1150 results found
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XPM | Jobs - Change order when moving time
When moving time to another job in XPM and you start typing the client name that the time is to be transferred to, it appears at the very bottom of the list, So you always have to scroll down the screen to see the job that you want to transfer it to. Could it please appear at the top of the list on the screen?
1 vote -
XPM - Report all business structure/tax types to see who is payable
It would be great if there were the ability to run a report of all business structure type Tax returns (AU, CTR, PTR, SMSF, TRT) with who is tax payable and refundable.
At the moment, we can do this for some business structure types, but not all and when adding in these columns, it immediately removes all clients.
1 vote -
AU Tax - Exclude Xero figures from worksheet when importing xero data
We 'import from xero' the data to preopolute the tax return. However, the P&L and Balance Sheet items appear in the tax return as a worksheet when printed. It would be great if this was excluded, but retained the other worksheets.
2 votes -
NZ Tax - Show the % RWT/DWT/ICA rate in tax statement worksheet/ Use of money interest
It would be good to see the tax rate deducted for RWT/DWT/ICA for interest and dividends when printed on the tax statements worksheet/schedules. Then you can see that the information has been entered correctly (ie 33% for tax on dividends)
Also be better to have use of money interest adding into the terminal tax date in the tax payment summary showing total payable, rather than a sentence above it!2 votes -
XPM - Allocation of job write off/on against users
We have just been advised that we cannot allocate write off/on to jobs rather against individuals or apportioned across those who have charged time to the job. At times, jobs are short quoted for reasons and it's unfair to impact someone's recoverability due to business decisions. There has to be a way to record such write offs without impacting staff or teams time directly rather recoverability of the job.
5 votes -
AU Tax - Rental schedules with comparatives on the same report
I have a client who holds 4 rental properties all of which had significant differences from the previous year creating a large increase in tax payable. They have asked for an explanation, and it would be more efficient and easier for them to understand, if the comparatives could be on the same report as the current years figures so they were only looking at 1 piece of paper for each property. You can see the 2 years information on the screen but it would be preferable for some meetings to be able to have a hard copy. Thanks
3 votes -
AU Tax - Add a Next button to the Managed Fund distribution
Add a next button to the managed fund distribution page in xero tax.
When a client has 10 or 15 managed fund distributions that have imported from the pre-fill you have to go back and click on the next one and it is hard to keep track that you have reviewed every single one. (And deleted the 0's this is a separate idea)
If there was a next button so you can just start at the top and work your way through all the distributions to review them it would make this much easier.
5 votes -
Xero Tax (UK) | Company & self assessment - Access in advance of the year end
Allow us to access Xero Tax in advance of the year end - company and self assessment - as it stands we cannot even set up the details/schedules we know we will need. In other software you could load up the information before the year end date had passed to give the client an estimate of tax liability as the year progresses. Furthermore, this allows you to load information as you receive it - e.g. Company Director dividends to self assessments as you complete company accounts
5 votes -
Notification of acceptance of a Xero subscription transfer
We occasionally have issues when transferring Xero subscriptions with the notification being missed by the other party. Is it possible for the subscriber to receive an email when the transfer period is due to expire and the other party has not accepted?
2 votesHi Jean, I see you've posted this under Xero HQ - Out of interest is this where you'd like to be able to see this sort of notification?
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Xero Tax(AU) | Hiding TFN - Also hide TFN in Distribution Income Section
In Individual income tax returns, where an individual received a trust distribution, the trust name appears to show the Trust's TFN in the name in the trust distribution income section. It will be great if the hiding TFN feature includes the hiding of TFN in this distribution income section as well.
1 vote -
Practice Manager | Costs - Drop down for standard costs
When entering a cost create a dropdown selection menu of standard costs that are setup in settings. Current system requires a prompt to type in the correct cost to appear and fill out preset cost and charge figures.
Also include a drop down to select staff member entering the cost. This would be a time saver for mileage and expense claims so you could filter a disbursement report quickly and submit to save double working.
2 votesAppreciate your feedback on how this would help when entering costs, Stewart. We don't have plans for this right now, but we'll start to get an idea of the interest here.
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Permissions - Additional Staff permissions for editing recurring jobs
Due to issues with staff editing recurring jobs but not updating the job name and/or description I would like to see the staff permissions for recurring jobs amended to have a dropdown list so we can limit staff access to editing recurring jobs but leave access to view, create and delete in the same way as with clients.
3 votes -
Xero Tax (AU) - Field for preferred contact method
If preferred method of contact area could be created.
1 vote -
Xero HQ: archived clients with subscriptions.
Be able to export list of archived clients, especially if they still have xero subscription that was missed to cancel. So that these can be easily reviewed.
We are paying Xero for no reason at all.
Also the ability to bulk change those archived clients eg cancel subscriptions
Perhaps when clients are archived there should be something to flag to remember to do something with the subscription eg cancel or transfer.
Thanks
12 votes -
AU Tax - Consistent rollover of percentages in individual deductions
There is a difference in functionality between D5 and D8 in the AU individual tax return form. When deductions are entered in D5, the default deductible percentage is 100%, and whatever percentage is entered here (eg 40% phone) is rolled over when the tax return rolls over to the next year.
In D8, the default deductible percentage is 0% (inconsistent with D5, easy to miss when quickly completing a tax return, requires you to manually type '100%' every line item - why would you enter a 0% deduction?) and the manually entered percentage does not roll over to the next…
2 votes -
NZ Tax - Include Rental schedule when filing return with IRD
IRD are asking us for details of our rental expenses - I would like the Residential and Commercial Rental schedules to accompany the tax return when filing with IRD - I can not imagine anyone wanting to do this manually.
5 votes -
XPM | Job Manager - 4 week view
Is there a way we can view 4 weeks worth of jobs rather than 2 weeks on the dashboard?
2 votes -
Xero HQ fixed assets - Lookup to ATO Effective Life
In the Fixed Assets module, it would be helpful to have the option to link to the ATO's Effective Life tables when adding a new asset. This feature would allow users to search for the Effective Life of an asset. It should also be possible to overwrite this value, allowing you to input a different number of years if they choose to self-assess. Having access to the ATO's guidance would be extremely helpful.
19 votes -
NZ Tax - Customise declaration
It would be good to be able to customise the Declaration that is just above the signing line in the Tax Returns. The default wording is quite broad, and it we would prefer to be able to customise it to reduce our risk. Clients are not always truthful in reporting all income, and we need to protect ourselves.
4 votesThanks for sharing this idea with the community. We can understand why being able to add specific wording to the client declaration would be useful.
This idea is open for voting and comments from the community, and we'll be keeping an eye on its progress to gauge interest.
In the meantime, while it's not possible to edit the declaration on the return itself, you can add your own custom text and disclaimers to a cover letter that you send with the tax return. This might help you manage the risk you mentioned.
You can learn how to create your own templates for this here: Customise the cover letter for a tax return.
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AU Tax - Warning for tax claim code A
individual tax return shouldn't validate if tax claim code A used in Medicare section but a spouse is reported , or should at least be a warning ...?
2 votes
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