Practice tools

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1. Need alphabetical list of clients to be in order of LAST name, not first.

   We have individual clients' display names set as "Joe Bloggs", not "Bloggs, Joe", so they look sensible on their tax returns etc.

   But this means that when you see an on-screen list of Tax Payments Waiting Approval, or if you display or print a report, the individual clients show up in order of their FIRST names which is not logical and can make it difficult to find them on the list. This is also a problem with the reports.

   The report field "Client" gives you the "display name" for individuals and the "name" for non-individuals, so all the individuals are in order of first name. We could edit reports to show last name and first name fields instead of "client" but then all the non-individual clients are left off.

   Please can we have the ability to see clients in the correct order on screen & create reports showing our clients in alphabetical order of Last name, first name with non-individual clients also included in order of their name?

   We have individual clients' display names set as "Joe Bloggs", not "Bloggs, Joe", so they look sensible on their tax returns etc.

   But this means that when you see an on-screen list of Tax Payments Waiting Approval, or if you display or print a report, the individual clients show up in order of their FIRST names which is not logical and can make it difficult to find them on the list. This is also a problem with the reports.

   The report field "Client" gives you the "display name" for individuals and the "name" for non-individuals, so all the individuals are… more

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   0 comments  ·  Tax preparation  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 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 🙂

2. Tax Returns

   I’ve noticed that following the recent update to the Partner Hub, tax returns are being automatically added to Non-Compliance jobs and flagged as “ready to start” within in the job, with a start date of 01 Jan 0001.

   This is causing confusion for staff, particularly because many of these returns are not linked to tax jobs and are instead appearing under corporate secretarial, superannuation, and BAS jobs.

   When opening the return, the only prompt is to select the year and add it to the workflow.

   As a result, we now need to manually check each job to ensure a return hasn’t been accidentally added to the wrong workflow, which is creating additional administration and increasing the risk of error.

   Is there an option to disable this feature? We already have established processes and procedures in place, and run xero reports to view returns outstanding.

   I’ve noticed that following the recent update to the Partner Hub, tax returns are being automatically added to Non-Compliance jobs and flagged as “ready to start” within in the job, with a start date of 01 Jan 0001.

   This is causing confusion for staff, particularly because many of these returns are not linked to tax jobs and are instead appearing under corporate secretarial, superannuation, and BAS jobs.

   When opening the return, the only prompt is to select the year and add it to the workflow.

   As a result, we now need to manually check each job to ensure a return… more

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   0 comments  ·  Tax preparation  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 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 🙂

3. Xero Tax (UK) - Option to change filings dates

   Our understanding is that it should not be necessary to amend the year-end date at Companies House in order to file an accounting period that falls within −7/+7 days of the year end, as doing so would constitute an extension of the accounting period, which we would prefer to avoid.

   At present, Xero does not support this scenario, nor does it offer an alternative recommended approach. It would therefore be helpful if Xero could address this limitation.

   The only workaround we can see available is to change the year-end date to the 30th or 31st where it is not already a year end, but unhelpfully this does not work in the opposite direction - for example, moving from 30/11 to 02/12, which in this instance would have been extremely helpful.

   Our understanding is that it should not be necessary to amend the year-end date at Companies House in order to file an accounting period that falls within −7/+7 days of the year end, as doing so would constitute an extension of the accounting period, which we would prefer to avoid.

   At present, Xero does not support this scenario, nor does it offer an alternative recommended approach. It would therefore be helpful if Xero could address this limitation.

   The only workaround we can see available is to change the year-end date to the 30th or 31st where it is not already… more

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   0 comments  ·  Tax preparation  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 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 🙂