1204 results found
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Xero Tax (UK) - Allow accounts to be signed by current directors rather than those in place during the year.
Imagine that the worst has happened and the entire board of directors were eaten by sharks on the first day after the year end.
Currently Xero Tax pulls the list of Directors from Companies House for the year in question, so
while new directors could be appointed, none of them would be selectable to sign the Director's Report or Balance Sheet in Xero Tax. On the other hand we would be able to select Directors to sign the accounts who in this hypothetical situation were busy being fish food.Please change the signatories so it selects from current Directors at…
3 votesThanks for raising this, please do look out for the sharks! Atm, Xero Tax pulls the information at the date the filing is created so providing they're directors at that date, they should be included in the company information we receive back.
This'll include all active directors, whether they're appointed in the year of afterwards.
However, we're planning to improve this to offer more flexibility around the Directors information, including improving the format of the names themselves. We'll be in touch when we have more detail to share.
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AU Tax - Ability to change Capital Gain Tax discount percentage
When completing a tax return for foreign residents we needed to adjust the discount rate for the property that they had sold. Xero had no way for us to change the discount percentage so we said that we used the other method to not include discount and then added the discount we should be able to claim to the costs in the Capital Gain Worksheet. As per Xero Support this was the only solution. Can you please incorporate a way for us to change the discount rate of a CGT event?
14 votes -
Xero HQ - Export list of users for each client
Enable the ability to generate a report that includes users for each client organisation that includes users who are not staff members so that you can quickly see if the correct and relevant people are accessing the Xero file and know if you need to remove users who shouldn't be there.
9 votes -
Practice Manager - Filter for GST filing frequency
Can you please add the GST filing frequency as a field to filter on when creating or building reports relating to GST.
This is currently not an option to enter when adding a new client, would be great if you could though.
2 votes -
XPM | Recurring jobs - Label place holders
It would really make my life easier if you could please allow the [Month] [Year] option to label on the task for recurring jobs. This would allow us to see in blue Xero the label of the task namely month and year when invoicing our clients. This would be really helpful when identify numerous jobs and tasks for the same client as the job name does not appear on the invoice in blue Xero. Also, with using the [Month] feature, it would roll over in the next recurring job on its own.
3 votes -
Xero HQ - Bulk set and edit client lock dates
It would be extremely helpful if there was an option to set multiple lock dates for various clients at once, so that we don't have to go into each client separately each month. It would also be helpful to have this option on Xero HQ with a view to their current locked period as well.
5 votes -
UK Personal Tax | Include top slicing relief on schedules of data
Please can you include the workings (which are long and complicated) for top slicing relief on an insurance bond gain in the "schedule of data" report which I find to be very basic compared to what my previous tax software provider included. Otherwise it is fiddly and time consuming to check this manually.
1 voteThanks for your feedback and sharing with us through the idea here, Zoë.
It'll be good to get a gauge of the community support through your idea here. We don't have any plans for adding top slicing relief on an insurance bond gain atm, but we'll share if there are any changes for this made.
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XPM - Matching client and export codes
The ability to have client codes and export codes be the same to make it easier when bulk updating manager and partners
4 votes -
Match VAT Payments to VAT report
Would it be possible to match a VAT payment or refund to a VAT return?
This way we could easily manage the status of VAT payments?1 vote -
Conversion toolbox - Monthly historical TB Upload Feature
Option to import historical TBs monthly instead of annually.
1 vote -
XPM Timesheets - Represent timesheet entries as blocks on a calendar
Timesheet view and function similar to outlook calendar. Where it shows your timesheet entries like meetings on your calendar.
- It would be quick and easy to identify gaps you are missing
- Being able to drag them to extend or reduce entries
- Being able to copy and paste an entry. Make for faster input.
49 votes -
XPM - Timesheets Quick Keyboard shortcuts
Per the attached screenshots, it would significantly increase efficiency to be able to use quick keyboard shortcuts when entering timesheets. Specifically the + and SAVE buttons, as almost everything else can be entered using the keyboard alone.
