1029 results found
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AU Tax - Return status
It would be great to have two additional tax return status values, to more efficiently support the typical workflows of busy tax agents.
Waiting on information - return cannot progress until the client provides missing info.
Rejected - return has failed review and requires adjustment before it can be lodged.
1 vote -
Workpapers - Customise the Queries portal to brand colours
The queries portal is nice, but its Xero Blue - we'd love to be able to put our own branding on things much further beyond our logo.
1 vote -
XPM - Easy view of clients government gateway credentials.
Would it be possible to visibly see the Government Gateway currently set up for HMRC submissions for each individual client? At the moment I believe this isn't available, however it would be helpful to be able to view this information via Practice Manager
1 vote -
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 -
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 -
Xero Tax (AU) - Field for preferred contact method
If preferred method of contact area could be created.
1 vote -
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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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 -
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 -
XPM New Email from Job
If you send an email from the XPM Job it automatically adds the details as per the "name" field of the job as the subject in the email.
Please add the name of the client after the insertion of the "job name" field of the job in the subject.
If I do have a client with multiple entities, it can be confusing for the client as he does not know for which entity the mail is - he only sees the job number and the job description. If you look in history of your mails you can then also search…1 vote -
XPM - Collaboration to include All jobs option
Please add an option in collaboration to show active only or ALL jobs.
We sometimes receive mails after the job was completed(or billed) but then we must open the job to allocate any mails received.1 vote -
1 vote
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Xero HQ - Automate Dates in Company Minutes
I’d like to suggest adding an automated feature for populating dates in the Company Minutes, using the reporting date as a reference. This would eliminate the need to manually update dates throughout the document, saving time and reducing errors.
1 vote -
XPM - Multi currency invoicing and reports
Improve multi currency capability of XPM.
Currently, XPM only caters for invoicing out in the base currency and so invoices are done out of Xero. When it compes to KPI reports out of XPM, the info is all wrong. Invoice amounts pull through in invoice currency and not base currency, where as time is calculated in the base currency, these are incorrectly picked up as over and unders. Since there is no way to see what currency the invoice is in, reports from XPM are quite useless and differ significantly to profit reported in Xero for entities that invoice in…
1 vote -
Xero HQ | Clients - Ratio of transactions allocated to bank rule
In the list of client files, an indicator or percentage to show the portion of bank transactions allocated by bank rules to identify client files which can be optimised and more efficient by automation and bank rules.
If client files can then be sort by the indicator to then extract a list for action.
In xero files, for each transaction recorded by a rule could there be an indicator (ie "rule applied") to differentiate transactions manually recorded and recorded via a bank rule.
1 vote -
XPM - Ability to schedule in the calendar
XPM - calendar view rescheduling
Being able to move jobs in the calendar view to reschedule, without having to go through the "edit job" process.
1 vote -
Xero Tax - For the U.S.
In the U.S. Xero is one of the top accounting software companies. Its biggest competitor Quickbooks has several Intuit tax software products that integrate with each other. I would like to Xero launch Xero Tax in the near future as Intuit products aren’t as innovative, robust and user friendly. Glad to see this is available in other markets but would love to see it roll out here in the states
1 vote -
AU Tax- Ability to assign draft Activity Statements
Would love the ability to assign practice team members to activity statements so you can see from within Xero Tax the workflow of which team members are assigned to which AS.
1 vote
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