1008 results found
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Workpapers - Include square metre rate calculation for home office workapapers
Re the home office workpaper. It seems to calculate soley on a percentage basis yet under DB 18AA, we can claim interest/rent and rates in proportion of business use, as well as $47.85 (for 2022 and future years) per square metre (PSMR) (IRD square meterage rates) as a proxy for general home expenditure. There doesn't seem to be a workaround in the workpaper to opt for the PSMR for the general expenditure claim? I would like to claim the higher of the two calculations for my clients' thanks and would love to see the workpaper work out the better of…
5 votes -
Client Insights - Monthly Transaction count
For accountants and bookeepers who charge fees based on number of transaction lines being recorded it will be great if a simple report can indicate the number / count of transactions recorded by each Source in a given period.
This will also be helpful for new accountants and book keeper who are sourcing for clients who are using Xero to share that details so a smart quotation can be provided
Manesh
14 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how important accurate transaction counts are for pricing, quoting, and managing practice workload.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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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 -
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 -
Xero HQ: View client lock dates in HQ
It would be great to show the lock dates from each client's Xero file in HQ. Visually, it would be very similar to the Year End column, and likely not enabled by default.
This would allow Advisors to easily identify clients that don't have prior periods locked, and then go into those files and correct it. This would increase usage of this important data protection feature and reduce errors caused by inadvertent prior period adjustments.
17 votes -
Practice Manager: Job Costs - Ability to move to another job
It would be great to be able to move job costs to another job in a similar way that you can move time sheets. More often than not costs are captured on an incorrect job and it is a "pain" to delete this and then to re-capture on the correct job.
51 votes -
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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Xero Tax (UK) | Add/Remove detailed P&L to statutory accounts after they have been submitted
Once filleted accounts have been filed, there is no option to add or remove the detailed P&L to the full statutory accounts.
1 voteHi team, we're in the process of rolling out our new company accounts production solution which delivers a more efficient workflow, purpose-built to integrate this specific product idea directly into the user experience.
Even after the accounts have been submitted you'll be able to use the options at the top of the Accounts Preview to change which reports are included. 🙂
I'll be back to share once it's live to all Partners.
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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.
25 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 -
AU Tax - Upload supporting documentation to tax return item in ITR
Just wondering if there is anything in the pipeline at all where you could potentially upload support documents, receipts, invoices etc behind the tax return item item while in the ITR. Would be a very handy function for individual tax returns.
7 votes -
Practice manager | Xero Sign - Report on date sent
Ability to be able to report on the date sent for Xerosign returns. The date sent is recorded but you can't report on it. This would make follow ups a lot easier to be able to see when each out to sign return was sent for e-signing.
5 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
29 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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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 -
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.
39 votes -
Xero Sign - Increase number and allow renaming of custom Xero sign templates
Be able to label custon Xero sign templates and add additional custom templates.
3 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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