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Reports & tax

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3 results found

  1. Fixed Assets - Attach a file

    Option to attach files to individual fixed assets

    Purpose: Ease of reference, being able to attach files and documentation that related to an asset

    681 votes

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    39 comments  ·  Fixed Assets  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we've now released the ability to attach a file to a Fixed Asset to all organisations using the new FA's experience. As mentioned in my last update, the 'Attach files' option is found at the top right when editing an individual asset. You can either select to Upload files from your device or files library, or simply drag & drop files to the upload modal.😊

    We appreciate there are some Australian businesses using pools that are still on the older Fixed Assets experience and won't have access to the Attach files' feature atm. While we complete work to help move you all to the new experience I've created a new idea. Add your vote to stay updated.

    If you'd like to stop using pools this is possible, however it requires you to turn off tax reporting - This does have impact on other aspects of your fixed…

  2. US Tax - Manually amend the W9 Status to Received

    I want to start using the W9 Management tool going forward. I have a number of Suppliers that I received the paper pdf of the W9 and I have populated the 1099 info manually and attached the W9pdf to files. However, in order to use the new tool effectively, for those that I already have the details for, I would like to manually amend the W9-Status to received, so only new suppliers are highlighted as not received and I can send the link out for completion. Not being able to change the flag to received for historical clients actually makes…

    2 votes

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    1 comment  ·  Fixed Assets  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, our product team have been doing some work in this space and we're pleased to share that as of today you can now manually mark a W-9 as being received from the W-9 Management page 🎉

    This helps you edit the status where you have received W-9 forms through another source, such as PDF.

  3. VAT201 - Export return to PDF

    It would be great to have the ability to Export the VAT 201 to PDF, or the Summarised version to Excel.

    1 vote

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    1 comment  ·  Fixed Assets  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Barbara, it's now possible to export your VAT return to PDF! 🎉

    You'll find this as a drop down from the Export option in the top right of the VAT return. Thanks for your input on this here 🙂

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