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  1. Problem: Xero connected to the ATO for activity statements. Client prepares monthly IAS (PAYGW only), Adviser prepares quarterly BAS (GST and one month's PAYGW). Adviser has to disconnect from ATO to finalise BAS in Xero and import into Xero Tax (to be able to send to the client for electronic signing and then making lodgement to the ATO).

    Solution: make it possible to finalise the AS in Blue Xero without disconnecting from the ATO, allowing Client to continue submitting IAS to ATO from within Xero and Adviser to import into Xero Tax to send for e-signing and lodgement.

    5 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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    Hey team, just wanted to give you a quick update on this idea that's been in "Under review" for a bit.

    While we did explore this further, we unfortunately had to put it on hold for now. We totally get how improving these connections would help you here.

    It is still on our radar, and as soon as we can dedicate more focus to it, I'll share any news and progress with you.

  2. It would be useful to have deductions in tax returns checked to categories established by ATO Benchmarks.

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  3. The ability to copy and paste TFN's the same way you can with email addresses, so that you can paste into the TAP.

    5 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  4. It would be great if there was an 'Other' category tagging option under PPE.

    We have PPE in our ledgers that doesn't sit under any of the options currently available.

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  5. To have a column in the return screen that shows the detail of the tax return (e.g. estimated tax payable / refundable and / or the Taxable Income amount).

    Purpose: To make the accountant easily review the tax summary returned.

    31 votes

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     ·  6 comments  ·  Xero Tax  ·  Admin →
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  6. Ability to have alert when action is required for a tax return

    Purpose: being able to react and action items quickly when needed. Prompted rather than manual checking.

    18 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  7. To have the feature where there’s an alert in Xero HQ when a return lodge is rejected by ATO.

    Purpose: This will help Accountants can easily know which Xero org that the return was rejected by the ATO.

    24 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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