9 results found
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AU Tax - Bulk selection and status updates
Returns Management User Interface (UI) - "All" Tab Improvements/Customization
To improve handling returns by adding bulk selection and status update functionalities on the "All" tab of the Returns Management interface. Also, suggesting having a customizable UI to best fit our workflow preference.
Key Features:
Action Buttons
- Located in the table header, these buttons perform bulk actions such as "Approved", "Out to Sign", and "Sign". They remain disabled unless one or more return items are selected.Checkbox
- Each return item has an associated checkbox to allow selection. By default, these checkboxes are unchecked.Select All / Deselect All
-…40 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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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…
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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Activity Statement Result Display
The Activity Statements in Xero Tax need to have the total payable/refundable at the top of the screen like the Tax Returns do. It would be nice to see the result when you're on a different page than the summary page.
4 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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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.
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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Show all activity statements for a job in the information tab, not just the unlodged ones
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 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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Prefill payg instalments paid/raised in tax returns
It would be good if Xero tax is able to prefill the PAYG Instalments paid/raised in the tax returns.
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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CGT Summary (short form) worksheet
Recently switched over to Xero Tax and am astounded at how cumbersome it is to enter CGT events. The attached pic shows how simple it can be and is what I would consider essential when selling numerous shares.
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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Tax (AU) assessment flag for trusts
I have a number of Trust clients where we expect an assessment. The ATO takes a LONG time to issue these, so I think it would be good to have a similar Notice of Assessment flag like we do for individuals, so we can see which are still outstanding.
Not all trusts have assessments but we should be able to trigger this by the question on the front page of the return about whether the trustee has tax payable.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 GST and tax returns Mark as Approved and Mark as Signed
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.
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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