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Reports & tax

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Reports & tax

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7 results found

  1. It would be useful to be able to automatically import the individual partner profits from partnership tax directly in the partnership schedule within personal tax. This would increase efficiency and reduce the likelihood of errors.

    5 votes

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    0 comments  ·  Tax filing  ·  Admin →
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  2. Email alerts for failed TIN Matches.
    We have not received any alerts or confirmation emails on 1099 filing status. Having to login and check each client is cumbersome. Being able to see statuses on filing in one place would be great.

    3 votes

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  3. Add toggle on tax return cover page at daytime contact number section for client phone number or agent phone number similar to postal address and banking details and have information from client manager auto filled for phone number and email address

    2 votes

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  4. For clients that are sole traders, the ABN or business address is not appearing on tax returns and has to be manually entered. We should be able to generate a tax return with a business schedule that has the business address and ABN already prefilled per the client's details in practice manager and their Xero file

    2 votes

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  5. We really need the ability to file accounts and tax for LLP's I have do use alternative software to do this for my Xero LLP clients

    1 vote

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  6. Not an idea, just something I noticed. We had a vendor with a "spend money" and a "receive money" for the same amount. When filing the 1099s, it did not account for the "receive money" and would have overstated the 1099 by $5,300.

    1 vote

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  7. Would be great to have a 'drop down' arrow for box items to hide when finished checking one of the boxes under 'Transactions by VAT box' while checking the VAT return. Or add 'jump to... ' another box so we do not have to scroll up or down.
    'Go to top' button would be great as well.

    1 vote

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    0 comments  ·  Tax filing  ·  Admin →
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