9 votes -
Practice tools - Dashboard for client bank feed status
I'd like a dashboard showing all clients listed under our organization with all banking details as well as in the moment bank feed status (ie: is the bank feed active, does it needs to be refreshed, has it dropped). This would enable those that have many clients under their organization to work smarter to fix bank feeds as soon as they're down without delays.
96 votesHi team, thanks for engaging us on the idea here. We appreciate more visibility of client bank feeds would help when managing and serving your clients day-to-day.
With the new Xero Partner Hub homepage we are designing and developing a range of widgets to help partners manage their practices. Right now, we're developing a Bank feed disruptions widget that'll help you identify any disruptions to bank feeds that affect your clients feeds, helping you to fix bank feeds as soon as they're down without delays.
This is in development atm, and I'll share an update when this becomes available within Xero Partner Hub.
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Practice Manager - Ability to associate a CURNN from a Job to multiple clients
see CX0015898344
I was told that when you create a job for client A, you can only create CURNN for client A.We are unable to make CURNN for client A's association - such as their spouse, their business (company, trust, partnership, etc) or any client in client A's group.
To do a CURNN for client A's spouse, i would have to create a job for the spouse then create the CURNN.
1 voteThanks for your feedback here, Christopher. Appreciate you have also shared detail around this with our specialists at Xero Support, however just highlighting that ideas in the forums here are for the community to support any detail you can provide through the idea directly here will also help other community members understand and support your ideas.
We don't have any immediate changes around this planned, for now you'll want to add a New CURNN to each individual client. We'll continue to keep an eye on the community support for this here,.
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UK Tax | Support PLCs
Please could we develop Xero Tax to be able to recognise UK Public Listed Companies (PLCs) and have the ability to file Corporation Tax returns through Xero
1 vote -
Practice Manager - Use Collaboration Manager to automatically add Notes to clients
It would be great if we could use Collaboration Manager to assign emails directly to the Client, rather than a Job or a Quote. These emails would then be automatically stored under the Notes tab in the Clients screen.
2 votes -
Practice Manager - Choose Job Client over Billing Client when Invoicing in XPM
When invoicing a job for a client that has a Billing Client I would like to able to sometimes invoice the Job Client instead of the Billing Client. Currently if there is a Billing Client exists XPM forces you to invoice the Billing Client.
3 votes -
Xero Tax(AU ) | Business Schedule - Individual Worksheets
We have some clients that have multiple businesses under their personal names. Can we please have individual worksheets for each business to input income and expenses which then automatically totals into the business schedule in the main form?
At the moment in XERO tax, we need to put the grand totals into the business schedule, then split the amounts across the businesses for each expense/income line item. This is not practical as we generally receive separate figures for each business, not a grand total.
87 votes -
Workpapers - Schedules with Xero figures & check box
Ability to have schedules with both figures from Xero and checkboxes within the same schedule.
3 votesHi community, we’re excited to announce that we're rolling out a new Workpapers solution. Considering the ideas raised for Workpapers in these forums our product team have done their best wrap many key requests into new Xero Workpapers!
As highlighted in this idea, within the new solution there are customisable checklists and workflows, including check boxes designed to give you a clear and simple way to track and manage your review and sign-off processes. Our goal is to streamline your compliance workflows and reduce the need for manual tracking.
We're releasing this in stages, starting with early access in Australia, with a progressive rollout to follow. I'll share more as this lands with everyone through this idea.
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Workpapers - Ability to create confidential workpapers
Having the ability to create a separate set of work papers for the practice that is confidential and not visible to all users.
At the moment staff can see the practices private and confidential financial information.9 votesHi everyone, we're working on a new Workpapers solution which will build a foundation that can support more granular access controls in the future.
We have plans to enable the ability to restrict access to sensitive workpapers and documents, ensuring only the right people can view or edit them, and all actions will be auditable. We'll be rolling the new solution out in phases, and we'll keep you updated on the progress for permissions through this idea.
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