1159 results found
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Default GST Inclusive invoices from Xero Tax(AU)
Setting option to ensure that Invoices created via Xero tax automatically default to GST Inclusive.
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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VAT - Effective Date of VAT Registration
I would like to recommend adding 'Effective Date of VAT Registration' on the Financial settings, as this information can easily disappear amongst all the many documents we store for the client and also easily mistaken as the Date of company incorporation that can lead to many issues down the line with HMRC.
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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FX Calculations on P&L - New Feature Request - Please take into account COGS for the same currency
Hello Team,
In P&L we have the concept of FX Calculations for foreign currencies:
Bank Revaluations
Realised Currency Gains
Unrealised Currency GainsBy design this takes the full amount of debt/credit and converts it to a base currency.
But in situations where COGS are paid for in the same currency, there should be a concept of only applying these FX movements on the net margin remaining.
For example.
I have an Australian business. Base currency AUD.
I send an invoice of EURO 100,000 to my Parisian client for the month. I receive the 100k in my EURO Foreign Currency Bank…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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Xero partnership return - Balance sheet
In Xero partnership tax returns there is no option to populate the balance sheet boxes. Xero lacks this which i believe is core deficiancy and must be addressed immediatily
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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Practice Manager | Onboarding - Companies house sync
Companies House sync - Client Onboarding
Would like to see a Companies House sync for this. Our current PM system has this facility and it saves so much time (and is accurate). Also used as a check when submitting annual CS01 forms. We are considering moving to XPM and this would seal the deal
5 votesHey Kath, thanks for sharing your idea with us. We’ve had a proper look at it and just wanted to give you an update.
We’ve marked this idea as Gaining Support, which means it’s now open for others to view, vote on, and add their thoughts. The more interest it gets, the more it helps our product team see the value and consider it for future updates. Really appreciate you taking the time to contribute.
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Payment made report
Is there a report on payments made after the due date to easily identify those not paid. Also I there a report available of payments made by INC year. This is to identify misdirected payments. If not can this please be made available.
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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tables
Can the notes to the accounts all have the ability to insert a table. Trying to do this freestyle is painful.
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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AU Tax - Improve reporting for share acquisitions and disposals
For the capital gain worksheet, it can't enter the number of the shares sold and bought. Most of time, the shares sold and bought will operate in different time during the year, it is more efficient to have the number shares match between sold and bought figures.
And also can transfer the worksheet to another partner is they are 50%, reduce time to enter again.
1 voteHi all, we can see how improving the capital gains worksheet in Xero Tax could really streamline things.
At the moment, there's no way to enter the number of shares bought and sold separately, even though these often happen at different times. Being able to match share quantities across transactions would make reporting more accurate and reduce manual checking.
We've also heard similar feedback around shared ownership. A suggestion to allow copying or transferring the worksheet to another return has already been raised and is gaining support. We've added your vote to that idea to help show how useful it would be.
This idea is now in Gaining Support. If this would help in your workflow, feel free to vote or share your thoughts in the comments.
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AU Tax - Filter Archived Tax Returns
Would be ideal when filtering tax returns this also applies to the "Archived" tab too.
3 votesThanks for the idea Steven.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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summary
I want a report to be generated from Xero tax where i can view the total number of personal tax returns along with the bifurcation of tax returns on the basis of their current status. For instance, the report should have the total number of tax returns that need to be completed for the tax year 24-25 and then the breakdown of the same as per the status.
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.
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 🙂
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Enable full visibility of Contacts when accessing via Additional Contacts area in Client screen.
Enable full visibility of Contacts when accessing via Additional Contacts area in Client screen.
Currently, when we access a Contact via the Additional Contacts section of the Client screen, not all contact fields are displayed.
Furthermore, when editing or adding a new contact, we cannot edit or access all the contact details. We cannot add or edit Mobile numbers or custom fields for Contacts. To access these, we have to exit the Client screen and access Contacts separately via Clients > Contacts.
