61 results found
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AU Tax - Automatically pre-fill PAYG instalments paid or raised into tax returns
It would be good if Xero tax is able to prefill the PAYG Instalments paid/raised in the tax returns.
6 votesHi Sharleen, appreciate you raising this idea. We understand that having PAYG instalment details flow through to tax returns would help make the process smoother and reduce the need to manually check separate records.
We'll continue to track interest and engagement for our product teams to understand the value of improving how PAYG instalment information flows into tax returns.
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NZ Tax - 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 voteThanks for raising this suggestion. Automatically generating a GST return alongside each recurring GST job could improve efficiency and help ensure every job has a corresponding return ready to work on.
We’ve updated the status to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and let us know how you’d expect the process to work.
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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 voteThanks for sharing this idea. A targeted audit prompt for the IR215 form on returns containing WFFC or Student Loan details could provide an extra layer of confidence during tax return reviews.
We’ve updated the status to Gaining Support so we can continue tracking community feedback. If this would improve your workflow, add your vote and share how you’d like the validation to behave.
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NZ Tax - IR3 Warning if IETC claimed when individual has NZ super income
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 voteThanks for sharing here, Claire.
NZ Tax already does a check for Working for Families(WFF) and if there's a WFF schedule attached then the IETC boxes are disabled.
We appreciate how a warning for when an individual has NZ super income, and this is something our product team will consider. For the time being we'll get a wider sense of interest through your idea here.
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Xero Tax (AU) - Contact number toggle on tax return cover
Add toggle on tax return cover page at daytime contact number section for client phone number or agent phone number similar to postal address and banking details and have information from client manager auto filled for phone number and email address
5 votesThanks for sharing your idea, and letting us know the changes you'd like to see to the tax return cover page.
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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Xero Tax (NZ) - Change colour of Mark as Approved and Mark as Signed buttons
It would be good if the "Mark as Approved" and "Mark as Signed" buttons in XPM were different colours rather than the same green. It is very easy to click on Mark as Signed in error.
6 votesThanks for sharing your idea relating to changing the colour of the buttons in XPM, and 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 - IETC part year calculations up until entitlement for Best Start payments commences
Why will the IR3 Tax return not let you claim the IETC for the number of months a client is entitled to, before Best Start payments start. It will calculate the IETC for the 9 months in the return but as soon as the Working for Families schedule is added with the Best Start Payments boxed ticked it changes the calculation to NIL.
You would think that the IETC calculation would remain or could be manually over-ridden so all calculated amounts would show on the tax summary for the client. This could be flagged when an audit of the tax…
2 votesHi Joanne, appreciate you raising the idea with us here.
Just to confirm how this currently works - in the Xero Tax IR3 form, IETC is tied to the income amount entered in the return. The question that asks whether they're eligible is part of the form logic, and will determine if your income or status is non-qualifying. If this is the case it'll mark IETC as unavailable.
While we'll get a sense of the wider interest in a change for this here, we want to be upfront that we don't have any short term plans for changing this forms logic.
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AU Tax - Option to Sign & File from the To sign screen
It's so annoying, when I'm on the To sign screen, and someone has signed (Returned) a tax return (or multiple) I select it (or them) and have to click Sign, then I have to click To file and wait for the page to load, then I have to click File.
On the To sign screen there should be a Sign & File button, so that I can (if I want) select the Returned tax returns (once) and click Sign & File, the same warning screen before I "sign" can show, and when I click OK, it signs it AND submits…
1 voteAppreciate you bringing this to the community, Sam. Having a combined Sign & File action in the To sign screen could reduce the steps involved in lodging multiple completed returns.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and share your preferred workflow.
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AU Tax - Option to show TFN when printing return at any time
At the moment, we can only print the tax return to show the TFN before changing the status to out-for-sign. The option should be available at all times to enable printing the tax return with the TFN when required. We have received a few requests from banks asking for the tax return with the TFN, but we aren't able to reprint it once it is lodged.
2 votesHi Ribert, thanks for highlighting this. We can see how being able to print or download a lodged tax return with the TFN visible could be helpful when clients need to provide documents to banks or other third parties.
Currently, the option to display the TFN is only available before the return progresses beyond certain stages of the workflow. Once lodged, the TFN is masked on generated copies to help protect sensitive information.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular scenarios where you regularly need to reproduce lodged returns with the TFN visible, we'd appreciate hearing more about those use cases.
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AU Tax | Trust Tax Returns - Multi business Worksheets
After discussion with Xero support it would be beneficial to have the option for multiple business worksheets added to the Trust Tax Returns.
4 votesHi everyone, thanks for sharing this idea. We understand you’re looking for a way to manage multiple business activities within a single Trust Tax Return.
The suggestion is to support multiple business worksheets within one return, making it easier to capture different business streams separately while keeping the tax file organised.
For now, some practices use external spreadsheets to consolidate and track this information before completing the return. We'll continue to track the interest on this idea here.
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AU Tax - Deductions for motor vehicle claims and depreciation against partner distributions
The ability to create depreciation and motor vehicle schedules against share of partnership (and some trust) distributions is critical. Cannot believe it isn't available.
1 voteThanks for highlighting this suggestion. We understand the request for partner-level motor vehicle and depreciation deductions to be reflected directly in the Partnership Tax Return.
We've updated the status to Gaining Support so we can continue tracking interest. If this could be useful, add your vote and share your thoughts.
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NZ Tax - Add Status to filter options
You can create filters in the Tax-Returns view but Status is not an option. While there are separate tabs in the view for Draft/Completed/Approved etc it would be more useful to be able to filter to see everything except Assessed in one place.
