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1359 results found

  1. Update the text flags for the reconciled/completed (etc) flags in workpapers so that they change if an item is marked as complete or not (i.e. the wording changes from Not Completed to Completed once flagged). This would assist staff who are colour blind or have other vision impairments that mean that they can't see the coloured flags but instead could hover over the icon to see if an items was completed or not.

    1 vote

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  2. AU TAX - Client Substantiation for all Tax Returns.
    Only Activity Statements and Individual Tax Returns have Client Substantiations. Can we have client substantiation documents on all tax returns included in Trust Tax Returns, Partnership Tax Return, Company Tax Return.

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  3. Can you please add the ability to create a Foreign Rental Schedule Capital allowance - Asset worksheet and Capital works - Asset worksheet in Income Tax Returns

    32 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  4. When editing the document in Hubdoc, could the creditor/suppliers bank account number please automatically show in the Xero details area. As then we could confirm that the right Xero creditor has been selected and that the bank account number matches the supplier invoice at that moment.

    15 votes

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    1 comment  ·  Hubdoc  ·  Admin →
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  5. Please can you design an app for XPM to record time on the go. It was such a wonderful feature when integrated with workflow max and would help so much when visiting clients on the go.

    17 votes

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  6. As with Individual returns and Activity Statements, the contact name and email address are automatically populated when you press request signature. For some reason, Company, Trust, and Pship returns have to be manually entered. Besides the time, it opens up the risk of an incorrect address being entered. Please fix this small but meaningful step.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  7. Ability to use Biometrics when Logging into Hubdoc app. It's great to add receipts and invoices on the go using the Hubdoc app, but manually typing in the credentials to log in slows down the process. It would be great if you could use the phone's facial recognition or fingerprint to quickly log in.

    10 votes

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    7 comments  ·  Hubdoc  ·  Admin →
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  8. Ability to pre-lodge tax returns for all pre-2018 tax returns in Xero Tax AU, this will help reduce the amount of lodgement errors upon the lodgement of tax returns.

    2 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  9. When 'ignoring' tax notices (letters) and adding a note this is only available to be viewed while the date is available in the payment tab. It would be handy to have the Tax History including the body of the note be available in the Statement tab when the amount is ignored as it is when amount changes.

    7 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  10. One click tax estimate.
    We often just print a tax estimate and it would be great to have one button for the tax estimate rather than having to unclick all the other options in the print menu.

    16 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  11. Give the option to make document packs 'PRIVATE' if you don't want your employees to see your private and personal accounts

    3 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  12. This can be entered in the losses area of the tax statement, but does not pull into the next years tax return so is a complete waste of time.
    Normal losses pull through but these rental ones do not.
    Please fix this issue.
    These and normal losses should pull through from IRD - we shouldn't have to enter these manually as we currently do.

    11 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  13. I would suggest that Xero should provide direct debits from all your accounts in one report.

    1 vote

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    Hi Komal, just to make sur we understand the idea here properly. When you say you'd like a report of all direct debits, is this where you've made a direct debit payment for bills? Or where you have customers that may be on direct debit payments with your business? 

  14. Currently if a tax letter email fails to send, for whatever reason, there is no email notification it failed to send. The system really needs to be enhanced so the person who sent the tax letter from XPM gets an email notification that the tax letter failed to send to that email address. Currently it is just blind faith that all letters are sent which is clearly not good.

    33 votes

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    4 comments  ·  Xero Tax  ·  Admin →
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    Our team is looking into this idea, however, they don't have any dates planned on when they’ll develop a notification to let you know whether a tax letter has failed to send. We understand that this feature is important so that you can be certain your clients have received their tax payment reminder letters.

    We are monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status, and if there's any movement, we'll make sure to come back and update you here.

  15. We work in small teams and it would be great if we could get a "Staff" drop down added for the client set up. So we could know the partner on the account, the lead accountant/manager and the staff member that works on the file so we know who to approach for various issues :)

    39 votes

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  16. When you use the cog in Hubdoc to update supplier information e.g. payment terms it use to being up the supplier, but it has recently stopped doing this. Now you have to search for the supplier to update and this takes time and is frustrating, especially as you use to be able to do this. Please put back this facility.

    1 vote

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  17. Allow importing csv files to update existing jobs in bulk

    26 votes

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  18. Enable User Created Pay items to feed data into Pension filings and payroll expense journals. Currently, any additional pension pay items that aren't created by Xero automatically won't pull through to the pension file. The same happens for re-imbursements

    15 votes

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  19. When using other supporting documents—let's say bank statements—it would be great to add a hyperlink to the notes or text block section so you can just click and see the support document.

    1 vote

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  20. Once the Statutory accounts are generated more customisation options would be very helpful. The ability to add or group headings in the P&L and balance sheet would be great. Currently there is no option to show pre-tax profits in the P&L or to show more detail within certain grouped headings in the balance sheet.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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