1354 results found
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Including IR4J as a Return Type in report builder
when we have a report that we would want to specify the type of return e.g. ir3, ir4 there does not seem to be the IR4J specifically for when we file a IR4J on its own for members apart of a consolidated group and only require to file their own imputation return.
It would be great if this could be included as this helps when reporting our internal filing stats.
1 vote -
Practice Manager | Permissions - Add new staff member to all reports
When a new team member starts and you want to give them access to a large number of custom reports in XPM you need to add manually one by one for each report. Would love to be able to select a group of reports and add new team member in one go.
4 votes -
XPM | NZ Tax - Client filing notification
Do not understand why if a client files their own income tax return with Inland Revenue and an assessment is issued why this is not updated in XPM, issues arise that we have no knowledge of assessment so affects Provisional and Income tax notices
1 vote -
Hubdoc - Create New Contact option from Hubdoc
When adding invoices through HubDoc when there is a new contact that needs to be added, it would be great if the option to create a new contact (supplier or customer) was available in HubDoc, rather than having to start typing in the contact filed & then having to wait for HubDoc/Xero to catch up.
10 votes -
XPM - Sort timesheets by column headers
Would be great to be able to sort the timesheets by the column headings. They are blue but don't actually do anything when you click on them.
1 vote -
Hubdoc - Allow additional settings for folders
I like how Hubdoc separates the data extraction to "Transaction Details" such as Supplier, Amount and Date. from "Destination Details" Such as Account code and contact..
We use Tags on the app to create Folders in hubdoc that organise team Expenses & Budgets.
It would be good to be able to set additional Folder/Tag settings in hubdoc that could over ride the Global Supplier settings in hubdoc when a tag is added.
Allowing for the Suppler to remain the same but the contact, Tax rate, account and tracking categories to be applied from the Tag/Folder settings.2 votes -
Chart of Accounts - Include tax rate in US chart of accounts
The US version of Xero doesn't have a tax rate column in the "Chart of Accounts" tab. In other regions of the world (like Australia & England) their version of Xero has access to see that information.
It seems like a simple addition, as it has already been done, that could only help out those using Xero in the United States.
2 votes -
Xero Adviser Financials - Farming | have multiple P & L's for different farms/orchards in group
For large farms/orchards or multiple businesses in the group, needing a P & L each for each Farm and Orchard. Then a combined statement P & L bringing all the totals together with the group overhead expenses. Currently have to do separate custom reports in Xero then paste in, would be good to have it all formated in one spot not doing multiple reports and copying and pasting. Currently using another accounting software provider to do the financials and only using Xero to collect the date, would be good to have it all in one spot
1 vote -
AU Tax - ATO warning for Crypto Currency and CGT disposals when validating returns
we can now do a prefilling of a return very easily, however, we still need to go into the ATO website to download the full prefilling report (approximate 2 -3 minutes) to find any ATO warnings such a Crypto currency transactions or Capital Gain Disposals for shares....or even worse the client has a warning about excessive prior year deductions claimed. If this was to come across when Xero did the download ATO prefilling and come up on the Xero warning when you validate the returns ...this would save time and potential missing of these warnings
5 votes -
Hubdoc - Integrate with Google drive to upload invoices
It would be good if I could setup a google drive file/directory where we can drop invoices into it and they are automatically uploaded to Hubdoc. Other products do this but I would like to fully migrate
2 votes -
Xero HQ | Reporting - Bank feeds per client
A report showing which clients are using which bank feeds.
This would allow easy updates to client and internally when we become aware of a bank feed causing duplications or other errors.3 votes -
AU Tax | Fringe Benefit tax - Comparisons
Comparison year for FBT return.
14 votes -
Recording Statistical data
Xero should be having a feature Statistical GL where one can enter statistical information or numbers which are vital for analyzing business trends.
For example, If I am maintaining books of a restaurant and I want to record daily covers (footfall or number of customers) which can help me analyze revenue per cover, spend etc.
There should an option to create some designated ledgers to input and maintain these statistical information which does not affect any financial statements but can be used for business performance analysis.8 votes -
Xero Search - Ability to search clients from Xero Tax(AU)
And before someone tries to tell me XPM is a premium product and that's why it has additional functions like search 🥴 search is not a premium feature. We just want to be able to search for a client without changing from Returns to Clients page.
1 vote -
Xero Tax (UK) | Company Tax Return - option to change approval date
Please could we have the option to change the Corporation Tax Return approval date in the same way that the Accounts Approval date can be changed to reflect the actual date the client signed the accounts and tax return.
Or better still, we could just have one are to change the approval date and it would update both the accounts and corporation tax return
We have been embracing Xero Tax for all our company accounts and tax returns this year, to really identify what still needs to be addressed and provide that feedback before we abandon our existing software.
5 votes -
AU Tax - Automatically tick yes on ETF pre-fills with CGT
I refer to CX0012896524
1/ when a prefill has an ETF, and said ETF has a CGT component (18H) can xero just auto answer YES in the cgt worksheet bit? As oppose to the user (us) having to go through each etf, select YES2/ There is a bug
I get this error
Total current year capital gains is incorrect ( CMN.ATO.IITR.730456 )
Total current year capital gains must be greater than or equal to the sum of all current year capital gains from managed funds reported for the individual in the attached Income Details scheduleThis error seems to…
6 votes -
Xero HQ - Bills Due for Payment
On the Xero HQ screen a column to show if there are any bills due for payment
1 vote -
NZ Payroll - Report on list of Payroll employees earnings at the EOFY
We would like to be able to do a list of Employee at the end of year with total earnings, PAYE, Employer and Employee Kiwisaver etc.
You can list now but it lists every date and you then need to drop out to Excel and do all the additionals. Very time consuming if you have a number of employees.
1 voteThanks for providing that extra clarity, Kay - apologies for the confusion!
As you've found, the Annual Earnings Certificate displays the information required, but splits each employee in to a seperate page.
I've updated your title to reflect that you'd like this report in a list format, and shifted it back to 'submitted' so we can keep collecting votes and feedback.
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AU Tax - Affiliate scheme for non-BAS / tax agents
Ability to become an affiliate if not a BAS agent or tax agent.
I am a chartered accountant with a finance coaching and Virtual CFO company but I am not a BAS or tax agent. I use Xero, train clients on Xero and recommend Xero to all of my clients and would recommend there was an affiliate scheme without having to be a BAS or tax agent.3 votesHi Lucy, to make sure I understand your idea here. When you say an affiliate would that be an affiliate to make use of AU Tax as a product or more broadly the Partner Program that Xero has for Practice users ?
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Xero Tax (UK) | CT600 - Amend with HMRC with NO accounts to be attached
With the UK corporation tax submission, we should have an option to choose to include accounts with amended CT600 or not?
4 votes
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