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1408 results found

  1. Please can we have the ability to submit accounts and CT returns for CiC companies - this is the only thing that is preventing me from switching to Xero for all my submission needs.

    11 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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  2. 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.

    81 votes

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     ·  14 comments  ·  Xero Tax  ·  Admin →
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  3. 2 votes

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  4. Tax returns be rolled forward annually to assist with workflow tracking and planning.

    34 votes

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     ·  4 comments  ·  Xero Tax  ·  Admin →
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  5. 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…

    18 votes

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     ·  4 comments  ·  Xero HQ  ·  Admin →
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  6. Superannuation Lump Sum
    I am new to Xero Tax and trying to set up previous years tax returns for going live in FY2024.
    I have several clients that have been paid superannuation lump sums in the past and I am can't put the historical data into the return which is needed as there are limits on these payments

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  7. I've just set up a salary sacrifice for a cycle to work scheme in payroll. However there isn't an end date in Xero so I have to manually diarise a date to stop the salary sacrifice for the employees. Please could a box be added to automate this.

    13 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  8. Document Pack - Ability to add a person to Read Only (not Sign) in Document Pack - and the ability to select which ones they can see

    11 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  9. 1.Hubdoc can become very slow and mostly crashes when inputting the contact in the destination section.

    1. Hubdoc also slows when you use 'extracted tax rate' and 'generate line items' the box that comes up to input the data takes a while and then trying to scroll on the document with this box Infront it takes a while too

    2. I find that the when i generate line items I need to manually amend the tax rate on each line as its over calculated it by a few pennies and i am unable to do this

    27 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  10. Please add South African banks to the list of supported banks in hubdoc to covert bank statements to CSV

    7 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  11. 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

    25 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  12. Open up report fields so that you can select the "Tax Statement Balance" Field as well as the "Payment Amount" field. This gives us the ability to compare what XPM has as due and what the IRD has as due without having to export and complete complicated Excel actions.

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  13. Would be great to copy company access rights from one staff user to another. When a staff member leaves and inherits a portfolio of clients would be great to copy client access from one client to another.

    20 votes

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     ·  5 comments  ·  Xero HQ  ·  Admin →
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  14. some clients struggle to access their xero account to sign, but want us to lodge it first.

    We still need to resend the emailink to sign

    2 votes

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

    6 votes

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    Thanks 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)

  16. Provide the ability to import/refresh the clients refund bank account number held with IRD into the Tax Return. Currently seems like we are having to manually enter it on the tax return. MYOB has this functionality and it's great, saves time and typos.

    7 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  17. Our existing tax software has a summary page that is automatically generated and goes alongside the CT600 that includes the payment amount, due date, bank details to use and payment reference. I.e. a perfect 1 page summary to give to the client so they know what to pay.
    It would be great if Xero Tax could incorporate this into their solution so that the payment details don't have to be sent to the client separately.

    6 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  18. Make Secondary review points editable and able to be deleted as can the Primary review points. It's an obvious and frustrating omission for Users of Xero Workpapers.

    2 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  19. Client access to Report Templates
    In Xero HQ as a partner we have the ability to create report packages however it is only for use within our practice, it would be really helpful if we had the option to share these with our clients.

    69 votes

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    31 comments  ·  Xero HQ  ·  Admin →
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  20. HubDoc is a great app but it is frustrating to use in the browser version as the left hand column doesn't display enough characters and the user cannot drag-to-expand the column width.

    So to let us see the entire 'Tags' description please enable expand this column.

    2 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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