1200 results found
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Personal Tax (UK) - Tax adviser details
Ability to auto-fill tax adviser details for all clients (as agents) rather than manually adding the details for each tax return/year.
15 votesHi everyone, thanks for the on-going interest and engagement in this idea. As mentioned in our last update - tax adviser details will roll forward into the next year for each client, once added.
However, our product team do appreciate how auto-filling the tax adviser details would make things more efficient.
While we don't have immediate plans, this is something our teams are taking a closer look into solving for Xero Tax (UK) Personal tax.
I'll be sure to come back and keep you updated of any progress in this space.
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NZ Tax reports - Include "Tax Statement Balance" and "Payment Amount" fields
Open up report fields so that you can select the "Tax Statement Balance" Field as well as the "Payment Amount" field. This gives us the ability to compare what XPM has as due and what the IRD has as due without having to export and complete complicated Excel actions.
2 votes -
Xero Tax (UK) | Prepare sole trader accounts on cash basis
Ability to create sole trader accounts on the cash basis to pull through to tax returns.
7 votesHi Claire, thanks for your interest in this idea. Although we haven't enabled the option to exclude a balance sheet from sole trader accounts within Xero HQ we wanted to share this very exciting update with you. We recently released a direct import of the P&L from Xero onto the self-employment worksheet within Personal Tax, without the need to map the account codes and generate a set of sole trader accounts.
Previously we only supported an import from Sole Trader Accounts to Personal Tax which for some of our partners involved an extra step, particularly for smaller clients who typically only receive Income & Expenditure accounts. We hope by adding this functionality that you will be able to maximise the more flexible reporting capabilities within Xero to produce accounts for sole traders. This new feature is not simply an import either, it also supports cash-basis, allows you to manage the…
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Xero HQ Ask - Automatically send due date reminders
With Xero Ask queries you specify a due date but if the query is not replied to there is no reminder sent to the client once the date has passed.
Can we please have reminders automatically sent, much in the same way invoice reminders are sent.
10 votes -
Xero Tax (UK) | Corporation Tax Payment Details Summary
Our existing tax software has a summary page that is automatically generated and goes alongside the CT600 that includes the payment amount, due date, bank details to use and payment reference. I.e. a perfect 1 page summary to give to the client so they know what to pay.
It would be great if Xero Tax could incorporate this into their solution so that the payment details don't have to be sent to the client separately.6 votes -
Practice Manager - Managed Fund Distribution Worksheet & Income Averaging
When there is a Managed Fund distribution on the prefill, the distribution is automatically entered into the Managed fund distribution worksheet. If there is no figure, it pulls through a $0.00 which leads to a $0.00 at the primary producer label L. This then automatically triggers the income averaging to which you manually have to OPT out of. Please fix this issue.
25 votes -
Xero Tax (AU) - Livestock Trading on Market Value
The current livestock schedule in trust tax return (and probably others) is insufficient.
We calculate livestock on Market Value in the Financials and inset these figures into the Tax Return, then use the Reconciliation area to bring it back to Average Cost.
This worked perfectly fine in MYOB Tax, as we could overwrite the average cost calculation in the livestock trading schedule. However in Xero Tax we can't overwrite the closing stock value.
The best I've been able to figure is to eschew the livestock trading schedule altogether, inserting the sale under Other Business Income and manually filling out the…
42 votes -
XPM - Flag clients
Is there a way to flag a client, ie Warning/Ban or make them Inactive but keep their history in Xero?
We have a system that have a number of clients with similar/identical names and we would like flag a client for particular reason, ie account terms etc or ban etc.
10 votes -
Document Packs: Mark as complete when missing signatures
It would be useful to have the ability to mark a document pack as complete even if some of the signatures are missing.
We have had occasions where trustees refuse to sign via document packs after the clients have already signed. We then have to print the partially signed documents and send hard copies for trustees to sign.
This leaves the document pack incomplete. The only option available is to cancel the pack, not ideal The ability to mark the pack as complete would be a great addition.
17 votes -
Xero Tax (UK) - Add Association of International Accountants - AIA as an accountancy body
Association of International Accountants - AIA should be added into accountants report section of statutory accounts.
Thanks
2 votes -
Personal Tax (UK) | A shortcut CGT entry
Sooo many suggestions! A shortcut CGT entry, could be easily done by making the boxes in the CGT summary clickable like the expenses area. Thereby not having to complete a full schedule for everything.
4 votes -
Document Packs - Download all documents in the document pack at once
Document Packs - Download all documents in the document pack at once
10 votes -
XPM - Ability to add timesheet narrations to a billing narration from the “clock” window.
In XPM, have the ability to add timesheet narrations to a Billing narration from the “clock” window.
2 votes -
Practice manager - Add start and finish times in timesheets
Being able to complete timesheet using start and finish times as an option rather than just the option of filling out in hours/minutes spent on a job. This assists in tracking time throughout the day
8 votes -
XPM - Notes & Fonts option on Recurring jobs
Would be great to have a notes section under "description" in recurring jobs in XPM as well as the ability to change font type,size & colour
5 votes -
Xero HQ - Viewing all clients on screen
Would like the ability to be able to view all clients on screen in Xero HQ for the purposes of merging duplicates as being able to click the 'Show more clients' means it's difficult to navigate where there is a trading name and legal name in different parts of the list.
3 votesHi community,
Our product team recently made significant improvements to the client list! 🥳
You can now choose how many clients to show per page, making it easier to see many more clients. You can now also sort your client list using many more columns. Previously the only column you could sort by is client name but now you can hover over all the columns (organisation name, email address, phone number, business number, subscription type, industry classification, connected banks, financial year, Bank feed deprecation) on the client list and sort.
Finally, you can also merge or add clients to groups from the list page.
The product team don't have any plans to enable the ability to view all clients on one screen which is why we're shifting this to 'not planned' but we believe that these combined changes will provide a better navigation experience.
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CA Tax - Separate accounts for GST & PST
I would like to see GST and PST in separate accounts not lumped into one account.
34 votes -
Document Packs - Ability to mark as complete
It'd be great if we could have a "Mark as Complete" option for Document Packs. We've got a bunch of Doc Packs that will forever sit in 'sent' because of various reasons and it would be great to clean them up.
Examples of these situations - when a doc pack is sent to multiple people, and maybe one of them dropped into the office to sign the financials in person - we've now got a partly signed document in a Doc Pack, and a physical signature as well. In this situation, it'd be great to be able to mark the…23 votes -
Xero Tax (UK) | Automatic calculation of farmers averaging adjustment
Farmers averaging schedule on personal tax. This is an averaging adjustment over 5 trading years and is essential for our farming clients.
44 votesHi everyone, we appreciate your interest and contributing to the idea here.
While this is something our teams are keeping a close eye on, we want to be honest that for the time being we do not have any plans for developing automatic calculations for this with Xero Tax(UK).
Atm, we're waiting to see how HMRC will support farmers averaging within MTD IT before making any plans to develop a solution within Xero. We will share if there are any updates surrounding this for you, here.
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AU Tax - Outstanding activity statement report
We want to be able to report on any clients with outstanding balances at any point in time, and be able to action it before the ATO start calling us or the client to chase the debt.
There is already a report on the ATO Portal – See attached screen shot. The report contains any AS’s that are overdue and also shows any clients debt/credit they may have on the ICA.
We also want to be able to safely ignore any and all statements of account that the ATO spam us with because often, they issue a statement of account…33 votes
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