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1332 results found

  1. 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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  2. Comparison year for FBT return.

    14 votes

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    3 comments  ·  Xero Tax  ·  Admin →
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  3. Currently Xero tax can print tax returns by withholding the TFN Numbers which is really good. However, if that same functionality can be added for the bank account details and date of birth it would be great

    6 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  4. NZ Tax - Ability to change a tax payment letter to nil. This would be great if we could get the payment override box in the tax payments area to accept 0.00.

    3 votes

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  5. And before someone tries to tell me XPM is a premium product and that's why it has additional functions like search 🥴 search is not a premium feature. We just want to be able to search for a client without changing from Returns to Clients page.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  6. We noticed last provisional tax letters that we sent out to clients had the date the amounts were approved.

    We usually approve before and e-mail/post letters closer to time.

    Is there a way the date can be changed on the Provisional tax letter to the day its getting e-mailed to client?

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  7. Xero Sign - It would be great if there was an indicator to let us know that one or more clients within the one document pack have signed the documents. (if it is sent to multiple people) We only get notified once everyone signed.

    6 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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    Appreciate feedback on our recent update - We've slightly updated the title of this idea to reflect a desire for email notification.  


    Just to note for anyone coming across the idea - within the document pack details you can view how many people have signed the document, including who signed. See our example of what this looks like  🙂

  8. I refer to CX0012896524
    1/ when a prefill has an ETF, and said ETF has a CGT component (18H) can xero just auto answer YES in the cgt worksheet bit? As oppose to the user (us) having to go through each etf, select YES

    2/ There is a bug
    I get this error
    Total current year capital gains is incorrect ( CMN.ATO.IITR.730456 )
    Total current year capital gains must be greater than or equal to the sum of all current year capital gains from managed funds reported for the individual in the attached Income Details schedule

    This error seems to…

    6 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  9. On the Xero HQ screen a column to show if there are any bills due for payment

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  10. We would like to be able to do a list of Employee at the end of year with total earnings, PAYE, Employer and Employee Kiwisaver etc.

    You can list now but it lists every date and you then need to drop out to Excel and do all the additionals. Very time consuming if you have a number of employees.

    1 vote

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    Thanks for providing that extra clarity, Kay - apologies for the confusion!


    As you've found, the Annual Earnings Certificate displays the information required, but splits each employee in to a seperate page.


    I've updated your title to reflect that you'd like this report in a list format, and shifted it back to 'submitted' so we can keep collecting votes and feedback. 

  11. With the UK corporation tax submission, we should have an option to choose to include accounts with amended CT600 or not?

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  12. Day time contact number in individual tax return.

    Individual tax return cover page has two options
    Mobile number and day time contact number
    day time contact number is by default picked up from practice management setting which is practitioner number.
    there is no a way to change this day time number to client contact number automatically.

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  13. Being able to see in XERO HQ the STP 2 status of all clients without having to open each file. Would save time and make it easier to manage.

    2 votes

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  14. Is there a way to have invoices push from Xero practice manager to Xero with the tax code there of GST Free Income.

    4 votes

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  15. Would be great if xero workpapers had a calculator function like blue xero

    6 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  16. We use Huron Community Bank and would like Xero and Hubdoc to extract data .

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  17. In XERO as at today when you set up a salary sacrificed arrangement, the amount being sacrificed by the employee will be added onto the employer's contribution and appear under the employer's field for reporting purposes.

    But when you need to submit the pension report to the pension provider portal you will need to separate employee and employer contribution. It will be much easier to download the report, at least from the pension filings option, that shows all the breakdown of all information as it needs to be so it can just be uploaded in the pension provider portal without…

    3 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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  18. On the XPM dashboard there are two tax returns filed graphs - Returns by month and Returns by form. (New Zealand)
    It would be great if you can have these showing by "Manager" (as per details in client set up) rather than the whole practice or "account manager" which is currently the only available selection and "account manager" is the Partner/Director as per client set up.

    1 vote

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  19. It would be really useful if we could see the quarter end date for VAT returns on the HQ home page - similar to how we can see the Financial year end.

    3 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  20. a way to switch from the old csv upload in bank statements to the new one as the new one is so much better

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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