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1408 results found

  1. To be able to view a list of documents that have "not" been published to Google Drive or DropBox. With the ability to filter and bulk publish would be a really useful feature to have

    3 votes

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    1 comment  ·  Hubdoc  ·  Admin →
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  2. We need a Trust Estimate to be included in Trust tax returns for ALL types of trusts. Xero recently added a trust estimate but it is for Deceased Estates Less Than 3 years only. This is not useful. This type of trust is a very small percentage of the trusts that our firm has.
    We need the estimate to be able to calculate -
    - Deceased Estates More Than 3 Years
    - Discretionary Trusts where there are Foreign Beneficiaries
    - Discretionary Trusts where there Minor Beneficiaries
    - Discretionary Trusts where there is no beneficiary presently entitled

    95 votes

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     ·  11 comments  ·  Xero Tax  ·  Admin →
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  3. There needs to be functionality to have multiple trusts or superfunds with the same name i.e. Smith Family Trust or Brown Family Superannuation Fund, as ATO does no require these to be unique, without causing issue with invoices in Blue Xero or having to change the name in XPM to differentiate and have to change the name again each time you lodge. Same name trusts and superfunds is not uncommon.

    15 votes

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  4. One of my clients found it very confusing when trying to view & sign a document within Xero sign, as she said there was not an option to view the documents before signing...

    She only saw the option to "Click to Sign" - I advised her she could click this option & would then be able to view the documents before signing, but she was very upset that this option was described as "Click to Sign" & suggested that it should be changed to "Click to Review & Sign" instead.

    This would have then been self-explanatory in her mind &…

    7 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  5. Account number to be synced to XPM from Xero. This unique account number/code is very useful and would be great to be automatically synced. Further, if, just like in Xero, it is a set field in XPM that notifies you when you are duplicating a code that has already been used for another client.

    6 votes

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  6. Would love the ability to efficiently reassign clients in bulk within XPM, using tickboxes (like in the jobs list) to select the relevant clients and reassign to a new accountant. The import/export feature is clunky and often errors on import. A quick and easy way to complete this function would improve client experience when a new accountant joins the firm.

    75 votes

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  7. The ability to bulk upload/import Recurring Jobs via .csv file, in the same way you can Bulk Import Jobs that are not recurring.

    This allows for each row to have the copy/paste capacity for overlapping criteria and can be quickly created through a spreadsheet (which could stem from an Export of your client list to 'schedule' your job creation throughout the year).

    One import for an entire client base would be considerably more streamlined and efficient.

    56 votes

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  8. It would be good to be able to run a report of all Xero clients that have unfiled STP, or be able to view at a glance on XeroHQ. This would assist in making sure clients are meeting their compliance obligations quickly rather than go into every client to look at the Payroll Overview.

    3 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  9. Could xero consider reducing the size of text/fonts on the screen. I don't need super extra large enormous text to do my work. Everyone walking past or coming to speak with me can read my screen and see bank details and values, employee names and $ amount and so the list goes on. I have already asked if there can be a bland landing page so that bank accounts (Including balances) are NOT the default screen. Anyone standing nearby can see this information when Xero starts. Both of matters limit confidentiality and most users don't need this sort of exaggerated…

    6 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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    Thanks for getting back to me on your needs here, Janet. I'll move the idea back to submitted as we don't have direct plans around this atm. We'll get a sense of the interest from the community here and will keep you updated if any progress is planned.

  10. Can we get the allocate expense to customer added as a feature on bank rules and cash coding to simpify and speed up the process for allocating customer expenses for recharging.

    4 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  11. I know this is not critical for the reporting accuracy of Xero within, but it would be a great help to those who extract many times a report from Xero and have multiple clients handling. I hope Xero Support can find ways to be consistent in their naming convention by default. And not overriding names thru Report layouts. Thanks!

    6 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  12. In the Bank Rules it would be very helpful to have a tick box that allows the full original description from the transaction in the bank, to be allocated when you reconcile the transaction.
    Much like the Set Reference as 'reference/description/etc' option but specifically to include the original transactions detail.

    E.g. Bank rule & contact would be: 'Pharmacy'
    - but the original description in is a transaction from 'Boots £3.50' or 'Superdrug £14.00' so when you apply the bank rule and you check the transaction in 'Account transactions' under the specific nominal (e.g. personal care), the description would say the…

    4 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  13. When preparing future year return, in my case, FY2025 tax return for one individual client, even though it shows 2025 tax year, Xero tax is actually FY2024 tax rate for calculation. So the result is not accurate. Will Xero Tax fix this issue in the future?

    3 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  14. Ability to add multiple email addresses for tax payment letters.
    This would be great if looked into very soon.
    We have been manually entering additional email addresses which is a bit of a worry if a character is misspelt.
    When copy and paste is used the changes get made to all clients and is a real disaster.

    14 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  15. Hi,

    When completing Deceased Estate returns in Xero Tax, it seems as per the screenshot provided the newly added estimates does not calculate the Super Lump Sum Tax Offset given the complexity and nature of the Lump Sums.

    Is there a way to have Xero Tax calculate the estimate with the Super Lump Sum Tax Offset taken into consideration as it has been in the past on MYOB? This way we can obtain a more accurate estimate of the tax payable for the Trustee.

    Thanks,

    3 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  16. Please make it possible to allocate expenses to any bank account while in hubdoc. That way a lot of time is saved when reconciling transactions to the bank account.

    4 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  17. Should be able to filter by duplicate items so you can quickly go through "duplicates" and then get on with the ones that aren't duplicated

    10 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  18. Make a force sync button from Xero to Hubdoc.
    E.g. adding a new account in Xero takes a while for it to eventually show in Hubdoc.
    Unless you have to disable and reactivate the Xero-Hubdoc link

    Why not a button, that just 'force sync' the new chart of accounts into Hubdoc?

    11 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  19. On the IR3 2024 tax return it is currently labelling the tax liability after provisional tax paid as 2024 residual tax to pay. It should say "Tax to pay" or "Terminal Tax to pay". It is incorrect and confusing to have the tax before and also after provisional tax to both be labelled as residual tax. In communications when we are advising on provisional tax obligations we reference the obligation being based on 105% or 110% of residual income tax and now that is not clear for the client which figure we are using. In addition under the 2025 provisional…

    9 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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    Hi team, we appreciate your insight into the confusion this label can cause. This is something our product team plan to address and make a change for within payment summary for 2025 IR3.

    I'll be back to share more updates as this is worked on.

  20. Where the individual client title has been changed to "Executor for" or "Representative for" the declarations should also be updated with this information. Currently the declarations still just use the individual name, who may be deceased or unable to sign on their own behalf.

    4 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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