889 results found
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push data to linked return
Where the tax form/payer has a linked partner i.e. interest or rental or CGT there should be a copy or transfer button allowing the transfer of that schedule to the linked return
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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XPM Report Builder – Add Detailed Rental Property Schedule Fields for Practice-Wide Reporting
XPM Report Builder – Add Detailed Rental Property Schedule Fields for Practice-Wide Reporting
It would be extremely useful if Xero Practice Manager Report Builder could access and report on the detailed rental property schedule information already contained within Individual Tax Returns in Xero Tax.
At the moment, the only rental property information available through Report Builder is the aggregated Net Rental Profit/Loss (Net Rental Income) at the individual tax return level. The underlying property-level rental schedule details and individual income and expense amounts are not available for reporting.
We would like Report Builder to allow practices to extract rental property…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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CGT - exemption codes for Trusts
Cuurently, if there was a capital gain in the tax return with an exemption that has been added through a CGT worksheet it is not being shown on the printed version of the return at item 21. And further this exemption code is not being transmitted to the ATO. This needs to be amended as lodging the return without these codes means we are lodging falsy misleading tax returns. If this is happening for companies and super funds this will also need to be fixed for their returns as well.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Verification Codes on Reports
It would be a good idea to include verification codes in the Manual CIS Suffered report. It would allow a check before submitting the monthly report to HMRC.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Export Files - Same location
Why is the export function in all different locations across many screens?
Standardize where functions are for easier user experience.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Manual Journals - go to draft invoice screen after importing rather than posted screen
If I import a manual journal via CSV, after I click import, Xero takes me to the Posted screen.
The manual journal I imported is sitting in the Draft screen.
Xero should take me to the Draft screen.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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New Manual Journal Feedback
Two things on new journals. One, I can't enter dates manually I have to use the mouse to select it which slows down data entry. Two, I use both cash & accrual journals. When I clicked into a journal on the old system I could see which type of journal I had entered. now I have to edit the journal to find out. I have reverted back to the old system.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Activity Statement (GST) widget to have running total of GST to pay at next Qtr
Activity Statement (GST) (on home page) widget to have running total of GST to pay at next Qtr. At present the Activity Statement widget is shown and identifies next GST quarterly payment & due date. It would be even more useful to have a running total of estimated GST to make sure I've got the correct amount set aside for each quarter based on transactions. On the home page i have bank account widgets so having to not need to go into the activity statement each time to keep track against the bank accounts would be more efficient and handy.…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Chart of accounts watchlist - toggle month on display
Because I live in the past, it would be very helpful if the Chart of accounts watchlist widget on the Homepage could be toggled between current calendar month (as it is now) and the previous calendar month (the month that I am working on).
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Make the trial balance a default report under Reporting Tab like Profit and Loss or Balance Sheet
Every accountant goes straight to the Trial Balance but on every new company you have to set it as a favourite. It would be far better if it was an automatic default available under reporting tab like Profit and Loss, and Balance Sheet.
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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Manual Journal move back old layout and toggle off cash basis reporting
Please change the manual journals layout back to the original permanently and not make me switch this very day. The new version takes up too much space and it is a lot harder to navigate. I suspect whoever designed this does not spend anytime actually entering journals. Another key issue is to have the show journal on cash basis reports unticked as the default. Journals by default are generally not cash movements. Thank you
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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bordereaux
I am an insurance broker. When we raise an invoice on the system for a gross of eg R10,000,
1. The invoice that goes to teh client must reflect the full R10,000 as normal
2. In the background we need the system to automatically extract a certain % of there (which will be our commission). So we can create an insurer name with teh % and if we choose that insurer the system must behind the scenes show us the Gross in one column, the Commission in another and then the nett as well.
3. Attached is a template in…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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Ability to have supplier account numbers appear automatically on checks
Our clients often have several utility accounts by location, and these suppliers request that the specific account number appear on the check. It is painstaking to manually enter these in the memo field, so it would be great if "supplier account number" was an added field on checks.
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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Custom Reports: Allow custom column layout to display GL Accounts across columns instead of rows
Allow users to create custom report layouts where Chart of Accounts (GL Accounts) can be mapped directly into columns rather than being fixed to rows. This will let users build side-by-side comparative views of specific Sales or Expense accounts across line items
(Allow users to multi-select or group specific account codes into dynamic column categories)
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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prior 2014 tax return
with CURNN (client update, return not necessary) you can pick returns from 1985 to now.
Is it possible for prior 2014 tax returns can be done in the same process?
At the moment when I want to do a 2013 tax return, I have to create a 2014 tax return, print it, cross out the year and use a pen and write 2013 on all the pages. then mail that to the ATO with a cover letter.Is it possible for Xero to produce a basic template tax return where we can pick a dropdown for 2013 or prior years,…
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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Corporation Tax - Allow PDF attachments to CT600 submissions
As a practice that recently migrated from IRIS to Xero Tax, I am highly disappointed to find that Xero strictly forces a standard filing block with no capability to attach ad-hoc supporting PDFs. For companies with complex technical information packs (such as detailed claims data), this limitation creates massive compliance hurdles and forces us to rely on external portals. Please introduce a 'Select External PDF' tool for the final CT600 submission stage to match the capabilities of desktop software like IRIS.
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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Ability to change default setting in tax returns
I've discovered that in the new Xero when you create a tax return for a new client it defaults to agent address and agent trust account for refunds. Given the new AML laws, we do not want our account as the default. Can we either have the ability to change what addresses and bank accounts are set too by default or have them both changed to client?
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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timestamp
When in the report editor, it would be good to be able to see a timestamp showing when the last save was.
At the moment, you cannot see when the last save was until you exit the report.
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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Add "Make Payment" Option When Filing GST Returns
When a GST return is filed through Xero, it would be great to have a "Make Payment" option. As Xero already connects to myIR to file the return, this seems like a logical extension of the existing integration and would mirror the payment option available when filing directly through myIR.
7 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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Keep the Classic Interface as an Option
The new journal entry interface is a step backwards in usability. In the previous version, I could view multiple journal lines at once because the layout was more compact and allowed the entire journal to be displayed on one page. This made it much easier to review, understand, and track entries.
With the new interface, there is much less visibility, and I find myself constantly scrolling to see related lines. This makes it harder to follow complex journals, increases the risk of errors, and slows down the review process. Similar to the GST report update, the changes appear to prioritise…
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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