966 results found
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Practice Manager - TPAR Form
Add a TPAR tax form in Xero Practice Manager (XPM) so that we can generate signing pages like we can with a BAS or PSAR. When lodging via a client's Xero file or the ATO portal, we tick a box to say we have a declaration from the client, authorising us to lodge their TPAR, but there seems to be no report we can print to show them what we're going to lodge, nor signing pages that they can sign, so meeting this declaration requirement is proving difficult.
Also should be able to print a draft/published TPAR from a client's…49 votes -
Practice Manager | Select multiple relationships at once
It would be great if we could have the ability to apply multiple relationships to a single entity at once, perhaps as a multiple checkboxes. So for example, when setting up a company, we might have one person who is the Director, Secretary, Public Officer and Shareholder but at the moment we need to add these in one at a time.
49 votes -
Xero Practice Manager - Create recurring job from existing task
Able to create recurring tasks from an existing task.
Purpose: It’s easier to just create a recurring job from an existing job, rather than creating a new job.
49 votes -
Classic Workpapers - Export workpapers to pdf in Bulk
Classic Workpapers - the Ability to export workpapers to pdf in Bulk. In preparation for the end of the classic workpaper, so that we can upload to our document management system for future reference and audit requirements.
48 votesThanks for your feedback on bulk PDF export for Classic Workpapers. We appreciate you letting us know the changes that matter most for you.
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.
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NZ Tax - Tax Payments (Notices) generated for Working for Families
Product Enhancement idea: have the ability to generate notices (Tax Payment letters) for clients who have been overpaid WFFTC and need to repay the IRD.
48 votes -
XPM - Report audit trail
Audit trail to see who has created / amended / deleted custom reports. We had a situation where a report was deleted and unable to identify who had inadvertently done this.
48 votes -
XPM - Branch / Department Feature
We wish we could use different sequence numbers for each branch and each department in one organisation.
48 votes -
XPM | AU Tax - Automatically email lodgment confirmation to clients
I'd love to have the ability to get XPM to email clients once their returns are lodged to confirmed it has been done. So many clients ask for confirmation and emailing each one takes time, a simple email from xero would be great.
48 votes -
New Zealand Tax - Summarised Consolidated Tax Position
Have the ability to run a report to include in the Financial Statements that is a Group Summary, so includes all selected entities within a group and details all amounts payable or refunds due for all upcoming provisional and terminal tax dates (regardless of balance date) and a Net Tax position
47 votes -
XPM - Lock timesheets when a draft final invoice has been prepared.
XPM - Lock timesheets when a draft final invoice has been prepared.
We are having issues with staff adding time to a job when there is a draft Final invoice that has been created. Then the invoice is approved and the added WIP does not get picked up and sits on the now completed job for us to stumble over months later. It makes sense to lock the timesheets when a Final invoice has been drafted.47 votes -
NZ Tax - Edit payment schedule on tax return
Xero tax software needs to be amended so that a provisional tax payment requested based on the previous year plus 10% shows up as the first installment of provisional tax due in the xero tax return even though the client hasn't made the payment but is required to have paid by the 1st provisional tax date. At present shows as 0.00 which is incorrect based on the inland revenue rules. So at present have to copy the tax return to a pdf export to word and then manually amended the tax return to show the correct tax payment that was…
47 votesHi everyone, sorry we've not engaged here sooner. We want to share an update to provide some detail here.
Currently, if no payment is made on the first provisional date, then the amount owing moves to the second provisional date. The payment schedule is optimised to show payments in the future and will not reflect missed payments - There are no plans to make a change to how the payment schedule works.
On this basis, if you feel the schedule is incorrect we highly encourage you connect with our Xero Support team via Xero Central so we can take a closer look to investigate based on your specific case. Thanks
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Practice Manager - Warning message when timesheet entries overlap
It would be great to get a prompt or warning message that will appear when adding overlapping timesheet entries in XPM. Currently an 8hr day and end up more if time has been entered in twice....
47 votes -
Xero HQ - Report template - option to include a custom column similar to custom row
Add a custom column similar to a custom row into reports.
This would be used to include quantities for livestock reports, for automating % of trust distributions payable to beneficiaries prior end of June.
This currently can't be done in reports.
46 votesThanks for sharing this idea and for explaining the practical ways this could help in your reports.
We can see why this would appeal to firms preparing financial reports.
We’ve updated this idea so it can gather wider visibility and input from the community. From here, other customers will be able to add their support, vote on the idea, and share more detail about how they’d use this in their own workflows. We’ll also continue to post any future updates on the idea here so you can follow along with any progress🙂.
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Multi-currency - Remove currency
Remove a currecy added in error and never used, which makes reports more complicated than need be (Source AND GBP in every Transaction report, implying we are multicurrency when we never have been)
46 votes -
Xero Tax (UK) | Automatic calculation of farmers averaging adjustment
Farmers averaging schedule on personal tax. This is an averaging adjustment over 5 trading years and is essential for our farming clients.
46 votesHi everyone, we appreciate your interest and contributing to the idea here.
While this is something our teams are keeping a close eye on, we want to be honest that for the time being we do not have any plans for developing automatic calculations for this with Xero Tax(UK).
Atm, we're waiting to see how HMRC will support farmers averaging within MTD IT before making any plans to develop a solution within Xero. We will share if there are any updates surrounding this for you, here.
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AU Tax - Franking Account: Ability to reorder rows chronologically
When entering in the Franking Account in a tax return, you should be able to reorder the rows if you enter a date that is not in chronological order. Or alternatively, the system should be smart enough to re-order the rows based on date.
46 votes -
Practice Manager - Link multiple Xero organisations to one XPM profile
Be able to link multiple Xero files to one XPM client.
45 votes -
Practice manager | Clients - History (new clients and amendments)
Currently is it not possible to generate an exception report showing new clients added during the previous month, quarter or year. This is an important piece of reporting for CRM purposes. Similarly, it would be nice to generate an exception report showing client changes with appropriate attribute filters.
45 votes -
Practice Manager | Jobs - Bulk Reallocate Staff in Recurring Jobs
Recurring jobs allow for staff allocation. When you need to amend these reallocations they have to be done one by one. We would like to be able to make these bulk as they can be in live Jobs.
45 votes -
Individual Income Tax Return - Future Year Return - Tax Rate
When preparing future year return, in my case, FY2025 tax return for one individual client, even though it shows 2025 tax year, Xero tax is actually FY2024 tax rate for calculation. So the result is not accurate. Will Xero Tax fix this issue in the future?
44 votes
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