This adds a lot of extra steps that can be avoided by ensuring full visibility and full access…
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.
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 🙂
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show sales tax amounts separately when entering bill or expense
Please show the sales tax amounts that will be posted to each account (GST and RST) separately so we can reconcile to the receipt that is calculating properly. It would also be nice if we could manually override this amount as sometimes there is a small rounding difference. I am attaching an example from QBO. Please update your system to also have this functionality.
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.
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 🙂
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XERO UK Tax - Associated companies
On the tax computation, the number of associated companies does not show and also the tax calculation ie the reduction of £50k or £250k limit and marginal rate tax calculation. It would be useful, if this is shown on the tax computation so the tax can be explained to clients.
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.
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 🙂
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XERO UK Tax - automating company number, UTR number and Companies House authorisation code
We enter company number, company UTR number, director name when setting up client but why does this not get processed when preparing the company accounts and tax. We need to enter the company number, Company UTR number, Companies House authorisation code and director signing the return every time we want to use XERO tax. Surely there must be a way to simplify this so entering this information every time is a thing of the past.
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.
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 🙂
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Viewing full list of the Chart of Accounts from client's Xero organisation
The Chart of Accounts interface within the client's Xero organisation displays a limitation of 200 accounts per page. This necessitates frequent clicks of the 'Next' button, which can be inefficient. It is believed that the Xero Product Team could enhance this feature to allow the display of an unlimited number of accounts on a single page, mirroring the functionality currently available in the Chart of Accounts template within Xero HQ.
4 votesThanks for sharing in the community here. While we appreciate there are some organisation's that have a large number of accounts, the current 200 limit per page is sufficient for majority of organisations to see their full list of accounts and we don't have plans for extending this.
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AU Tax - Automatic filing
Why can't Xero automatically file signed returns once the client has signed the document? Should be a fairly simple update for Xero to manage automatic filing instead of a person having to tick all and click file. Has this ever been considered? Knowing the suspend date is used to hold back a lodgement.
2 votesWe understand you are interested in a return filing automatically with ATO once your client has signed the return.For now, the process remains that a partner needs to click 'File' in Xero Tax after the client has completed their e-signature. This is because the client-signing process happens through a Portal and not in Xero Tax,, and the final action of lodging the return is designed to be a deliberate, conscious step taken by the practice. We have no immediate plans to change this workflow. The current separation of the signing and filing steps is an intentional part of our design, ensuring the final lodgment is a secure and authorised action from the tax agent.
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invoice paid on receivable reports
I'm using the "Aged Receivables Detail" and "Aged Payables Detail" reports for helping with accruals and prepayments and it would be extremely handy if you could add "payment date" to the report. Currently this isn't available so I'm having to use the report to identify potential accruals/prepayments and then manually go into each transaction to see when it was paid to then decide if it's an accrual or prepayment.. If the paid date was available in the report, this would save so much time.
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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workpaper pack queries email template editing
Workpaper pack queries email template allows for fields to be added as 'tags' but the available fields/tags is too limited. Please include additional fields/tags, such as contacts first name and allow for a different templates for Organisations and Individuals.
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.
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 🙂
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UK Tax | Company & self assessment - Access in advance of the year end
Allow us to access Xero Tax in advance of the year end - company and self assessment - as it stands we cannot even set up the details/schedules we know we will need. In other software you could load up the information before the year end date had passed to give the client an estimate of tax liability as the year progresses. Furthermore, this allows you to load information as you receive it - e.g. Company Director dividends to self assessments as you complete company accounts
5 votes -
NZ Tax - IR7 ability to have a group schedule for allocating income and tax credits to partners
Make a schedule for allocating partner income and tax credits allocations with a total giving the ability to allocate income on the one page. Currently you have to go into each partner schedule. There is not always an even split of income and with many partner entities it is very time consuming.
35 votes
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