932 results found
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Xero Tax (UK) | Audit Report Inclusion
We have a number of sets of accounts that have been prepared under FRS102 1A but do still require an audit in the UK as the group as a whole exceeds more than 2 of the thresholds. There is currently no way to simply toggle on an auditors report, with additional free type text fields to file these via Xero Tax, which would be nice to be able to do and save us requiring another piece of software altogether for these clients.
9 votes -
Practice Manager: Ability to enter time in calendar view
Time Sheet Calendar.
One of the best features of APS is the ability to enter time in a calendar view. You can specify the time units ie 6min, 10 min etc and it presents a week on view for you to add time aka MS Outlook Calendar.7 votes -
Document Packs - Import into Workpapers
After receiving the year end document pack with Financial Statements and Tax returns signed from the client, I'd like to be able to immediately import this into the Financial Statements and tax returns area of Workpapers.
17 votes -
Practice Manager - RECURRING invoices in XPM
It would be great to have the ability setup recurring invoices directly in XPM for annual agreements rather than "pushing" recurring invoices similar to setting up recurring jobs in XPM.
19 votes -
Recording Statistical data
Xero should be having a feature Statistical GL where one can enter statistical information or numbers which are vital for analyzing business trends.
For example, If I am maintaining books of a restaurant and I want to record daily covers (footfall or number of customers) which can help me analyze revenue per cover, spend etc.
There should an option to create some designated ledgers to input and maintain these statistical information which does not affect any financial statements but can be used for business performance analysis.11 votes -
XPM - Ability to lodge NLA for TPAR
Add the Ability to lodge NLA for TPAR using Practice Manager, allowing clients to sign the NLA and submit to the ATO. The ATO now allows the submission online for multiple years in one Submission, we would like to use PM to submit all ATO forms and advices. https://www.ato.gov.au/business/reports-and-returns/taxable-payments-annual-report/lodge-your-tpar/tpar-non-lodgment-advice/?=redirected_TPARnilreport
17 votes -
NZ Tax - Add barcode/link to barcode in client tax letters
Following on from advice from IRD. Is this something that is easy enough to create?
See email from IRD.....
We are getting a number of customers to our Front of house (reception) who require a printed barcode to make their payment at Westpac. As you might expect, many of these customers are elderly and it has been some effort for them to go to Westpac only to find they need a barcode to pay so they come to see us… before heading back to Westpac with their printed barcode.
Most have, in the hot little old hands, a lovely letter…
23 votesAppreciate the meaning behind this idea to you all.
This is something we'd like to continue to track on the site here, however to upfront in order to generate the barcode there's work that'd need to be done on IRD's end to enable this.
We've reached out to engage them on this, but there is no immediate plans from our end, at this time.
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Document pack - History of reminders sent in Tax
Document Packs when resent do not update the "History" in Xero Tax. This means that the most recent reminder in Xero Tax can actually be much more older than that from the Xero Document Pack
Would be good to see the history in Xero tax use the dates from the reminders sent in the document pack instead of having to leave Xero tax to find out.
23 votes -
User Roles: Workpapers - Ability to give 'read only' access
We have staff accountants who work in teams. Ideally, we want them to have the "Manager Role" but when that is the case they can only see Workpapers they have created.
We would prefer to have the option to give staff with "Manager Role" the ability to see and edit all Practice current and/or archived workpapers.
The alternative is to give them a Partner Role which has a lot of other access we don't really want them to have (ie restore/delete, etc).
19 votesHi team, I'm happy to let you know that we’re working on a new Xero Workpapers solution, within which practices will be able to grant staff the ability to see all workpaper packs for clients they have access to 😊
In addition, it offers more control over staff permissions within Workpapers, including the ability to restrict certain actions to just administrators or reviewers.
We've just started rollout to Australian partners with more regions to come in the new year. Thanks again for your feedback and we'll post another update to confirm when released to all Partners.
