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New Xero Workpapers

Welcome to the new Xero Workpapers forum! This is the place for partners to share their experience and feedback.
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New Xero Workpapers

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How could Xero improve the new Xero Workpapers solution?

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3 results found

  1. Workpapers - Different entity types

    Need to be able to use workpapers for other entity types such as Trust, Partnerships, Sole Traders. At the moment everything is tailored towards companies, which isn't helpful when the business operates under a different structure. This also makes the export to the tax return useless

    4 votes

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    0 comments  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  2. Workpapers - Adjusted net profit (include draft journals) on the tax reconciliation

    Adjusted net profit (after taking into account draft journals) should be shown on the tax reconciliation workpaper. At present, the journals need to be posted before the net profit amount on the tax reconciliation is updated. As we would like to review the journals before they are posted in Xero at the same time all other workpapers are reviewed, it would make sense that the draft journals also flow through to the tax reconciliation.

    2 votes

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    0 comments  ·  Workpapers  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  3. Workpapers - Income Tax should never default to NA Not Applicable. Franking Credits should never default to Not Started for Trusts.

    I started a Workpaper pack for a Trust.

    Workpapers defaulted the statuses of the following workpapers:
    - Income Tax: NA Not Applicable
    - Franking Credits: Not Started

    This is silly. Income Tax applies to every entity.. Franking Credits only apply to companies.

    6 votes

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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

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