11 results found
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Tax Manager Client Group
Tax Manager dashboard should contain client group as a column and filter option. In practice you're often completing some returns for a group before others are ready or due, but at the end of the job this should be easily summarised on the Tax Manager Dashboard to ensure none have been missed. I'd also love a link to the relevant Job each return is connected to. In most cases they don't live on their respective client records but are grouped together under 1 compliance job per family group, per year.
5 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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The black tab colour for the new partner hub (including Xero tax) is too similar to workpapers!
I need to quickly navigate between multiple tabs open on my browser and the more tabs I have open, the less clear it is what they relate to because very little text shows up. Under the old XPM screen, the tab for Xero tax appeared with a green icon so I could easily use the visual cue to switch between a Xero tax tab and classic workpapers. The new partner hub including tax has black tab icons very similar to Xero classic workpapers (slightly grey) and it's very unclear which tab is which. See attached.
Please make the tab colour…3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Xero Sign free for Personal Tax Returns
Why is Xero Sign free for company accounts but not for personal tax? Xero state that this is because multiple people have to sign in multiple places on a personal tax return - which is not true in any case!
If a partner requires multiple documents signed in the one pack then of course Adobe Packs are a good way to facilitate this, but for one document signing it should be free as advertised!
Xero Tax is free for Xero Partners, which is fine as it isn't sophisticated or clever enough to be paid for right now. But to find…
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Xero Partner Hub Search bar
The Partner Hub Search Bar at the top right is now included in a three dot menu - can we please bring it back to sit on its own at the top. I don't want to be clicking all the time to get into the menu when it's such a frequently used feature.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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returns by month line graph
XPA - New dashboard is missing 'returns by month' line graph.
It was helpfull in that we could easily flick between tax years and see how this years line graph was in relation to the same time last year to get a feel on how our tax returns are progressing.I dont see this in the new dashboard.
Looks like we can remain on the old dasboard until 25th October. Could this date be extended out until the widgit is available on aworking on the new dashboard.1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Automatically create GST return on GST Job creation
It would be great if when a GST Job is created by a recurring job template, the GST return could also automatically be created.
We missed filing a GST return because a Job was created but return not yet started, and the Job Status accidentally changed to Complete so it was archived and disappeared from the screen & reports so no-one picked it up till after the due date.1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Jobs - Ability to customise Important Dates view
Job manager > Important dates
It would be good to be able to customise this view.
I would like to be able to select 'Milestones' from the 'Show important dates for' dropdown menu.
I like that the view shows three months, however, it's too expanded; I need to scroll down considerably to view the current date and future months. Considering it could probably not include less job information than what the calendar already shows, it may be helpful to have more options in the 'Show important dates for' dropdown menu, or the ability to customise the view (such as view…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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PLS Reports
With the change from XPM to XPH I was really hoping that the PLS Reports would be accessible from the Reports menu. As an accounting firm with a trust account for our clients refunds I have always found it frustrating that I have to go into settings to run the daily report. I know it's only a few extra steps but it makes much more sense for it to be listed under Reports, than in Settings.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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NZ Tax - Prompt for IR215 check for returns with WFFC or SL
If a return has Working for Families tax credits or a student loan a IR215 should really be attached to the return. it would be good if XPM NZ could flag that a verification message when audit checking / finalising "Should a IR215 be attached to this return" if its not already there.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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NZ Tax - Prompt for IETC claimed in error
It would be great if XPM had an error check for IETC claimed in improper situation such as receiving NZ Super or receiving Working for Families
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Xero Blue - Timekeeping AI app available
currently, recording timekeeping in XERO, and ticking off the steps in the activities is really disjoint. There should be a timer in XERO, not XPM, that can at least identify the client you are recording against, and you can then pick the activity and it record the time against it AND it give you the activity list so you can tick them off, and then forward the activity to the next person in the chain. it shoudl all be done within XERO, not XPM and XERO. thanks
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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