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  1. 61 votes

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    Paul Howlett supported this idea  · 
  2. 194 votes

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    Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks

    Paul Howlett supported this idea  · 
  3. 28 votes

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    Paul Howlett supported this idea  · 
  4. 8 votes

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    Paul Howlett commented  · 

    This is an issue ALL throughout XPM.

    The most egregious example I struggle with is no 'Issue Date' on a client's Invoice page.

    Paul Howlett supported this idea  · 
  5. 17 votes

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    Paul Howlett commented  · 

    Brand new 2024 Tax release and there is STILL nowhere to enter PAYG Instalments paid by a Trust.

    The Trust income tax estimate is therefore incorrect, and I need to manually create it in excel.

    EDIT: And the option to print an estimate (as part of the exported tax return) has disappeared... Couldn't even copy it from 2023 to 2024...

    Paul Howlett supported this idea  · 
  6. 8 votes

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    Appreciate the conversations here. The other idea linked in this conversation that we delivered on was for the ability for information to flow from the Trust Return(TRT) to Individual Returns(ITR) which is facilitated with the Trust Income Schedule,

    This is slightly different in that you're wanting information from the CGT worksheet to flow through to a TRT.

    Right now non ITR's will need to create a CGT worksheet after the Trust Income Schedule, we appreciate wanting to see further improvement in this space for non ITR's to create a CGT event in a worksheet. It's something we looking to implement in the future but don't have a timeframe on atm. I'll let you know here if there are any changes. Thanks

    Paul Howlett shared this idea  · 
  7. 196 votes

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    Paul Howlett supported this idea  · 
  8. 1,082 votes

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    We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.

    I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…

    Paul Howlett supported this idea  · 
  9. 72 votes

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    Paul Howlett commented  · 

    @Ben Fairless Hear hear!!

    Paul Howlett supported this idea  · 
  10. 3 votes

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    Paul Howlett supported this idea  · 
  11. 31 votes

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    Paul Howlett supported this idea  · 
  12. 219 votes

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    Paul Howlett commented  · 

    @Dale They were able to implement it within Xero Tax, but still not within Xero Blue!!

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    Paul Howlett commented  · 

    This is available in Xero Tax, and yet not in Xero Blue?!?

    I sometimes wonder what all the programmers are doing at Xero (other than removing the ability to effectively tab through screens quickly, and without using the mouse)...

    Paul Howlett supported this idea  · 
  13. 26 votes

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    Hey community - just popping back in to re-open this idea 😊

    Our previous update confirmed this was possible for users in Australia, however the bulk of this group is based in the UK, where this feature is not available.

    As such, we'll be shifting this back to 'Submitted' to continue to collect votes around this feature in a UK Tax context. 

    Thanks again to everyone that's shared their vote and added their commentary in the meantime!

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    Paul Howlett commented  · 

    IT DOES NOT WORK

    Even as an Australia user, I had to go into XPM and DELETE the link between Spouses and re-link them to get the tax return to update. It may have possibly updated on it's own, given enough time, but I CANNOT AFFORD TO JUST SIT AROUND WAITING FOR THE PROGRAM TO POSSIBLY UPDATE IN THE BACKGROUND.

    FIX YOUR BROKEN SOFTWARE.

    Paul Howlett supported this idea  · 
  14. 8 votes

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    Paul Howlett supported this idea  · 
  15. 5 votes

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    Paul Howlett supported this idea  · 
  16. 293 votes

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    Hiya team, we understand the importance of being able to get ahead and create future tax forms in Xero. While work for this isn't underway just yet, we have plans to develop Company Tax Returns(CTR) for the future over the next 12 months. We know there are some in the idea here very much interested in Trust Tax Returns(TRT), however these will be further out, after CTR's.

    We'll keep you updated on any progress of this in the idea here. Thanks

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    Paul Howlett commented  · 

    Literally just spent over an hour filling out a paper form for a deceased estate (different one to my previous comment, lol), just so it can be wrapped up in a timely manner.

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    Paul Howlett commented  · 

    Hear Hear!

    Currently finalising a Deceased Estate that is being wound up, but is going to have to sit on the shelf for five months because the Partner doesn't want to lodge a paper form and Xero refuses to listen to customer requests.

    Paul Howlett supported this idea  · 
  17. 267 votes

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    Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).

    We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.

    Paul Howlett supported this idea  · 
  18. 45 votes

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    Paul Howlett supported this idea  · 
  19. 279 votes

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    Paul Howlett supported this idea  · 
  20. 107 votes

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    Paul Howlett supported this idea  ·