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For accountants & bookkeepers

For accountants & bookkeepers

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1332 results found

  1. Additional WIP filter functions.

    Extract a WIP report base on value i.e. > $1,000, 90 days etc.

    1 vote

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  2. Similar to Xero Receipt Scanner, but just for timesheets

    A functionality (app) that can scan a manual handwritten timesheet from a notebook and enter the time spent into XPM timesheet, for people who prefer manually writing timesheets in a notebook.

    2 votes

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  3. 5 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  4. It would be great to be able to move job costs to another job in a similar way that you can move time sheets. More often than not costs are captured on an incorrect job and it is a "pain" to delete this and then to re-capture on the correct job.

    29 votes

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  5. It should be possible to manually add tax payments made by a client to IRD. This is critical for a tax accountant like myself who is not a registered tax agent and therefore is unable to link and download details from IRD. This facility would make the practice manager more appealing to a wider range of users.

    2 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  6. Being able to style pdf versions of Taxation Returns like you can with Financial Statements in Xero (i.e., custom watermarks, print with/without branding etc.)

    14 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  7. I was tagging my balance sheet and my VAT balance in the current year is a creditor but the balance last year was a debtor balance. Is there a way to tag them seperately so my debtors and creditors balances in the current and prior year are correct?

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  8. We would like to have the following additional schedules:

    • Company Tax Return - business schedule

    • Individuals - Depreciation schedule allocated against partnership income

    27 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  9. Would it be possible when pulling account transaction reports from Xero to add the account name, instead of having it say Account Transactions?

    1 vote

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     ·  1 comment  ·  Workpapers  ·  Admin →
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  10. I have noticed that Xero rounds the HELP repayment to the nearest dollar when estimating the tax outcome for individual tax returns however the ATO does not round the HELP repayment when issuing the notice of assessment.

    Can Xero update the HELP repayment calculation to include cents instead of rounding to the nearest dollar?

    12 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  11. A client user console with the ability for that user to log in and see queries on multiple entities rather than have to click on every email. eg. particularly useful when asking queries to a bookkeeper or financial planner on multiple different clients so that they can track all their queries in one location.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  12. The Beneficiary Details schedule of the return will need to be updated - In the title section there should be a 'King's Counsel' option instead of 'Queen's Counsel'.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  13. Pre-populate W1 and W2 fields in the Activity Statement when using an outside payroll program. This would save time and reduce errors.

    16 votes

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     ·  7 comments  ·  Xero Tax  ·  Admin →
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  14. I want to be able to update start and end dates on jobs easily in the all jobs screen. Would help a heap with annual accounts planning

    3 votes

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  15. The search was recently changed so you could search by client, but now if I search for 'GST' it will bring up all jobs with GST even in the description (i.e. a bunch of annual accounts and other jobs). Can the search be limited to Job Name rather than the detailed description in the job?

    2 votes

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  16. Hi
    We're enjoying the new Job Manager screen in XPM but would love it even more if there was a value column added to show the $$ amount of the time budget. For example, it's great to know there's still 30% available time but what amount is left and more importantly if the time budget is 115% what is the amount over budget.

    6 votes

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  17. Add a TPAR tax form in Xero Practice Manager (XPM) so that we can generate signing pages like we can with a BAS or PSAR. When lodging via a client's Xero file or the ATO portal, we tick a box to say we have a declaration from the client, authorising us to lodge their TPAR, but there seems to be no report we can print to show them what we're going to lodge, nor signing pages that they can sign, so meeting this declaration requirement is proving difficult.
    Also should be able to print a draft/published TPAR from a client's…

    34 votes

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  18. I would love to see Hubdoc Convert an ATB Statement. This is a Alberta Canada Bank but it is a very widely used bank by small businesses. This would be useful for any businesses/ accounting firms or bookkeepers in Alberta

    5 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  19. A placeholder for the applicable tax return year that can be inserted into the NOA email template would make it easy for clients to know which year the email relates to.

    1 vote

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  20. There must be an option to include the clients logo on any reports that we pull from Xero. Hereby making reports look much better.

    9 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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