1393 results found
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NZ Tax - import beneficiary schedule details and trust disclosure figures.
It would be great to have the functionality to import beneficiary schedule details such as current account transactions/balances and also import the figures for trust disclosure requirements.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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XPM invoice date order
We should be able to customise this invoice date order as a default setting, it opens in no order and having to click on the Due Date twice every time to get the invoices in order of latest to oldest to check before billing on every client is a real pain and waste of time when we have to do it so often.
We would appreciate you looking at making this a customisable setting very soon, thank you2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Demo Company be updated first on the rollout of new features
Could the Demo Company please be updated first when new features are being rolled out. Often want to test how a new feature works (eg the current Investment Boost in Fixed Assets) or take the Staff through training on the new features, without having to do this in a Client's live data.
If the Demo Company can have the features first, then can do testing and training of staff before see in the Client's live data.
Currently Client's have the new Investment Boost feature, and want to add new Fixed Assets using the Investment Boost, but presently can only do…2 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Hubdoc - Don't automatically sign out after 30 minutes
It's maddening having to sign in to Hubdoc so many times when I'm only using it sporadically throughout the day
41 votes -
ABN field in Hubdoc
I would like a field in Hubdoc to enter the supplier ABN number, that would then pull through to the ABN Field in the Contact in Xero please. This will be a huge help when bulk reviewing ABNs and GST Registration status. If the field could be clearly seen when processing documents it would be helpful so we can just double check against the document when processing.
2 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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financial settings
With the new layout I cannot star the financial settings anymore. please add this to the drop down
2 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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report for MTD for Income tax
Making Tax Digital for Income Tax
It would be nice to be able to export a report in a suitable format for clients to approve prior to submission
2 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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cancellation date of subscription
Provide a cancellation date on cancelled subscriptions. Just like it currently has "The organisation '' was originally created [DATE], it would be great to also have "The organisation '' was cancelled on [DATE].
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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AU Tax - Partnerships and trusts worksheet needs to include managed fund amounts
I have many clients with distributions from 'family trusts' as well as managed funds.
In an individual return the details are entered or prefilled as required, but the worksheet for Item 13 Partnerships and Trusts doesn't include managed fund distribution amounts. This leads to much confusion when clients see the worksheet at Item 13 and the amounts don't match. In this case the worksheet for Item 13 needed to be added to a separate managed fund worksheet six page later - and this was a simple return.
The worksheet at each question should show the amounts totalling the amounts reported.2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Reporting - Freeze header row
Would it be possible to freeze the header row on the screen when running reports.
4 votesHi Sally, just to check when you say you'd like to freeze the header row would this be the Report settings at the top of the screen?
Currently column headers in majority of reports are frozen so you can see these as you scroll through reports.
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CGT Discount method does not apply for assets owned exactly 1 year
Has anyone else experienced this in Xero Tax? Where you have an asset that is sold exactly 12 months after it was purchased, Xero Tax believes that you can use the CGT Discount Method. However the legislation indicatess that the asset must be owned for at least 1 year and 1 day before it becomes eligible to use the CGT Discount method.
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Hubdoc Statement Warning
Currently hubdoc suggests that a document is a Credit Note and to check before proceeding. Can this be the same when a document has Statement written on it. I find that statements are often processed as invoices causing duplicate payments within Xero
4 votesGood to hear that you find the Credit Note warning useful, Gayle. We don't have any immediate plans for adding the same for statements but we'll get a feel for the interest from your idea here.
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Only show what was lodged today
On Xero Tax, I would love to see a Button/Tick Box on the "Filed" page to only show the Tax Returns that were Lodged with the ATO that day.
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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More accurate reporting for disposal and acquisition of shares within Xero tax
For the capital gain worksheet, it can't enter the number of the shares sold and bought. Most of time, the shares sold and bought will operate in different time during the year, it is more efficient to have the number shares match between sold and bought figures.
And also can transfer the worksheet to another partner is they are 50%, reduce time to enter again.
1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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AU Tax - Filter Archived Tax Returns
Would be ideal when filtering tax returns this also applies to the "Archived" tab too.
3 votesThanks for the idea Steven.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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AU Tax - Superannuation Lump Sum Tax Offset
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,
12 votes -
Hubdoc - Allocate to any bank account
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.
14 votes -
NZ tax- Create tax returns for a future period
NZ Tax - Can we get the ability to create a future period tax return using the current years format. We would still need to submit the return manually through the IRD. It would be much simpler to create a draft in Xero instead of using the PDF versions from the IRD.
11 votes -
AU Tax - Automatic filing
Why can't Xero automatically file signed returns once the client has signed the document? Should be a fairly simple update for Xero to manage automatic filing instead of a person having to tick all and click file. Has this ever been considered? Knowing the suspend date is used to hold back a lodgement.
2 votesWe understand you are interested in a return filing automatically with ATO once your client has signed the return.For now, the process remains that a partner needs to click 'File' in Xero Tax after the client has completed their e-signature. This is because the client-signing process happens through a Portal and not in Xero Tax,, and the final action of lodging the return is designed to be a deliberate, conscious step taken by the practice. We have no immediate plans to change this workflow. The current separation of the signing and filing steps is an intentional part of our design, ensuring the final lodgment is a secure and authorised action from the tax agent.
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