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  1. US Sales tax - 1099s: W9 submissions should create an actual document

    6 votes

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    2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi there

    While we don’t create an exact replica of the form we’ve worked closely with our compliance team to make sure that if you are audited we can supply the information needed. We also cater for the event of W-9 information being overridden and needing W-9’s from previous years.

    In terms of getting the information for an audit - while we don’t offer a self service option at the moment - if you need it you can submit a request to our support team and we’ll provide what you need for an audit 😊

    Gina Palacio supported this idea  · 

  2. US 1099 - Identify Checks and Debit Card activity on bank accounts

    7 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Gina Palacio supported this idea  · 

  3. Projects Reporting - Include tracking

    30 votes

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    submitted  ·  10 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gina Palacio commented  · 

    Being able to run an uncategorized report on Projects (like tracking categories) would allow us to more easily see expenses that have been left out in error.

    Being able to use the Recode tool for Projects would allow us to more easily fix errors.

    Without these two features, Projects is of limited use, as there is no easy way to reconcile differences and fix errors.