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1408 results found

  1. We would like to be able to hide or remove the Xero sample letter templates as an option in the Tax Payments page. We would like to remove them so that tax admin staff don't accidentally use those templates instead of our custom branded templates.

    7 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  2. The ability to sort Activity Statement "Transactions by Rate" report by 'account code'. This makes the detailed report much easier to review and pick up mistakes. MYOB has always had this function and it is a good time saver. Much easier to look through the report

    5 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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  3. Being able to complete timesheet using start and finish times as an option rather than just the option of filling out in hours/minutes spent on a job. This assists in tracking time throughout the day

    7 votes

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  4. Create Group from Client Profile Page - No need to go to Groups and create a group before or in the middle of setting up a new client.

    8 votes

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  5. From the client record, it would be useful to see a link to the tax returns, and from the tax return, a link back to the client record.

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  6. Currently if you are using auto-sync hubdoc will only allow either purchases or credit notes from suppliers, but not both. If auto-sync is set to purchases then credit notes uploaded are posted as bills, and vice-versa.

    Particularly for high volume customers it would be useful if Hubdoc could differentiate between them and post them appropriately on auto-sync.

    6 votes

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    1 comment  ·  Hubdoc  ·  Admin →
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  7. We would like to suggest an enhancement to the Xero payroll software that could significantly improve its functionality for our company.

    Currently, Xero offers download options for various pension providers, but we've noticed that True Potential is not among them.

    We propose the addition of a CSV download option specifically for the True Potential pension provider.

    Given that Xero already possesses the necessary data, incorporating this feature would eliminate the need for manual data entry and formatting, reducing the risk of errors and saving valuable time.

    Benefits of this enhancement:

    Accuracy: Automated data transfer minimizes the potential for mistakes during…

    5 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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  8. The current livestock schedule in trust tax return (and probably others) is insufficient.

    We calculate livestock on Market Value in the Financials and inset these figures into the Tax Return, then use the Reconciliation area to bring it back to Average Cost.

    This worked perfectly fine in MYOB Tax, as we could overwrite the average cost calculation in the livestock trading schedule. However in Xero Tax we can't overwrite the closing stock value.

    The best I've been able to figure is to eschew the livestock trading schedule altogether, inserting the sale under Other Business Income and manually filling out the…

    35 votes

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     ·  6 comments  ·  Xero Tax  ·  Admin →
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  9. All Returns - Filed Tab - please add amount of tax payable/refundable column

    8 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  10. 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.

    4 votes

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  11. New XPM Contacts that link to multiple clients shows archived contacts when search. This is confusion to know which contact to select when the client has archived entities, if use incorrect one then not using 1 main contact. Currently having to select each one till find the main contact with current contact info.
    Need to block out archived contacts from showing or atleast show a symbol against them so know not to select it.

    3 votes

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  12. Ability to auto-fill tax adviser details for all clients (as agents) rather than manually adding the details for each tax return/year.

    11 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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    Thanks for raising this idea, Abhaas. The tax adviser details will roll forward into the next year for each client, once added. But we totally understand that entering them in one place for all clients would be a big time saver.

    For full transparency, this is something we'd love to solve for you, but we currently are working on other items like importing HMRC data and supporting the SA107, so it isn't currently something that is planned right now.

    We definitely see the positives from auto-filling the tax adviser details so we'll continue to monitor interest in this idea and consider how this fits into our plans with making tax and practice management more integrated.

  13. For new suppliers in Hubdoc, the supplier transaction in Hubdoc at the top should continue into the Xero configuration - if it is in the Hubdoc transaction section it should continue to the bottom section in the xero configuration rather than having to enter it as a new supplier in the Xero section. Also it would be easier if xero was just to add the new supplier automatically rather than having to select add new contact every time.

    18 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  14. A combined lodgement confirmation report for all lodgement done on the same day.

    3 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  15. Currently, if I am looking at a Workpaper and I click on the Flag next to an account, I can add a Review Point for that account.

    That review point shows up in the list at the bottom of the workpaper.

    If I click the flag next to the account, I can see the review points that have been added to that account... but I can't see the replies to those review points and nobody can reply to them from that area.

    I have to scroll down to the bottom to reply to the review point.

    When I get to…

    4 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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  16. Thank you for introducing this for individual tax returns, but can you also create for all other form types?

    8 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  17. We want to be able to report on any clients with outstanding balances at any point in time, and be able to action it before the ATO start calling us or the client to chase the debt.
    There is already a report on the ATO Portal – See attached screen shot. The report contains any AS’s that are overdue and also shows any clients debt/credit they may have on the ICA.
    We also want to be able to safely ignore any and all statements of account that the ATO spam us with because often, they issue a statement of account…

    28 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  18. The ability to view/ create Reoccurring jobs within the individual Client. at the moment its a very different setup to create Reoccurring jobs.
    Additionally the ability to convert a single job to a reoccurring job. Will make creating jobs much easier.

    13 votes

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  19. Currently there are several system notifications in Xero Workpapers however there is not one for when the partner has approved the workpaper pack. This should then send a notification back to the preparer/manager to let them know the job is right to be finalised.

    26 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  20. It would be useful to be able to email tax returns direct from XERO tax. Returns sent by XERO sign can only be viewed by a client in their entirity prior to signing if they have an ADOBE account.

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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