1338 results found
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Xero Tax - Add support for swiss tax
I have an international client who has just switched to Xero but their main business is in Switzerland (complicated tax rules). Can Xero provide add an add-on to Swiss Xero users to comply with the tax rules there.
3 votes -
AU Tax: Pre-filling capital losses
The Pre-fill has capital losses noted in it, so it would be great if the pre-fill amount was reflected rather than relying on roll forward information. Seems to be commonly missed with new clients.
6 votes -
NZ Tax - Set up alert/notification for tax returns
Ability to have alert when action is required for a tax return
Purpose: being able to react and action items quickly when needed. Prompted rather than manual checking.
4 votes -
UK Tax - Set up alerts/notifications for tax returns
Ability to have alert when action is required for a tax return
Purpose: being able to react and action items quickly when needed. Prompted rather than manual checking.
3 votes -
Practice Manager - Update multiple Client Group Details at once
Would be great if we could update fields in one go for multiple entities across a group (similar to how the address field allows you to). For example, the Partner, Manager, Class, etc is generally the same across the group (how we use it), so it would be good if we could update these sections for everyone in the group in one go (even if we need to access one of the entity profiles, and from there it asks if we want to update the other entities as well).
23 votes -
Archiving clients in XPM and Blue Xero
It would be great if when Archiving a client in XPM it also Archives it in your Blue Xero
9 votes -
Document Packs - Select signatories from Xero HQ
Current: Signatory name and email address for Document Packs are manually typed in (once per pack).
Issue: Manual input is repetitive, error prone, and requires switching tabs.
Request: These details usually exist in Xero HQ already, so I'd like to be able to select my signatory from this list.
Potential future features enabled by this:
When a signatory is selected this way, other signatories could be pre-populated in the one-click right-bar based on whether they've been in the same group of signatories in a previous Document Pack.
History of Document Packs attributed to each Xero HQ record.
Document pack creation…11 votes -
NZ Tax - Publish a GST return with alphabetically listed Account names
It would be so much better to be able to publish a GST return with the ability to alphabetically list the Account names so all transactions can be presented grouped by the same account code. Then the client can easily review their audit report and identify transactions in the wrong account code.
3 votes -
Xero HQ - Custom Staff Groups
It would be great if we had the ability to create our own groups within the staff screen in Xero HQ. At the moment we have filters for standard, administrator, master administrator and then also staff that have been invited but not yet accepted.
It would be useful if we could create our own custom staff groups. For example by office location: London, Glasgow, Manchester etc. or by function within the business: Accounts, Audit, Tax etc.
Staff could belong to different groups as well, Glasgow and Audit or London and Tax.
9 votes -
AU Tax - Ability to cc another contact
When we send out an Activity Statement, a tax return, an fbt return, etc... is it possible to CC another contact? (one that isn't required to e-sign but is required to see the return and payment information and just be kept in the loop in general)
16 votes -
Practice Manager: JOB COSTS & MILESTONES - option to add or remove when copying a job
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
17 votes -
NZ Tax - Change date on provisional tax payment letters to send date
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?
5 votes -
AU Tax - Summarise the capital losses from prior-years returns
We would like the ability for Xero Tax to combine the capital losses from prior returns and form a summary.
Thanks,
Phillip7 votes -
Xero Sign | Email notification of who has signed in the document pack
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.
10 votesAppreciate 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 🙂
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XPM - Invoices imported into Xero to include description
Ability to have invoices created in Xero to import into XPM with Description included
1 vote -
Bank Accounts - Include bank accounts with COA import
Enable a Bank account to be created when the Chart of Accounts we have created in HQ is imported. Currently, this is not possible. All Bank accounts in the COA need to be changed to Current Assets, and then in the newly created Xero Blue organisation file, the "Bank" accounts have to be deleted and created again! Very annoying. The overall process is great, but this is annoying. We have many bank accounts in our various standard chart of accounts. I want to include the bank accounts so that my staff know the account numbers to use when they set…
4 votes -
Xero HQ - View Awaiting approval bills across multiple companies
When you have multiple companies using Xero and utilise the function to approve bills in Xero for audit tracking purposes you need a way to view the number of bills "Awaiting approval" in all of the companies in one place.
It is very time consuming to open each company individually in order to confirm that there are bills that need approval.
4 votes -
AU tax - Relodge tax return without removing from document pack
When the ATO rejects a submission (where the return does not need to be edited), we have to unlock the return. This removes it from the document pack, and the client gets notified.
This a terrible customer experience, when we just need to relodge. Example being tax returns lodged on 15 May.1 vote -
Xero Tax (UK) | FRS 105 - Tabular format for Notes
The mandatory notes section on FRS 105 needs upgrading, so that the notes on things like movement in directors loans, and operating lease commitments, can be completed by merely filling in numbers into a template matrix. At the moment, no tabular layout is possible.
5 votes -
Xero Tax (AU) - Ability to hide client / contact fields
Ability to hide more sensitive data from staff.
I have an employee who works overseas. Currently I think we can only hide the TFN details but it would be good to also be able to hide date of birth, address and now Director ID details.
They do not need to see all of the sensitive data when preparing tax returns so it would be good to have some options of what data we can hide from employees.
Thanks
4 votes
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