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For accountants & bookkeepers

For accountants & bookkeepers

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  1. 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

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  2. We have a numerous comments and feedback from clients and staff, that it would be great to have an option to include a reviewer of the documents even though their signature is not required. It would be nice to be able to share this information to group entities where the information is required by other individuals/entities within the group.

    1 vote

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  3. 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

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  4. 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

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  5. 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

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  6. 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

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  7. Comparison year for FBT return.

    14 votes

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    3 comments  ·  Xero Tax  ·  Admin →
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  8. NZ Tax - Ability to change a tax payment letter to nil. This would be great if we could get the payment override box in the tax payments area to accept 0.00.

    3 votes

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  9. 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

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  10. Xero Sign - It would be great if there was an indicator to let us know that one or more clients within the one document pack have signed the documents. (if it is sent to multiple people) We only get notified once everyone signed.

    6 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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    Appreciate feedback on our recent update - We've slightly updated the title of this idea to reflect a desire for email notification.  


    Just to note for anyone coming across the idea - within the document pack details you can view how many people have signed the document, including who signed. See our example of what this looks like  🙂

  11. I would find it very useful to have an unlinked depreciation schedules in Xero Tax. Including amortisation schedules for borrowing costs and also assets that are used for business and employment purposes creates efficiency by including it in the return.

    6 votes

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  12. 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 YES

    2/ 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 schedule

    This error seems to…

    6 votes

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  13. On the Xero HQ screen a column to show if there are any bills due for payment

    1 vote

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  14. 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 vote

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    Thanks 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. 

  15. 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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  16. Being able to see in XERO HQ the STP 2 status of all clients without having to open each file. Would save time and make it easier to manage.

    2 votes

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  17. Is there a way to have invoices push from Xero practice manager to Xero with the tax code there of GST Free Income.

    4 votes

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  18. We'd like to create a custom tax report which identifies individual client who have claimed a deduction at Item D12 so we can double check we have the notice of intent to claim on file.

    13 votes

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  19. We use Huron Community Bank and would like Xero and Hubdoc to extract data .

    1 vote

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  20. In XERO as at today when you set up a salary sacrificed arrangement, the amount being sacrificed by the employee will be added onto the employer's contribution and appear under the employer's field for reporting purposes.

    But when you need to submit the pension report to the pension provider portal you will need to separate employee and employer contribution. It will be much easier to download the report, at least from the pension filings option, that shows all the breakdown of all information as it needs to be so it can just be uploaded in the pension provider portal without…

    3 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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