1348 results found
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AU Tax - Create a Tax Form from Returns Tab
It would be timesaving to be able to Create a Tax Form (all types) directly within the Returns tab and link to an Existing Client and Job.
What would be even better would be to be able to add a Job on the fly during the process if not already established.
5 votes -
Practice Manager | Staff - Report/list of charge out rates
I would like to able to produce a list of staff and what their charge out rates are instead of going into each person individually.
30 votes -
Practice Manager | Clients - Date of death field for client details
Date of death field to add in to client details would be helpful
250 votes -
AU Tax - Rental Schedule Apportionment
Currently the apportionment percentage for the rental is calculated for all income and expenses. However, in reality this is not always the situation. Sage has the ability to change the apportionment of each expense individually as well which is very useful, time-saving and error reducing.
91 votes -
Xero Tax (UK) | Trusts & Estates (SA900)
Can you provide Tax Returns for Trusts (SA900)?
7 votes -
Reports - Generate a report listing each individual client and their average debtor days.
Generate a report listing each individual client and their average debtor days.
18 votes -
Hubdocs App - the ability to add expense code and tracking category
Currently clients can't code or assign a tracking category on the app
17 votes -
Workpapers - Ability to set period that workpaper is run across
Workpapers to run for periods (not just years) and for periods ending not on a month end.
The majority of my clients have a year end with 5 April. At the moment i would only be able to run the work papers to 31 March. I also have other clients with year end dates throughout the year.
In addition to this, I can only run the workpapers for a full year. What happens if a business ceases. Often we need to run a set of accounts, and therefore workpapers, for a shorter/longer period.
38 votes -
XPM - Change the automatic due date when creating a job
Set a default Due Date when creating jobs that is not 'today'.
8 votes -
Reports - Option to build Xero blue reports into Xero HQ
Report Building - Ability to choose any report from Xero Blue to add to the reports. Especially payroll reports.
Ideally, I would like to be able to build a set of management reports that include things such as accrued annual leave and long service leave. Annual days to pay on AR, average days to pay per client and other KPI type measurements. Is there away to build out own templates that can go into payroll and other areas of Xero to create these
6 votes -
XPM - Add an Account Manager column to the client list
Can we please customise client page on XPM to add a column for the Account Manager. We currently see the Client NAME, PH NUMBER, and ADDRESS. Can we please add Account Manager to the page?
It would cut out a lot time when processing morning mail or directing phone calls from clients as this would mean we don't have to open the client file to see who they belong to.6 votes -
Reports - Summary breakdown on VAT report
I would like to see on the front sheet of the VAT report a Summary break-down by VAT code showing Total, Net and VAT by each VAT category.
Is this something you are currently working on and if so when would it be available to us.5 votes -
Hubdoc - Support CSV bank statement conversion for South African banks
Please add South African banks to the list of supported banks in hubdoc to covert bank statements to CSV
8 votes -
AU Tax - R&D Schedule to automatically fill Part B7 and Part B9
The R & D Schedule does not automatically pull through the following items in the tax return:
R & D recoupment amount (Part B -7) - This amount is required to be manually entered on the income tax calculation statement at label M, R & D recoupment tax.
Total clawback - additional assessable income (Part B - 9) - This amount is required to be manually entered in the reconciliation spreadsheet, Other assessable income, label B
4 votes -
Practice Manager - Client Search History
Client Search History: being able to see the clients in XPM that you have searched for recently/previous 24hrs. When needing to go back to a client you recently searched and updated etc and need to go back into same client or cannot remember client name etc. Would have thought this would be 'standard feature' as in other progams we use
3 votes -
Xero Tax - Add the Client Code field to the ITCRPT report
The Client Code field is not available in the ITCRPT report. Having the Client Code field available in all reports is a basic key function of any CRM, as it allows for proper data matching between systems, data cleansing, combining reports and analysis. Using the Client Code field across all systems is common practice.
We are trying to match and combine client lists from other systems to the ITCRPT report in Xero so key data is available for our teams on the one report. This is critical for lodgement management. Yet we are not able to do this, because the…
3 votes -
AU Tax - Report to show ATO due date and suspended date
Could you please add the field “[Tax Return] Suspended Until” to the fields available when you write an “Income Tax Client – ITCRPT” report.
This would allow a report of all clients we are ATO Agent for showing their tax return due date, status and suspended until date all on one report.
10 votes -
Xero Tax(AU) - Ability to create early Tax Returns for companies who switch from Financial Year to Calendar year
One should be able to create tax returns for Companies that switched their Financials years to calendar year, to avoid late lodgements. For Example, for the companies whose financial year is 1 Jan,2022 to 31 Dec,2022, need to wait till Jun 2023 to file their tax returns
28 votes -
Rules and the Reconciliation Screen
On the reconciliation screen in the bank account, if a transaction is being picked up by a rule, could we see both which rule it is being picked up by as well as the name, account, description, and tax details that the rule is using?
7 votesThanks for the idea, Garrett. This isn't in any plans at the moment, but we'll keep an eye on it as the team are thinking about this in the wider context of the bank reconciliation process.
In the meantime a workaround could be to include those details in the title of your bank rule. For example Supplier Name - Motor (20% VAT)
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Report Templates - Add a button at the top of the report page to "Create Report Pack" to add any report to adviser report packages
Reports - Advisor Report functionality recommendations:
1. Ability to add any report (including customized/saved/published reports) to Advisor report packages. I only see a limited selection of reports from the Add Report dropdown. I feel like I should be able to add any report I want.
2. Ability to add separator pages easily (like "supplementary information" page) that don't have the company name/date in the header. This would also be useful for adding a letter / accountant's report on letterhead.
3. Ability to customize the cover page for wording, layout, logo, etc.
4. Ability to create new Advisor Report templates from…19 votes
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