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Reports & tax

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Reports & tax

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7 results found

  1. Disable or hide specific MTD for IT obligations, including the end of year update, from your client's view.

    1 vote

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    0 comments  ·  Tax filing  ·  Admin →
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  2. Could you please add the function to bulk update Tax Return status in both directions, ie not just forward progression

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  3. I would love to have the next BAS quarter automatically displayed every time I open the BAS section.
    Mine is stuck on 2019 and needs to be changed every time I go to look at doing my next BAS statement.

    If it could automatically change to the up coming BAS quarter but the option of doing yearly etc as normal. But it would just help so much with budgeting in regards to tax obligations for us single person company people.

    1 vote

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  4. We need to be able to edit the start and end dates on an ITR to accommodate clients with a substituted accounting period. For companies and trusts, this is manageable because Xero allows the period start and end dates to be edited to reflect the SAP, but the same functionality doesn't exist for Individuals Tax Returns.

    1 vote

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  5. When preparing a personal tax return it would be great if there was as option to attach files in each section. So we can attach things like bank interest statement, P60, P11d, dividend vouchers, state pension, personal pension etc.

    1 vote

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  6. I have a few cases where clients have setup an ATO connection to lodge their own BASs via Xero, which is great.

    The problem I have is many clients only do monthly IAS (wages tax only), where we as agents do the full quarterly BASs, and prepare them via Xero's tax program XPM.

    I however cannot mark a BAS as 'final' or 'complete', I can only save as draft or lodge it via Xero. I don't want to lodge it via Xero, I want to put it in XPM, so the client gets a copy to review, and sign it…

    1 vote

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  7. 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

    1 vote

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