937 results found
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Practice Manager | Ability to send reminders for GST to clients
GST reminders
Like the Tax reminders for provisional and student loan but for GST and maybe even PAYE, so if you create and file the GST return though Practice Manger it feeds back info on what is outstanding and what has been paid with the option of sending reminders out to clients on payments due about a week out from the final date.11 votes -
Xero Ask - Link to XPM Job References
Link Xero Ask to XPM Job Numbers. We want to use Xero Ask, but we need it link the questions to specific jobs as well as specific clients.
8 votes -
AU Tax - Exclude Client's Bank details and DOB when sending lodged return
Outside organisations are requesting copies of Tax returns and we don't want to show Client's bank account details and date of birth on the Lodged Tax Returns when sending via Xero electronically.
Clients of ours firm are concerned with identity theft. If this could be implemented it would be a great feature.
This affects Xero Tax and Xero Practice Manager.
26 votes -
Practice Manager - Ability to archive deregistered clients in group profiles
We have an abundance of deregistered clients/entities in our client list. We would like the option of archiving these clients, but if they are still linked through the group, then they still show up under the group profile - but maybe in a separate section, so the group profile could list current clients and archived clients.
Ideally, we want to archive them because they aren't an existing client anymore, however, we would still like them to be visible/searchable with the client data, so we can see their historical entities and for other reasons.
Note, this would also work well with…
8 votes -
Xero HQ | Ask - Add more greetings placeholders, including given name
It would be good to have more flexible saluations in Ask covering emails, particularly when asking for information for personal tax.Being able to use the given name for someone, for example, (as per most emails that peope send) would be a good start.
8 votes -
AU Tax - Print tax returns withholding bank details and DOB
Currently Xero tax can print tax returns by withholding the TFN Numbers which is really good. However, if that same functionality can be added for the bank account details and date of birth it would be great
30 votes✨ Hi everyone, thanks so much for sharing your feedback around the privacy of information when printing returns. We understand how important it is to protect sensitive client information. We have moved this Idea to Gaining Support, so you can let others know that this is something they can vote on and add comments too. This is really helpful for the Product team to see when they are looking at potential improvements. We’ll make sure to update this thread as we learn more. ✨
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Workpapers - Ability to add a note function to each account
Add a note function to each account. Similar to the queries button but just for general notes about what's in the account that doesn't need a resolution. This would be helpful near the account rather then just at the start in the job note section as it would allow quick access for others to see the note when looking at the specific account.
54 votes -
Practice Manager | Jobs - Open recurring job on completion of previous job
It would be great to have the option for a recurring job to open upon the previous recurring job closing. The current options for when recurring jobs open are very limited.
8 votes -
XPM | Client Titles & Pronouns
XPM does not cater for titles for non-binary individuals. We have an individual who is non-binary. Their title is MX. This is currently not an option that is available in the Title drop down menu. Can this be added by Xero please?
8 votesThanks for sharing your idea here, Tanya. To check would this be for a client or staff's details? Just want to make sure we're sharing back with the right product team.
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AU Tax - Tax offset from superannuation income stream
it would be great if the tax offset from superannuation income stream could be automatically calculated like how the MYOB AE Tax does. Instead of manually enter the number in the box.
40 votes -
XPM: Report on new, archived and terminated clients
Ability to report on New & Archived/Terminated Clients with dates they were added/archived. Helpful for Practice Reporting & assessing promotion results etc.
21 votes -
Document Pack - Ability to cancel without client receiving notification
Document packs that are cancelled, send a notification to clients. it would be good to be able to cancel the document pack and have the option of whether or not to notify the client.
39 votes -
Xero Tax (UK) - Support for custom notes in Financial Statements
When preparing the statutory accounts in Xero Tax it would be great to have the feature to create your own "freeform note". For example, I need to add a secured debts note to the accounts however Xero does not currently provide this note amongst the list, therefore I need a freeform note where I can determine the heading and body of the note to feature in the notes to the financial statements. Currently the workaround is to declare the secured debts note as a line with the creditors which makes the presentation of the accounts weak.
21 votesThanks for everyone's contributions, here.
Things have moved on a lot since we last updated this idea - we recently launched Company Accounts, a new accounts production solution built directly within Xero which supports FRS 105 and FRS 1021a accounts for limited companies.
A lot of our customers feedback was incorporated into the development of this, particularly around notes.
We've updated a lot of disclosures for FRS 1021a and there's core text editor functions throughout these and the accounting policies which allows you to style the font, add bullets/numbering and add bespoke tables.
We'll continue reviewing this idea but building Company Accounts into Xero allows us to move much faster than we could before so we're going to continue focusing on specific note requests first so that we can save you as much time right out of the gates as possible, without having to invest time building your own notes.
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AU Tax - Field to view Tax return status and whether started in tax report
This is to do with Custom Reports and should be little effort for a good result.
I note that after discussions with Xero the [Tax Return AU] Not Started Returns field is only available in the Client Returns report. It would be great to have [Tax Return AU] Not Started Returns in the Tax Return report area so you could generate a report on which returns have been started, in addition to the current status of the ones that have been started (ie Draft, Complete, Lodged) at the moment we can only see if a tax return has been created…
12 votes -
AU Tax - Return Lodgment report
to run a report that pulls the History of tax returns into it, including:
1. Staff member who prepared the return, and date prepared.
2. Staff member who lodged the return, and date lodged
Currently if we run the report builder, it only can show account manager's name, it doesn't seem to have the option to show lodgment person's name.8 votes -
Practice Manager - Update multiple Client Group Details at once
Would be great if we could update fields in one go for multiple entities across a group (similar to how the address field allows you to). For example, the Partner, Manager, Class, etc is generally the same across the group (how we use it), so it would be good if we could update these sections for everyone in the group in one go (even if we need to access one of the entity profiles, and from there it asks if we want to update the other entities as well).
54 votes -
Xero Tax (UK) | Option to prepare a CT600 only
It would be great to have an option to prepare a CT600 only: We prepare a number of accounts for friendly societies so don't file accounts for them, but we do need to file CT600s for them.
7 votes -
AU Tax - Business and depreciation schedule
We would like to have the following additional schedules:
Company Tax Return - business schedule
Individuals - Depreciation schedule allocated against partnership income
42 votes -
Practice Manager - Warning message when timesheet entries overlap
It would be great to get a prompt or warning message that will appear when adding overlapping timesheet entries in XPM. Currently an 8hr day and end up more if time has been entered in twice....
47 votes -
NZ Tax - Automatically select 'Split Provisional 50/50' for clients.
It would be helpful if XPM could automatically select 'Split Provisional 50/50' for clients since the system already has the information from the IRD to do this. This would stop clients future provisional tax showing incorrectly on a current tax return and in tax payment reminders and would instead ensure the figures advised to pay agreed to the IRD's figures without us having to manually intervene.
12 votes
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