5 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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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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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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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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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