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Reports & tax

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Reports & tax

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6 results found

  1. 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.

    7 votes

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    0 comments  ·  Tax filing  ·  Admin →
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    Hi 👋 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 🙂

  2. It's great that, as a Xero Partner, we can add multiple taxpayers to the same Xero licence for Making Tax Digital for Income Tax. This is particularly beneficial for situations such as husband and wife property owners who each hold a 50% share of a property.

    However, not all clients choose to have their accountant manage their MTD submissions. For those who prefer to handle their own compliance, it can be frustrating that a second taxpayer cannot currently be added directly by the client within Xero.

    Allowing clients to add and manage additional taxpayers themselves would be a valuable enhancement.…

    4 votes

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    0 comments  ·  Tax filing  ·  Admin →
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    Hi 👋 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 🙂

  3. 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 vote

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    1 comment  ·  Tax filing  ·  Admin →
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    Hi 👋 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 🙂

  4. 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 vote

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    0 comments  ·  Tax filing  ·  Admin →
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  5. When capital gains are reported via managed funds worksheets, why can these totals not be automatically tallied up in the capital gains tax schedule?

    1 vote

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    0 comments  ·  Tax filing  ·  Admin →
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  6. Currently the HMRC Agents Services Account is entered for the whole practice including all offices.
    Many practices have separate offices with separate HMRC ASA.
    Xero requires one ASA for the whole practice which is a nightmare for submitting MTD4IT Returns as the access has to be updated depending on which office is filing!

    1 vote

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    0 comments  ·  Tax filing  ·  Admin →
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