41 results found
-
Xero Tax (AU) - PAYG Instalment Estimate Worksheet improvements
Could we get a PAYG Instalment worksheet please, with an option to tick if a client is a new entrant to the PAYG instalment system and a field where we can enter the expected lodgement date of the tax return. These fields can then drive the PAYG instalment estimate for the current financial year.
Currently Xero just estimates the instalments for the four quarters which isn't always correct. For example if we lodge a return in November and the client is entering the PAYG instalment system for the first time, there's no way to zero out the September quarter without…16 votes"Thank you for submitting your feedback and highlighting the improvements that are important to you. We have reviewed your suggestion, and it is open for community support.
To help your idea gain traction, we encourage you to share it with colleagues who would also benefit so they can cast their votes. Additionally, other members can leave comments to provide further context on how this change would enhance their experience with Xero."
-
AU Tax - Bulk selection and status updates
Returns Management User Interface (UI) - "All" Tab Improvements/Customization
To improve handling returns by adding bulk selection and status update functionalities on the "All" tab of the Returns Management interface. Also, suggesting having a customizable UI to best fit our workflow preference.
Key Features:
Action Buttons
- Located in the table header, these buttons perform bulk actions such as "Approved", "Out to Sign", and "Sign". They remain disabled unless one or more return items are selected.Checkbox
- Each return item has an associated checkbox to allow selection. By default, these checkboxes are unchecked.Select All / Deselect All
-…40 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.
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 🙂
-
AU Tax - Pull client date of death into return
It would be useful for the client date of death field to automatically be pulled into the relevant tax return if field to save manual look up and entry when entering client tax returns.
6 votesWe appreciate that with date of death now available as a field on a client record that some users would like to see this automatically pull through to the relevant tax return.
While we don't have direct plans of this right now we're keen to get a sense of interest in this from our partners in community.
-
Xero Tax(AU) - Cover letter Placeholders Estimated Division 293 Liability (or warning that will be payable)
It would be great to have a cover letter placeholder that alerted the client to the estimated Div 293 that would be payable (as the superannuation contributions worksheet) and that the ATO would issue a separate assessment. The note on the estimate is not prominent enough and easily missed by clients. Having it default on the letter would be another opportunity to make sure the client sees it.
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.
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 🙂
-
Practice tools | Tax Statements & Payments - Indicator for roll forward notes
For notes made in Tax Payments: these need to be split into 2 areas, (1) notes pertaining to that provisional installment and, (2) notes that will continue to roll forward.
It is crucial that even if the installment date has passed, the notes are still visible. Also from the main Tax Payments screen we need an indicator on the client row to show that the client has an active note (with the ability to archive a note as well).
55 votes -
Show all activity statements for a job in the information tab, not just the unlodged ones
Since the change to the partner hub, this has disappeared.
I cannot be the only one who accessed activity statements from the job and not the tax returns tab?
They disappear into the tax return tab abyss now.
3 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
-
Activity Statement Result Display
The Activity Statements in Xero Tax need to have the total payable/refundable at the top of the screen like the Tax Returns do. It would be nice to see the result when you're on a different page than the summary page.
3 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
-
Need alphabetical list of clients to be in order of LAST name, not first.
We have individual clients' display names set as "Joe Bloggs", not "Bloggs, Joe", so they look sensible on their tax returns etc.
But this means that when you see an on-screen list of Tax Payments Waiting Approval, or if you display or print a report, the individual clients show up in order of their FIRST names which is not logical and can make it difficult to find them on the list. This is also a problem with the reports.
The report field "Client" gives you the "display name" for individuals and the "name" for non-individuals, so all the individuals are…
3 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.
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 🙂
-
UK Tax - Ability to run per tracking category for sole trader accounts
We have set up tracking categories in xero - one for Land & property and one for Self employment. I want to be able to import the data in to their tax return. I normally generate on xero tax the xero sole trader accounts to then be able to import these into the tax return. However, when i do the sole trader accounts, it pull through all information - L&P & SE. I only want the SE bit so i can add this to the SE section on the tax return. I have asked xero support if there is a…
3 votesThanks for sharing this idea. We appreciate you explaining how filtering sole trader account data by tracking category could support your tax preparation workflow.
As you've mentioned, tracking categories will be utilised to support multiple businesses for MTD for IT, however this isn't available with Xero Tax for sole trader accounts preparation.
We've reviewed your idea and now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
-
Tax Returns
I’ve noticed that following the recent update to the Partner Hub, tax returns are being automatically added to Non-Compliance jobs and flagged as “ready to start” within in the job, with a start date of 01 Jan 0001.
This is causing confusion for staff, particularly because many of these returns are not linked to tax jobs and are instead appearing under corporate secretarial, superannuation, and BAS jobs.
When opening the return, the only prompt is to select the year and add it to the workflow.
As a result, we now need to manually check each job to ensure a return…
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.
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 🙂
-
Xero Tax - Ability to have a custom template for CURNN
I would like to be able to create a custom cover letter to go with the CURNN.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
-
Final Review tick in Xero Company accounts and tax module on Xero HQ for new Beta accounts
When using the new Xero Beta FRS102 IA module based in Xero blue, You can lock the accounts to be sent for signature. But this is not reflected in the Xero Company accounts and tax module on Xero HQ, where the lists of what has and hasn't been done for workflow is kept. It seems to continue to show in progress in the status bar as well. This is important for maintaining Audit trails of who does the review and when things can be sent out.
The final review on the CT600 is still there.1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
-
AU Tax | Trust Tax Returns - Multi business Worksheets
After discussion with Xero support it would be beneficial to have the option for multiple business worksheets added to the Trust Tax Returns.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
-
Prefill payg instalments paid/raised in tax returns
It would be good if Xero tax is able to prefill the PAYG Instalments paid/raised in the tax returns.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
-
CGT Summary (short form) worksheet
Recently switched over to Xero Tax and am astounded at how cumbersome it is to enter CGT events. The attached pic shows how simple it can be and is what I would consider essential when selling numerous shares.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
-
Client link in Tax Manager
I love the new Tax Manager screen in XPM - with Ready to Start. It would be handy if we could click on the Client name to go to their record.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
-
Xero Tax (UK) | CT600 - Land remediation tax credit
Make it possible to claim Land Remediation relief against profits. Should be a simple box addition to the existing form layout. Similar to how R&D currently is where you can claim against profits but not claim the credit when in a loss position.
Top marks for if you can set-up both1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
-
Tax (AU) assessment flag for trusts
I have a number of Trust clients where we expect an assessment. The ATO takes a LONG time to issue these, so I think it would be good to have a similar Notice of Assessment flag like we do for individuals, so we can see which are still outstanding.
Not all trusts have assessments but we should be able to trigger this by the question on the front page of the return about whether the trustee has tax payable.1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
-
AU Tax - Single Login for Consolidated Client Signing History
Add functionality to merge client accounts used to access previously signed returns (via portal.xero.com). This would ensure that when a client updates their email address, their full record of signed tax returns remains intact and accessible through a single login with the new email. This eliminates the need to log in with multiple accounts to view the complete history of signed returns.
3 votesHi everyone, thanks for supporting this idea, and letting us know the changes that matter most for you. We can see why a consolidated history on signing would be useful.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
-
NZ GST and tax returns Mark as Approved and Mark as Signed
It would be good if the "Mark as Approved" and "Mark as Signed" buttons in XPM were different colours rather than the same green. It is very easy to click on Mark as Signed in error.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
- Don't see your idea?