Settings and activity
13 results found
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30 votes
Claire Davis
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8 votes
Hi Michelle - thank you for raising. We can definitely see how this would help. I've checked with our Product team and this is something that is not currently on our immediate roadmap. However, we will continue to monitor this. In the meantime, we are in the process of adding integration with HMRC to pull employment data for all individuals.
Claire Davis
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38 votes
Hi everyone, we have a new Tax Manager that's currently in beta and with a small group of users. As part of Tax Manager there's 'Ready to start' which lists annual income tax returns from the most recently completed tax year, generated using your practice’s client list and data downloaded directly from the ATO.
We'll keep everyone updated here of when this rolls out wider to all AU Tax users. Thanks
Claire Davis
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43 votesClaire Davis
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13 votesClaire Davis
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17 votesClaire Davis
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9 votesClaire Davis
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21 votes
Thanks for everyone's contributions, here.
Things have moved on a lot since we last updated this idea - we recently launched Company Accounts, a new accounts production solution built directly within Xero which supports FRS 105 and FRS 1021a accounts for limited companies.
A lot of our customers feedback was incorporated into the development of this, particularly around notes.
We've updated a lot of disclosures for FRS 1021a and there's core text editor functions throughout these and the accounting policies which allows you to style the font, add bullets/numbering and add bespoke tables.
We'll continue reviewing this idea but building Company Accounts into Xero allows us to move much faster than we could before so we're going to continue focusing on specific note requests first so that we can save you as much time right out of the gates as possible, without having to invest time building your own notes.
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Claire Davis
supported this idea
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78 votes
Hi everyone, thanks for your interest in this idea. Although we haven't enabled the option to exclude a balance sheet from sole trader accounts within Xero HQ we wanted to share this very exciting update with you. We recently released a direct import of the P&L from Xero onto the self-employment worksheet within Personal Tax, without the need to map the account codes and generate a set of sole trader accounts.
Previously we only supported an import from Sole Trader Accounts to Personal Tax which for some of our partners involved an extra step, particularly for smaller clients who typically only receive Income & Expenditure accounts. We hope by adding this functionality that you will be able to maximise the more flexible reporting capabilities within Xero to produce accounts for sole traders. This new feature is not simply an import either, it also supports cash-basis, allows you to manage the…
Claire Davis
supported this idea
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86 votes
Hi everyone, our product team are looking for partners to take part in a beta for partnership tax for ordinary partnerships. If you have any clients you think would be suitable, please fill out this expression of interest form and our team will be in touch. Thanks!
Claire Davis
supported this idea
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12 votesClaire Davis
shared this idea
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211 votes
Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented.
That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow.
For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.
Claire Davis
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67 votesClaire Davis
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