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For accountants & bookkeepers

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1408 results found

  1. The option to add a gross profit percentage to the non statutory profit and loss would be useful.

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  2. Ability to add reporting name when creating new codes in cash coding or manual journals. Otherwise you have to go into the chart to update.

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  3. Set a default Due Date when creating jobs that is not 'today'.

    7 votes

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  4. Remove a currecy added in error and never used, which makes reports more complicated than need be (Source AND GBP in every Transaction report, implying we are multicurrency when we never have been)

    14 votes

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  5. When a client uploads receipts, bank statements or other items to Hubdoc via the app or sends them by email, it would be nice to be notified at the end of each day if something was added. The accounting program that our office uses emails general email when items are uploaded into our portal. This is to ensure nothing is missed or overlooked.

    39 votes

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     ·  6 comments  ·  Hubdoc  ·  Admin →
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  6. Partnership LLP Accounts and Tax - SA800 for multi member partnerships. Including the ability to produce individual allocation report of profit/loss for both UK members and overseas members

    74 votes

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    36 comments  ·  Xero Tax  ·  Admin →
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  7. There should be an option of Payment date and Document date while generating “Sales Tax Report”

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  8. Sooo many suggestions! A shortcut CGT entry, could be easily done by making the boxes in the CGT summary clickable like the expenses area. Thereby not having to complete a full schedule for everything.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  9. Client full legal name should display on the individual tax return rather than their display (preferred) name. Or give us the option to choose which name should be pulled into which report.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  10. Can the personal tax screens/forms please show the relevant HMRC box numbers - like the Corporation Tax forms do?

    1 vote

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  11. I essentially would like a feature where we can invite clients with discuss only access or for the ability to discuss to be added to read only access.

    Where we have clients and we act as there bookkeepers there are instances where clients occasionally code transactions in the books which ultimately need to be reversed.. For these clients ideally they should provide us the info to enter as we are spending more time correcting incorrect transactions.

    We have moved to using Xero discuss over statement lines as are primary means of communicating with clients which seams to be great but…

    1 vote

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  12. History and Notes reporting or similar would be ideal to assist verifying time employees spend processing in a client's Hubdoc file.

    3 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  13. XPM Custom Report - Allow field selection & criteria to access client, tax & invoice data. We need to run a report that will check if a tax return was created within a date range and then check if any invoices were created during that same time. Currently we have created a custom report of clients who we have started a tax return for and then we manually have to check if they were invoiced.

    1 vote

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  14. IRD has $ for 3 provisional tax payment dates, however the Tax Payments listing only shows the next provisional tax payment due and misses the 2nd and 3rd ones until the date of each provisional tax payment has passed. It would be more accurate to have all tax payments showing on their due date regardless of the date of viewing.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  15. Requesting a feature that auto-populates client info in XPM via a secure link that we can send to the client, allowing admin team approval, enhancing privacy for sensitive data like TFNs, and reducing form completion errors

    3 votes

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  16. A section in Tax on XPM it notifies you that an ITR doesn't have bank account details entered before filing.
    This will help solve the issue of filing tax returns with missing client bank accounts for refunds.

    2 votes

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  17. We are getting an increasing amount of (sometimes angry) pushback from clients where when we add Administrators to our HQ account, they are automatically given full permissions over any linked client Xero files, as well as all our ledger files. We are a large firm with over 15 Administrators.
    Please give us the ability to CHOOSE, if we want to add all administrators to all files.
    OR
    Create an administrator role that doesnt need to add them as a USER to each client file.

    Imagine you have a Xero file for your own personal business, and suddenly notice 13 people…

    5 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  18. We would like to be able to run a listing of physical payments made to IRD by clients over a date range that shows the client name, IRD number, payment date recorded by IRD, tax type and the tax period/year that it was applied to.

    This would enable us to easily identify when clients pay tax to the wrong period.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  19. We have many individual clients who don't have a company or trust etc. Can there be a salutations field that can be used specifically for addressing them in invoices and tax letters that doesn't affect where they stand in the alphabetical order of things? If we update their display name, all of those clients would be under 'M' for Miss, Mrs, Ms or Mr rather that their first or last name which then throws reporting if you're looking for someone in particular in a list of people. Would be nice to have this carry over to Blue Xero so that…

    3 votes

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  20. AU Tax - It would save time being able to import deductions for individuals from an excel file.

    7 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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