

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  14. All to often clients let their computers save their passwords. This leads to access conflicts when clients use multiple email addresses on the same machine for different clients/taxpayers. Instead of having the client request access through the logged in email address that is not theirs and potentially violating their privacy - can we have a logout button so that the client can login with their own credentials and answer via the email address the questionnaire was sent to?

    1 vote

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  15. Partners can see/change to all staff's dashboards from within their own dashboard.

    Purpose: to monitor poor performing staff in a timely manner

    3 votes

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  16. Ability to search or order and select documents based on the transactions date

    Purpose: Efficiency in downloading documents in bulk.

    14 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  17. It would be helpful if a Superannuation payment in Xero had the date and the name of the person who processed it and sent it for Approval. As a bookkeeper who assists an Accountant, knowing if I had sent the payment for Approval or if the Accountant had would be very helpful

    1 vote

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  18. Please allow for more characters fit in each Description Field line of the tax return. Currently there is a limit of 30 characters on each line.

    1 vote

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  19. Trust account letters are currently completed by the tax agent. It would be helpful to have it digitally signed to go with the income tax return. Currently the only option is to tick whether it is using Trust Account.

    1 vote

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  20. Users can check which suppliers are on autosync quickly.

    Purpose: To save time from having to click multiple pages.

    14 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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