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9 results found

  1. Currently UOMI just shows as a note above the payment schedule but is not included in it, so it is easy to miss and doesn't show our clients the total liability.

    Please could you include a line for UOMI in the payment schedule as well as including the note which shows the date interest is calculated up to (like MYOB does)?

    Alternatively please add a tick box to the Use of Money Interest settings so we choose whether or not to add it to the payment schedule.

    Thank you.

    2 votes

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  2. For notes made in Tax Payments: these need to be split into 2 areas, (1) notes pertaining to that provisional installment and, (2) notes that will continue to roll forward.

    It is crucial that even if the installment date has passed, the notes are still visible. Also from the main Tax Payments screen we need an indicator on the client row to show that the client has an active note (with the ability to archive a note as well).

    55 votes

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  3. 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.

    1 vote

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    0 comments  ·  Tax preparation  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  4. 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.

    6 votes

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  5. Overseas Borrower Student Loan repayments have different payment dates (30 September and 31 March), there is currently no functionality within Xero Tax (NZ) to manage these payments. I understand it is not possible for the system to calculate the repayment amounts as these are determined based on the loan balance, but if there could be an override amount like for Provisional Tax that would be useful, instead of having to track these borrowers manually.

    17 votes

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  6. depreciation recouped on sale of property should be populated into the relevant section of the return once it has been entered into the Rant

    2 votes

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     ·  1 comment  ·  Tax preparation  ·  Admin →
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  7. 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…

    40 votes

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  8. When sending tax payment letters out via email it would be great to get an email if the address used is invalid. Like a bounce-back when you send an email from your usual email program. At the moment you have no idea if the client received the tax payment letter at all.

    14 votes

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  9. To have a column in the return screen that shows the detail of the tax return (e.g. estimated tax payable / refundable and / or the Taxable Income amount).

    Purpose: To make the accountant easily review the tax summary returned.

    43 votes

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