Homepage - Add a tracker for deadlines (such as tax due dates)
I would like to set and track deadline dates on the dashboard for each client relating to statutory and other submissions (i.e. provisional tax / monthly management reports / tax return submissions / etc.).
Marcus Petzer
shared this idea
Hi everyone, appreciate the tractions on this idea.
It's clear that having key tax and compliance dates visible on the dashboard would make it much easier to plan ahead and ensure due dates are met. When those deadlines live outside of Xero, it can mean extra admin and more mental load than necessary.
I’ve moved this to Gaining Support so we can capture interest and share with the product team how valuable this added visibility would be.
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Katie Richmond
commented
Would like the important dates calendar added to the dashboard
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Jenny Dow
commented
Instead of a task widget, have a calendar that could be customized that automatically had due dates and tax deadlines etc would be helpful. As long as it was able to be edited to add custom data like reminders, significant dates, etc.
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Marco La Palombara
commented
add a Calander function to remind of bills to bay by date ect
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Zoe Altmann
commented
Homepage - Activity Statement Widget.
This widget should show the total amount due as per the draft or finalised Activity Statement and the due date as per if they self lodge or lodge via an Accounting or Bookkeeping agent. A widget with no amount information is of no use to anyone.
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Laura Fryer
commented
Show when the next GSTreturn is due on the homepage along with the balanced owed and when. The UK Xero has this function, make it available to NZ!!
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Adam Hicks
commented
This would be a really useful feature - so simple. Hard to understand why it's not already available.
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Cristina Ferreira
commented
Show due date for VAT, PT or CT depend on client/ organization
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Natasha Tonkin
commented
It would be great if the Dashboard in Xero could be set up with multiple reminders (widgets maybe?) which show date reminders for that businesses specific next tax liabilities filing due dates (by current/most recent) Eg. Show date next PAYG Withheld IAS is due (usually monthly), Quarterly BAS is due (usually quarterly), Payroll Tax due (usually 7th of the month, or 6mths or annually), Annual Payroll tax (date varies per State in Australia), Pay Run payment date (weekly, fortnightly or monthly etc). Also the Annual Tax Return due date as per that businesses entity type and reporting/financial year. These could be based on the financial and tax settings of that Xero File (including GST, PAYG Withheld and PAYG Income tax, financial year set up in settings etc)
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Allan de Lautour | Chrisp & Davidson
commented
Add GST Return due in the tasks box
A lot of clients miss the reminder from IRD that a GST return is due, as reminder in Tasks would reduce this risk -
Sharon Scales
commented
Allow businesses to adapt their Xero Dashboard with "Widgets" such as reminders of submission dates for next payroll run, CIS submission, VAT Return etc. Also show current outstanding values for net pay, CIS & PAYE/NIC payments, VAT payment/refund.
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Simon Munro
commented
The current warnings of approaching and especially passed deadlines for tax filings, tax payments etc look to me to be very low key and as a consequence I have missed deadlines despite checking in every day. Such warnigns need to be more prominent as default on Dashboard. Larger organised users may not wish this for approaching deadlines so perhaps an option for the current "low key" warnings, but presumably everyone wants to know if they have missed a deadline.