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For accountants & bookkeepers

For accountants & bookkeepers

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  1. We have the AS' downloaded from ATO automatically and this creates a new job for every AS. We then need to add an AS task to every job individually.

    Would be great to be able to add task/s to multiple jobs in one go - similar to how you can assign staff/manager to multiple jobs in one go.

    6 votes

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  2. when we have a report that we would want to specify the type of return e.g. ir3, ir4 there does not seem to be the IR4J specifically for when we file a IR4J on its own for members apart of a consolidated group and only require to file their own imputation return.

    It would be great if this could be included as this helps when reporting our internal filing stats.

    1 vote

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  3. Can we get some some tax returns to be protected by password within Xero Tax?

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  4. WITH THE UPCOMING CHANGE IN CORPORATION TAX RATE (6/4/23) IT WOULD BE A NICE FEATURE IF THE PROFIT ALLOCATION IN ACCOUNTING YEARS STRADLING THE TAX YEAR END COULD BE TOGGLED BETWEEN "ALLOCATION ON DAYS" AND "ACTUAL ACCOUNTS" SO THAT THE MOST BENEFICIAL TREATMENT COULD BE USED FOR CLIENTS NEXT YEAR (IE USING THE METHOD THAT PUTS THE LARGEST SHARE OF THE PROFIT INTO THE PERIOD UPTO 5/4/23) - NEEDS TO BE AVAILABLE FOR 04/2023 YEAR ENDS AND AFTER

    5 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  5. We have staff accountants who work in teams. Ideally, we want them to have the "Manager Role" but when that is the case they can only see Workpapers they have created.

    We would prefer to have the option to give staff with "Manager Role" the ability to see and edit all Practice current and/or archived workpapers.

    The alternative is to give them a Partner Role which has a lot of other access we don't really want them to have (ie restore/delete, etc).

    17 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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  6. Do not understand why if a client files their own income tax return with Inland Revenue and an assessment is issued why this is not updated in XPM, issues arise that we have no knowledge of assessment so affects Provisional and Income tax notices

    1 vote

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  7. When adding invoices through HubDoc when there is a new contact that needs to be added, it would be great if the option to create a new contact (supplier or customer) was available in HubDoc, rather than having to start typing in the contact filed & then having to wait for HubDoc/Xero to catch up.

    10 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  8. 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!

    16 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  9. On the foreign income page on self assessment on Xero Tax, I do not have the function to complete boxes 33 to 40 in order to enter foreign capital gains tax suffered.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  10. Would be great to be able to sort the timesheets by the column headings. They are blue but don't actually do anything when you click on them.

    1 vote

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  11. I like how Hubdoc separates the data extraction to "Transaction Details" such as Supplier, Amount and Date. from "Destination Details" Such as Account code and contact..

    We use Tags on the app to create Folders in hubdoc that organise team Expenses & Budgets.

    It would be good to be able to set additional Folder/Tag settings in hubdoc that could over ride the Global Supplier settings in hubdoc when a tag is added.

    Allowing for the Suppler to remain the same but the contact, Tax rate, account and tracking categories to be applied from the Tag/Folder settings.

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  12. The US version of Xero doesn't have a tax rate column in the "Chart of Accounts" tab. In other regions of the world (like Australia & England) their version of Xero has access to see that information.

    It seems like a simple addition, as it has already been done, that could only help out those using Xero in the United States.

    2 votes

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  13. Practice Manager - Edit Jobs Manager screen to add or delete columns that are relevant to a practice The ability to add notes would be very helpful.

    1 vote

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    HI Sally, jumping back on your idea here our team are working on providing more flexibility to the info you view from Job Manager.

    Right now, we're developing columns for Staff, Manager and Partners. Around the same time we expect to deliver these additions, we'll also enable you to hide detail you'd prefer not to view. So, you can decide and only see the information relevant for you when viewing Jobs.

    We'll return to share more when this is available🙂

  14. We have a numerous comments and feedback from clients and staff, that it would be great to have an option to include a reviewer of the documents even though their signature is not required. It would be nice to be able to share this information to group entities where the information is required by other individuals/entities within the group.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  15. For large farms/orchards or multiple businesses in the group, needing a P & L each for each Farm and Orchard. Then a combined statement P & L bringing all the totals together with the group overhead expenses. Currently have to do separate custom reports in Xero then paste in, would be good to have it all formated in one spot not doing multiple reports and copying and pasting. Currently using another accounting software provider to do the financials and only using Xero to collect the date, would be good to have it all in one spot

    1 vote

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     ·  0 comments  ·  Admin →
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  16. With the updates happening around Xero HQ, it would be a great time to be able to provide additional search functions on the Practice Client list. At a minimum, being able to sort by "Unreconciled Items" would be very helpful.

    6 votes

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     ·  3 comments  ·  Xero HQ  ·  Admin →
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  17. It would be good if I could setup a google drive file/directory where we can drop invoices into it and they are automatically uploaded to Hubdoc. Other products do this but I would like to fully migrate

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  18. A report showing which clients are using which bank feeds.
    This would allow easy updates to client and internally when we become aware of a bank feed causing duplications or other errors.

    3 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  19. Comparison year for FBT return.

    14 votes

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    3 comments  ·  Xero Tax  ·  Admin →
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  20. Currently once the document pack is sent you can't see the message that you have sent the client. It would be good to be able to see what you have told them- especially if you are providing them with additional information but you don't want to have to do a separate email.

    6 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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