1 voteThanks for taking the time to share this idea.
We understand how useful it would be to have Status available as a filter in the Tax Returns view. We’ll move this idea to Gaining support so we can gauge interest from the Xero community and help our product team better understand the demand and potential value of this improvement. While this step doesn’t confirm that the feature will be developed, community votes and comments help us assess how broadly this would benefit users and how it fits with other priorities.
If this would improve your workflow, please continue to vote and comment. It would also be helpful to hear which statuses you would most like to filter by and how you currently manage this today. 🙂
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NZ Tax - Need taxable income field available for reporting
We need to run a report showing the taxable income of all our individual clients (from the tax returns filed), to find those that are over the maximum liable earnings for ACC.
From there we check for clients who may have had more than one employer and therefore paid more than the maximum ACC levies, so we can contact ACC for a refund.
When we were using MYOB, taxable income was a field included in the tax letter reports so we could download and filter from there.
Apparently there is no way to get this data out of Xero, as…
1 voteHi Kathryn, thanks again for sharing this idea.
I can see why having taxable income available in reporting would be useful, especially when you need to identify clients who may be over the ACC maximum liable earnings threshold and then follow up on any possible refunds.
We’re moving this idea to Gaining support so others in the Community can vote for it and add their use cases. That helps us keep an eye on interest and better understand the impact this would have for practices using NZ Tax.
If anyone else in your practice would benefit from this, please encourage them to add their support and comments too.
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XPH | Jobs - Show all activity statements (inc. lodged)
Since the change to the partner hub, this has disappeared.
I cannot be the only one who accessed activity statements from the job and not the tax returns tab?
They disappear into the tax return tab abyss now.
3 votesThanks for your feedback on how you use Jobs to access Activity statements, Kerrie. Good to have this understanding here and we'll see if there is a wider base of our community this resonates with too.
If we make any plans to change the way activity statements are shown on jobs I'll let you know, here.
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NZ Tax - File IR3R from XPM
IRD have requested that we file a IR3R for each residential rental property. It would be great to be able to include this submission with the tax return in XPM, instead of having to file this manually via MyIR. Please update the system so that this can be submitted together with the IR3 via XPM.
1 voteThanks for sharing your idea, Kahurangi. For now we'll start to get a gauge of the wider interest for this from the community here.
We'll share if there are any updates.
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NZ Tax - Return Type IR4J for Reporting
Including IR4J as a Return Type in report builder - Reposting
when we have a report that we would want to specify the type of return e.g. ir3, ir4 there does not seem to be the IR4J specifically for when we file a IR4J on its own for members apart of a consolidated group and only require to file their own imputation return.
It would be great if this could be included as this helps when reporting our internal filing stats.
1 voteThanks for raising this and outlining how a standalone IR4J return type in reporting would help you track filing activity across your group companies.
We’re updating the idea status to Gaining support ✨, so others can add their votes and share how this would fit into their own workflows. Right now there aren’t any confirmed plans to introduce this change in Xero Tax, but your feedback – along with future votes and comments – will be really important input when we’re reviewing and prioritising improvements in this area.
We appreciate you taking the time to raise this with us.
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AU Tax - Allow custom cover letters and document templates for CURNN forms
I would like to be able to create a custom cover letter to go with the CURNN.
2 votesHi Elaine, we understand that having more flexibility with client-facing documents can help practices keep communications consistent with their own branding and processes.
The suggestion is to allow custom cover letters to be included with CURNN forms, so the full client pack can be created in one place.
For now, you can download the CURNN confirmation and attach it to your own cover letter or template. We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of adding more document customisation options.
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AU Tax - Company business structure will pull the Physical address to the Dividends and interests schedule.
Company business structure tax returns should pull the physical address to the Dividends and Interests schedule, instead of the Postal address. It is not correct to put a PO Box or postal address in the schedule and you are not able to update the address field.
Currently only Partnership tax returns will pull the physical address to the Dividends and Interests schedule.
2 votesHi Julie, thanks for sharing this idea. We understand that having company details flow through to tax schedules automatically would help reduce repeated data entry when completing returns.
We hear the request for the company physical address to pre-fill into the Dividends and Interest schedule, so you don’t need to manually enter the information.
We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of improving data flow between company details and tax schedules.
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Xero - Ability to have a vehicle Log Book to automatically proportion vehicle expenses
To have the ability to record odometer readings, start, finish & business/private use.
Then automatically apportion the business use component against vehicle expenses.For instance the Australian rules require 12 weeks minimum of logbook entries. More entries = more accuracy.
This could also be a great feature to 'sell' XERO to new customers.
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you Duncan. At the moment , the best option is to look for a connected app that allows you to achieve this. You can check out our Xero App Store. If you need further assistance, we'd recommend raising a case with our support team as well. 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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Xero Tax UK - management expenses support
Xero Tax no longer supports management expenses (eg for investment companies), which are a common requirement. This used to work fine. The workaround recommended by Xero Support is to incorrectly include management expenses as operating / trading expenses, then make them disallowable and include them separately as a management expense. This mess is all visible on the CT600 and needs fixing.
1 voteThanks for raising this idea with us, and for clearly explaining the impact it has on your workflow. 🙂
We understand the need for Xero Tax to better support management expenses for investment companies, especially where the current workaround creates confusing or incorrect presentation on the CT600.
We’ve moved this idea to Gaining Support so we can track interest from the community and help our product team better understand the value of improving this area.
If others are affected by this as well, it would be helpful to hear more examples of how this impacts your filings and any risks or extra work it creates for your practice.
If there are any updates or plans made around this, we’ll share them here.
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