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1364 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. Some clients want to review their tax return on a PDF format hence it would be helpful if there's an option to put a "draft" water mark

    36 votes

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     ·  7 comments  ·  Xero Tax  ·  Admin →
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  3. 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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     ·  11 comments  ·  Xero HQ  ·  Admin →
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  4. 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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  5. 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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  6. on the Insights tab, be able to also compare YTD vs prior YTD

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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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. 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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  9. It would be a HUGE time saver if we had the ability to attach supporting documents to the journals posted through Xero Workpapers (in the same way that we can attach documents to journals posted directly in Xero).

    8 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  10. 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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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  11. on the cover letter just has clients name in addressee box , would be nice to include full addressee details including their address

    2 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  12. It would be good to see the tax rate deducted for RWT/DWT/ICA for interest and dividends when printed on the tax statements worksheet/schedules. Then you can see that the information has been entered correctly (ie 33% for tax on dividends)
    Also be better to have use of money interest adding into the terminal tax date in the tax payment summary showing total payable, rather than a sentence above it!

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  13. It would be useful to be able to file historic tax returns prior to the dates shown in Xero. I have a client who submitted his own accounts but has never submitted his own tax returns so we need to file 4 returns for him but we are only able to go back 2 years.

    6 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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    Hi Natalia, just to make sure I'm sharing this back with the right team internally. Where abouts is your client based. Our Tax products for each region are developed separately for their own needs and regulations so this information will make sure I get it back to the right team to consider.

  14. Customer payment with stripe not linked to invoice number. Unable to identify customer payment related to invoice for reconciliation.

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
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  15. 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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  16. 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

  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. To have a check box next to supplier when you have matched their monthly statements so you know who is left to receive a statement from

    7 votes

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    0 comments  ·  Workpapers  ·  Admin →
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    Aaah wait, sorry just saw this is for Workpapers not Bills in Xero, Teresa. M suggestion of the notes on a contacts record may not be as useful for this scenario.

    While no plans for this at present, we'll get a feel for the interest of this here. Thanks

  19. 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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    0 comments  ·  Xero Tax  ·  Admin →
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    Thanks for your idea, Andrew. Not something we have planned right now but we'll gain the interest from your idea here and share if there are any updates planned for this.

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

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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    Hi Lucy, thanks for sharing this specific feedback about our AU Tax module. We know that small adjustments to default settings can often make a big difference in streamlining a workflow.

    We've reviewed your suggestion to change the default option to 'Yes' for transferring capital gains to the tax return on the Managed Fund Schedule. Your idea is now ready to gain support and feedback from other tax preparers in the community.

    Along with votes, others can now comment to share if this default setting would better match their own process and improve efficiency when preparing returns.

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