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1321 results found

  1. Currently, Xero only provides a generic “Additional Disclosure” box when preparing accounts in Xero Tax. However, there are many cases where specific disclosures are required, such as:

    • Guarantees and Other Financial Commitments

    • Going Concern

    It would be highly beneficial to have the ability to either:

    Select from a list of standard disclosure titles, or

    Create a new custom disclosure title, which is displayed in bold in the final report—making the disclosures clearer, more compliant, and professionally formatted.

    Benefits:
    Improves compliance with reporting requirements.

    Enhances the presentation and clarity of financial statements.

    Saves time for preparers by avoiding repetitive workaround text…

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  2. AUTOMATIC SUBMISSION OF A RETURN WITH THE "DEFERRAL" DATE ALLOCATED

    It is a critical feature on a system we transition from to XERO tax, to be able to allocate to a finalized return a deferred date for the submission. On such and such date, all returns with that date and tag then come up, and with a touch of a single button all go to the ATO at the same time. The deferral function is critical where the client's return has a large tax bill, for example, and the client has other ways of utilizing the funds and keeping them…

    6 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  3. Currently you cannot edit the DOB in a client record in XPM for individual clients you can only edit if you export the database and re import it. For GDPR reasons it is important that we can delete DOB when a client leaves the practice. Please make this field so it can be deleted if required

    1 vote

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  4. It would be very handy to be able to create a formula in a custom report that could reference a group/custom row that sits within a closed group as sometimes you need these rows in order to drive the formula but they dont add any helpful information to the final report.

    2 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  5. on the Insights tab, be able to also compare YTD vs prior YTD

    1 vote

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  6. Delete or archive draft Partnership returns in Xero Tax UK - if a draft is created in error it just stays on the dashboard, eventually showing as overdue and clogging up the dashboard's useful information. If full deletion is not an option, for audit purposes, then I'd like to at least be able to archive it and remove it from my dashboard view.

    1 vote

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  7. When a tax return is created from a job you need to manually link this to the job once the tax obligation is created. It would be good if this automatically linked to the job like AU and NZ

    1 vote

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  8. When creating a new job the client drop down list can be quite long. it would be good to have the ability to search for the client name instead of selecting from a dropdown menu.

    1 vote

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  9. Job with live Tax Record – it would be good to receive a warning when completing (or cancelled) a job that has a live tax filing

    1 vote

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  10. Client Insights is fantastic for showing client by client stats.
    How about providing a TOTAL for the entire client list or filtered list, so that you can see how each client compares to the selected "community" of clients

    1 vote

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  11. We 'import from xero' the data to preopolute the tax return. However, the P&L and Balance Sheet items appear in the tax return as a worksheet when printed. It would be great if this was excluded, but retained the other worksheets.

    2 votes

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  12. Would be great to create a report in XPM that shows client bank details so we can identify clients that are missing bank details and need to be followed up. This would also avoid the issue with tax returns being lodged with no bank details recorded.

    9 votes

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  13. Xero HQ report templates overwrite the order of accounts to alphabetical when accessed at a client. The report templates are in the correct part of the financial statement for the client, but then it defaults to alphabetical order. This requires you to change the order for each client, even though it was done at the HQ level.

    8 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  14. Ability to run YTD reports where there is monthly columns totalling to the YTD column which automatically adds additional months as needed.

    1 vote

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  15. When entering a number of invoices for the same customer or vendor it would be great not having to reenter the name for each entry. Recommend the ability to "pin" a name for multiple entries under the same name.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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    Hi Kari, I notice you've selected Xero HQ on the category of your idea here. I just wanted to check if you're idea here is related to creating invoices in a Xero organisation or from Practice Manager? Thanks

  16. Provide an option under the client group to bill wip that's under multiple clients in the group with one invoice.

    At the moment it appears this can only be done under Invoices in the Business menu. Under the client group itself, while an invoice can be created for multiple jobs for one client, you can't create a single invoice to bill wip that's under multiple clients in the group.

    16 votes

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  17. We occasionally have issues when transferring Xero subscriptions with the notification being missed by the other party. Is it possible for the subscriber to receive an email when the transfer period is due to expire and the other party has not accepted?

    1 vote

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    1 comment  ·  Xero HQ  ·  Admin →
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  18. FBT Returns - I have been informed by Xero Support that FBT Returns can only be created for the following structure types:

    Individual
    Company
    Trust
    Partnership
    Self Managed Superannuation Fund

    Noting that individuals, partnerships and SMSF do not require FBT Returns it seems more prudent to make them available for the club and society structures who actually my have FBT to lodge.

    1 vote

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  19. On Managed Fund Schedule can the transfer capital gains to tax return default to "yes" instead of "no" ?

    1 vote

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  20. Ability to remove team members from cancelled subscriptions or a trial which has expired whether setup by our practice or the client.

    15 votes

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     ·  9 comments  ·  Xero HQ  ·  Admin →
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