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156 results found

1. Workpapers - Ability to use Custom Excel Templates

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   2 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Sarah Pemberton supported this idea  ·  31 May, 2022

2. Workpapers - Rearrange support documents in workpaper

   65 votes

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Sarah Pemberton supported this idea  ·  31 May, 2022

3. Tax Workpaper - Imputation credit for "tax provision per P&L"

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Sarah Pemberton supported this idea  ·  31 May, 2022

4. Workpapers - Highlight accounts that need attention

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Sarah Pemberton supported this idea  ·  31 May, 2022

5. Workpaper | Fringe Benefits - Motor Vehicle private use

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Sarah Pemberton supported this idea  ·  31 May, 2022

6. Xero Workpapers - Order of Workpaper packs should be most recent FY first

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Sarah Pemberton supported this idea  ·  31 May, 2022

7. Xero Workpapers - Being able to group entities into one client folder for related entities

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Sarah Pemberton supported this idea  ·  31 May, 2022

8. Xero Workpapers - Move Negative Comparatives to a Different Lead Schedule

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Sarah Pemberton supported this idea  ·  31 May, 2022

9. Xero Workpapers - Integrate with Xero Files

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Sarah Pemberton supported this idea  ·  31 May, 2022

10. Workpapers - Roll forward to the next years workpapers

    85 votes

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    5 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    submitted  ·  AdminDana A (Admin, Xero) responded

    Sorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.

    Sarah Pemberton supported this idea  ·  31 May, 2022

11. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

    225 votes

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    submitted  ·  12 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Sarah Pemberton supported this idea  ·  31 May, 2022

12. Email Settings: UK Payroll | Payslips - Schedule date for payslips to be emailed

    158 votes

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    submitted  ·  41 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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13. UK VAT - Ability to enter VAT scale charge

    4 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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14. CIS - Allocate expenses to multiple accounts

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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15. VAT - Partial Exemption Calculation

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    1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hey everyone, appreciate that this idea's intent is to help save user's time in calculating the VAT, but I wanted to share that it is possible to record partial VAT exemptions, for those who aren't aware. We will continue to to track interest in this idea but in the meantime you can:

    
    

    1. Calculate your own your partial exemption adjustment amounts
    2. Enter them as VAT box adjustments on your non-MTD or MTD VAT return

    Alternatively, if you use a set percentage adjustment you could do one of the following:

    • Add a custom Tax Rate for your % rate.
    • Adjust the VAT on each bill to the amount you can claim. Click the + next to the tax rate to do this. (You'll need to use the 'Amounts are' Tax Exclusive option to see it.)

    We recommend you talk to your accounting advisor or HMRC if you need more help with this.

    
    

    There's more information on this in the following Xero Central articles:

    Adjust the amounts on a VAT return

    Add, edit, or delete tax rates

    Adjust the VAT amount for a transaction

    Hey everyone, appreciate that this idea's intent is to help save user's time in calculating the VAT, but I wanted to share that it is possible to record partial VAT exemptions, for those who aren't aware. We will continue to to track interest in this idea but in the meantime you can:

    
    

    1. Calculate your own your partial exemption adjustment amounts
    2. Enter them as VAT box adjustments on your non-MTD or MTD VAT return

    Alternatively, if you use a set percentage adjustment you could do one of the following:

    • Add a custom Tax Rate for your % rate.
    • Adjust the VAT on each bill to the amount you can claim. Click the + next to the tax rate to do this. (You'll need to use the 'Amounts are' Tax Exclusive option to see it.)

    We recommend you talk to your accounting advisor or HMRC if you need more help with this.

    
    

    There's… more

16. Reporting - View payment reference and date paid

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    submitted  ·  6 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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