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AU Tax - Import dividend and shareholder details
For PSAR, you can import an empdupe file to populate everyone's PSAR information (address, tfn, dob, name, etc.)
We want a similar function using csv import for company tax return when importing the shareholder details whom received dividends from the company in question. It was painful to manually enter 27 shareholder details and their divdiend payment through your company tax return schedule.
13 votes -
Xero Tax - Print Tax Summary as a separate report
Trust Tax Return Reports - Summary Only and Summary and Worksheets - to be able to print the Trust Reporting Requirements pages (Annual Accounts information, Settlor & Beneficiary disclosures) as a separate report. The Summary Only and Summary and Worksheets Reports be as previously, that is the one page summary of income & tax (plus Worksheets when selected).
17 votes -
Xero Tax (UK) | Company Tax Return - option to change approval date
Please could we have the option to change the Corporation Tax Return approval date in the same way that the Accounts Approval date can be changed to reflect the actual date the client signed the accounts and tax return.
Or better still, we could just have one are to change the approval date and it would update both the accounts and corporation tax return
We have been embracing Xero Tax for all our company accounts and tax returns this year, to really identify what still needs to be addressed and provide that feedback before we abandon our existing software.
6 votes -
NZ Tax - Ability to copy rental schedule to new tax return
Ability to copy a rental schedule to another tax return for a property shared 50/50 with the asset workpaper. Also ability to copy asset schedule to another rental schedule within the tax return.
13 votes -
Workpapers - Ability to create historic packs (6+ years old)
Ability to create historic workpaper paper packs over 6 years old would be helpful for those clients that need their accounts brought up to date and need to prepare financial statements over 6 years old.
9 votes -
AU Tax - Automatically tick yes on ETF pre-fills with CGT
I refer to CX0012896524
1/ when a prefill has an ETF, and said ETF has a CGT component (18H) can xero just auto answer YES in the cgt worksheet bit? As oppose to the user (us) having to go through each etf, select YES2/ There is a bug
I get this error
Total current year capital gains is incorrect ( CMN.ATO.IITR.730456 )
Total current year capital gains must be greater than or equal to the sum of all current year capital gains from managed funds reported for the individual in the attached Income Details scheduleThis error seems to…
7 votes -
Practice Manager - Add date to apply custom task rates
Custom task rate - although the charge out rate can be amended for individual tasks for a member of staff, there is no "from" date that can be specified so it is applied to all un-invoiced WIP. It would therefore be very useful to be able to have the ability to put in a date from when the new rate should be applied.
8 votes -
Practice Manager - Automatic time tracking by client
Xero to automatically log the time you spend in each client and summarise monthly/ average 12 monthly.
No stop/start. 10 minute auto logout.
Advantages: no additional work for the user
Disadvantages: not an exact science.13 votes -
Singapore Tax - GST F5 for foreign currency ledger
Singapore Tax - Create a GST F5 for foreign currency ledger. It is now a pain to do GST reporting for a USD reporting company.
14 votesThanks for sharing and supporting in this idea, everyone. Right now, developing GST F5 for foreign currency in Singapore isn't in our roadmap.
Currently, Singapore organisations can access the GST Audit report that shows the base currency, FX value and Singapore dollar value information you’ll need to meet IRAS requirements.
You can also use the Foreign Currency Gains and Losses report to show the gains and losses needed for IRAS reporting.
We'll continue to get a sense of the interest in this idea, and if there are any changes will share news with you here.
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History & Notes - Track changes to Client Xero Subscription
It would be really helpful if I was able to produce a report showing our clients Xero Subscription and a change history showing a clients subscription has been changed from what to what and when the change took place.
8 votes -
Xero Tax (NZ & AU) - Print multiple returns at once
Being about to print multiple Tax Returns by selecting the box in Returns and having a print options, it would be amazing if you could also select to redact Tax file numbers or choose to print them.
At the moment I need to print 17 today, I have to go into each individual client and select the tax return, select to print etc. It would save a lot of time being able to print multiples10 votes
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