15 results found
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New Xero WP to include All Files Under XPM or Xero HQ not just shared by Master Admin
We encountered a problem with New Xero WP wherein Xero Account file wasn't able to upload Xero file of client because it was not shared by Master Admin user of our practice. Wherein this case will not always be applicable because we are holding number of client and we cannot share all access to Master Admin. So we client is just sharing access to Accountant managing his file and tax return. Will it be possible to include all Xero Accounts under Xero HQ or XPM instead of depending on Master Admin access?
9 votesHi 👋 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.
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Workpapers - Delete uploaded documents
When a document is uploaded then removed from a workpaper, it stays in the background when "Attach document" is selected. We need to be able to delete these if it was added by mistake or outdated.
22 votesHi 👋 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.
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Workpapers - Lock Down Preparers from editing Completed Workpapers
Currently when an individual set of workpapers are marked as Completed, they can be then changed by a Preparer without it alerting the reviewer that the Workpaper is now not reviewed for that change.
Once a workpaper is marked as completed, if any change occurs after this, it should be changed to In Progress immediately automatically (similar to how it changes from Not Started to In Progress). This would prevent that Workpaper from being changed without the reviewer being alerted.
I would have deep concerns about knowing all Workpaper integrity has been maintained without this feature or a feature like…
17 votesHi 👋 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.
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Workpapers - enable Enter to activate Attach button after pasting a URL in Attach URL screen
After I paste the URL on the Attach URL screen, I want to click Enter.
My hands are on the keyboard. I don't want to have to move them to the mouse.
In original Workpapers if I pasted URL, tab Type the title and clicked Enter, it would Add link.
11 votesHi 👋 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.
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Workpapers - Fix Income Tax workpaper that incorrectly shows current year June PAYG installment
Despite the fact I raised this years ago, it was ignored when building the new Workpapers (ironically, this workpaper is one of the few that mimics the original Workpapers layout).
The Income Tax workpaper (attached):
a. correctly shows 4 x current year PAYG Instalments in the 2025 Tax to pay/(refund) section
b. correctly shows the prior year June PAYG Instalment in the Balance sheet income tax reconciliation section
c. incorrectly automatically includes the current year June PAYG Instalment (copied from the section above), in the Balance sheet income tax reconciliation section99.99% of the time, the prior year June…
10 votesHi 👋 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.
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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
2 votesHi 👋 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.
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Include archived accounts
Currently when importing a file into XWP's any archived accounts aren't imported in. This creates an issue with asset and liability accounts especially that could be easily missed as part of the YE process.
Easy example here is a bank account that was active in the 2016 fin year has been closed and archived in 2027 FY. When generating the XWP's later on that account is missed from the import and potentially we'd miss the relevant backup evidence and rec's usually associated.
I'm not chasing a filter in XWP's or anything, just that the standard import setting be to include…
2 votesHi 👋 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.
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Allow attachments to comments/review points.
It is very difficult for reviewers to attach screenshots and documents to review points as currently it is combined with the rest of the documents.
This is a frustration across our practice.
2 votesHi 👋 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.
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Workpapers - if we're going to be splitting up the P&L accounts.. EXP.DIS accounts should not be on the Expenses workpaper
Profit distribution accounts might have an EXP in the report code (and Xero might force us to use Expenses as the account type in Xero).. but they're not expenses.
Xero has split Revenue, COGS and Expenses across three workpapers.. but still lumped profit distribution accounts in Expenses.
10 votesHi 👋 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.
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Workpapers - don't use decimals for fields Taxable Income and above. The tax return does not allow decimals, the workpaper shouldn't either.
The tax return doesn't allow for decimals.
When people use decimals on an income tax rec (before/up to taxable income), we end up with rounding issues and incorrect tax expense calculation.
Taxable income must be a round number, all of the inputs into the tax return to calculate taxable income must also be a round number, therefore it makes most sense to make the workpaper only allow round numbers (up until the point decimals are allowed in the tax return, which is when the tax expense is calculated).
9 votesHi 👋 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.
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Workpapers - show workpaper completion on the All Workpapers screen (and why are you using a checkbox for this?)
Lol. I just noticed that the checkbox in a Workpaper says Mark Accounts as Completed.
How unintuitive is that?
On the All Workpapers screen the checkbox is for selecting (and performing functions). This makes sense, even if it is ridiculous the million steps you need to take to deactivate a workpaper.
Why would you have the icon exactly the same but have the behaviour completely different?
Why wouldn't you put a heading above the checkbox to explain what it is for? (If it's for marking the account as completed)
Why can't we see that the accounts in that workpaper are…
7 votesHi 👋 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.
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Separate investment income and profit appropriation into separate workpapers
Currently all income accounts are listed under 'revenue', and while MV expenses and wages are in their own workpaper, profit appropriation accounts are lumped with all other business expenses. Could we have a separate workpaper for things like dividends & distributions, as well as a profit appropriation workpaper?
1 voteHi 👋 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.
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New Workpapers - Subheadings/Titles for notes
Enabling subheadings/title for notes on the notes page. This was really helpful in the old workpapers as you could easily navigate to specific areas
2 votesHi 👋 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.
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Workpapers - I don't need a whole other workpaper for one account (Wages)
It's bad enough having 3 workpapers for the profit and loss... I can't change where any of the accounts go and now Wages (1 account) is split off into its own 😅
5 votesHi 👋 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.
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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 StartedThis is silly. Income Tax applies to every entity.. Franking Credits only apply to companies.
5 votesHi 👋 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.
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