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1259 results found

  1. After receiving the year end document pack with Financial Statements and Tax returns signed from the client, I'd like to be able to immediately import this into the Financial Statements and tax returns area of Workpapers.

    15 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  2. Allow SMSF returns to include an option for import from BGL/Class and to generate a PAYG estimate worksheet

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  3. It would be excellent to be able to see if a client has viewed the Xero Sign email pack.

    10 votes

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  4. Add the ability to change the order in which jobs appear on an invoice when preparing an invoice with multiple jobs.

    1 vote

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  5. We have clients on Annual Packages that cover a group of companies or individuals. While we are able to add tax forms for other entities within the billing group, the same option is not available for Activity Statements, meaning that we have to split the job or not attach the forms.
    It would be very helpful to open an annual job and see all tasks and forms associated with it.

    1 vote

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  6. Enable to invite a user into an organisation via the Xero App interface.

    8 votes

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  7. Time Sheet Calendar.
    One of the best features of APS is the ability to enter time in a calendar view. You can specify the time units ie 6min, 10 min etc and it presents a week on view for you to add time aka MS Outlook Calendar.

    6 votes

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  8. Fixed Assets - Asset Serial Numbers Printing on Depr Schedule
    It would be helpful to have as a print option for the Depreciation Schedule the ability to print asset serial numbers. This is one of the few fields not current able to be selected.

    Application is transport Companies and Engineering Companies which have a high reliance on serial number identification.

    Thanks

    6 votes

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  9. Currently when copying a job then the costs and milestones are automatically copied as well. It would be great to be given the option to copy these or not. Most of the time we do not want to copy these specifically the costs

    12 votes

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  10. When viewing bills/invoices under a contact, can the 'bill created', 'bill approved' and 'bill paid' icons be different colours please? :)
    Same applies for Invoices created/sent/paid

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  11. Trust Tax Return Reports - Summary Only and Summary and Worksheets - to be able to print the Trust Reporting Requirements pages (Annual Accounts information, Settlor & Beneficiary disclosures) as a separate report. The Summary Only and Summary and Worksheets Reports be as previously, that is the one page summary of income & tax (plus Worksheets when selected).

    17 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  12. Add the Ability to lodge NLA for TPAR using Practice Manager, allowing clients to sign the NLA and submit to the ATO. The ATO now allows the submission online for multiple years in one Submission, we would like to use PM to submit all ATO forms and advices. https://www.ato.gov.au/business/reports-and-returns/taxable-payments-annual-report/lodge-your-tpar/tpar-non-lodgment-advice/?=redirected_TPARnilreport

    16 votes

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  13. When entering line items in Hubdocs it would be so useful if we could enter the same number of decimal places that are available in Xero. When we split invoices into line items it is very clunky having to make rounding adjustments because we only have 2 decimal places in Hubdocs, yet 4 in Xero.

    13 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  14. Have a workpaper for motor vehicle private use adjustments with calculators for FBT, logbook, and mileage reimbursement. Be able to have more than one like the home office workpaper does. And have this roll forward like the home office one does so that you can see the method used by the client and the FBT/logbook values etc.

    20 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  15. Following on from advice from IRD. Is this something that is easy enough to create?

    See email from IRD.....

    We are getting a number of customers to our Front of house (reception) who require a printed barcode to make their payment at Westpac. As you might expect, many of these customers are elderly and it has been some effort for them to go to Westpac only to find they need a barcode to pay so they come to see us… before heading back to Westpac with their printed barcode.

    Most have, in the hot little old hands, a lovely letter…

    21 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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    Appreciate the meaning behind this idea to you all. 

    This is something we'd like to continue to track on the site here, however to upfront in order to generate the barcode there's work that'd need to be done on IRD's end to enable this. 

    We've reached out to engage them on this, but there is no immediate plans from our end, at this time. 

  16. Ability to put in manual tax estimate adjustments, such as prior liabilities on tax accounts so clients can see total owed. It can show estimate for return, then show the adjustments.
    Also ability to adjust for amended returns to show the actual amount refunded or owing after amendment calculations.

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  17. Does Xero have any plans to incorporate 'Xero Tax' in the trial version? I can see that there are a number of videos on Xero Tax on Xero Central. If it was incorporated in the trial version- it would provide students with hands-on experience as opposed to just watching videos or reading texts.

    As Xero is now being used by many accounting firms, Tax professionals who are currently working in other platforms such as Sage Handisoft or MYOB don't know how Xero tax works. When they are trying to change companies- it would provide them an advantage if they are…

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  18. There should be the option to show the tax estimate (i.e.: calculation page) for companies on the front page of the tax return instead of being buried within the body of the report.

    For a lot of clients the first page is what they are really interested in (calculation of tax payble/refundable).

    Having the flexibility of being able to change page ordering within Xero Tax without having to do it manually would be helpful.

    6 votes

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  19. In Xero HQ as a partner we have Report Templates which we can use for our clients. Currently, it only allows us to export to PDF or Excel or Google Sheets.

    It would be useful. helpful and beneficial for practitioners to be able to export it to WORD format so that we can re-format the font type, font size and header and footer styles..

    Thanks

    4 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  20. It would be great to show the lock dates from each client's Xero file in HQ. Visually, it would be very similar to the Year End column, and likely not enabled by default.

    This would allow Advisors to easily identify clients that don't have prior periods locked, and then go into those files and correct it. This would increase usage of this important data protection feature and reduce errors caused by inadvertent prior period adjustments.

    4 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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