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1364 results found

  1. 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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  2. 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…

    40 votes

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     ·  7 comments  ·  Xero Tax  ·  Admin →
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  3. With Xero Ask queries you specify a due date but if the query is not replied to there is no reminder sent to the client once the date has passed.

    Can we please have reminders automatically sent, much in the same way invoice reminders are sent.

    9 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  4. 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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  5. It would be very helpful if there was a way to produce a Taxable Payments Annual Report via Xero Tax. I have a couple of clients that are a large construction company, that uses SAP for its accounting. This is not SBR enabled, and does not produce a .tpar file in the format required for lodgement with the ATO. Currently they provide an excel, which has to be transcribed onto the ATO portal. It would be great if we could upload a csv to produce the necessary report and lodge via Xero Tax, and save us significant time.

    7 votes

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  6. Xero Tax (UK) Ability to bring across more than 30 Fixed Assets.
    I am really disappointed to find that after entering the Fixed Asset details into the register, Xero Tax only brings across 30. Can this be looked at as manual entry could be time consuming!

    5 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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  7. Why is Xero Analytics and Analytics Plus not available for Xero partners within Xero HQ? Is this currently in consideration because it would be extremely useful to promote to existing clients who are currently using other BI tools that have no API connectivity with Xero and making the financial analysis process much more complex than it should be?

    4 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  8. Farmers averaging schedule on personal tax. This is an averaging adjustment over 5 trading years and is essential for our farming clients.

    42 votes

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    9 comments  ·  Xero Tax  ·  Admin →
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    Hi everyone, we appreciate your interest and contributing to the idea here.

    While this is something our teams are keeping a close eye on, we want to be honest that for the time being we do not have any plans for developing automatic calculations for this with Xero Tax(UK).

    Atm, we're waiting to see how HMRC will support farmers averaging within MTD IT before making any plans to develop a solution within Xero. We will share if there are any updates surrounding this for you, here.

  9. It would be useful to have the ability to mark a document pack as complete even if some of the signatures are missing.

    We have had occasions where trustees refuse to sign via document packs after the clients have already signed. We then have to print the partially signed documents and send hard copies for trustees to sign.

    This leaves the document pack incomplete. The only option available is to cancel the pack, not ideal The ability to mark the pack as complete would be a great addition.

    15 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  10. Ability to create sole trader accounts on the cash basis to pull through to tax returns.

    6 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    Hi Claire, thanks for your interest in this idea. Although we haven't enabled the option to exclude a balance sheet from sole trader accounts within Xero HQ we wanted to share this very exciting update with you. We recently released a direct import of the P&L from Xero onto the self-employment worksheet within Personal Tax, without the need to map the account codes and generate a set of sole trader accounts.

    Previously we only supported an import from Sole Trader Accounts to Personal Tax which for some of our partners involved an extra step, particularly for smaller clients who typically only receive Income & Expenditure accounts. We hope by adding this functionality that you will be able to maximise the more flexible reporting capabilities within Xero to produce accounts for sole traders. This new feature is not simply an import either, it also supports cash-basis, allows you to manage the…

  11. Currently XPM does not send automatic birthday messages to clients. It is a very manual process.
    It would be great if birthday messages are sent automatically out of XPM.

    7 votes

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  12. In Xero Tax, you should be able to change the name format for all directors even if they've been appointed after the Accounts Year End. Currently if you've changed the name format for directors previously from 'SURNAME, Name' to 'Name Surname' when a new director is appointed post year end, they are brought into the company information page with 'SURNAME Name' format and there is no ability to change the format to 'Name Surname' to match the others so you then need to change the other directors to 'SURNAME Name' format to match. The ability to change format is a…

    13 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  13. A way to post partially dormant accounts when moving from trading to dormant within a tax year. Currently in Xero Tax, you'd have to choose between the options 'Active throughout part of the period for corporation tax purposes' where you can only choose when the company started trading. The other option you could select is 'Dormant throughout the period for corporation tax purposes' and then choose the option 'Company has traded in previous period, tax return is required'.

    Both options will allow you to create a CT600, however there isn't an option to choose when the company ceased trading or…

    5 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  14. The 'Next' button in workpapers, should be added at the end of the page (eg, A5 - Analytical Review) as this flows better for reviewers and saves time having to scroll to top of page when client has MANY accounts

    5 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  15. Set the demo company as the first company seen on log-in, or be able to set which one you want to see.

    I often use my laptop when speaking with clients and for a split second after logging-in I am on another clients business dashboard until I can grab the mouse and change it to their business. I don't think this is good business practice.

    15 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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  16. Currently only able to raise progress job invoice in client. abilitiy to raise both progress and final invoice would be better than having to go to invoicing to raise final invoice.

    3 votes

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  17. Please add in the fixed asset numbers in the new depreciation schedule. The old report had this and it made it very easy to review and reconcile. This feature is very much needed. Thanks

    11 votes

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     ·  2 comments  ·  Workpapers  ·  Admin →
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  18. Please could we update the Corporation tax Working paper in the UK in Working papers for Marginal tax relief.

    It's fairly useless without it as the final figure does not agree at all to the value of the CT. Unless it's fudged and then you can't see the computation.

    4 votes

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  19. Ability to move active jobs within a client so that when the automatic retrieval from ATO (+New Return, +New AS, +New CURNN) goes to the top job on the list. At the moment it automatically goes to the last job created. This wont necessarily be the job you want the automatic retrieval to go against. Should be able to sort the active jobs so that this can happen. We currently have to go into the automatic BAS created, delete it, open the correct job and create a new BAS from there.

    2 votes

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  20. We need a report that is cash basis and can have number of items sold during a time period. This report also needs revenue totals and allow a tracking category. Essentially this is to produce a report to determine Royalties that are due on some products that are sold.

    8 votes

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     ·  3 comments  ·  Workpapers  ·  Admin →
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