Settings and activity
37 results found
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1 vote
Hi Joanne, appreciate you raising the idea with us here.
Just to confirm how this currently works - in the Xero Tax IR3 form, IETC is tied to the income amount entered in the return. The question that asks whether they're eligible is part of the form logic, and will determine if your income or status is non-qualifying. If this is the case it'll mark IETC as unavailable.
While we'll get a sense of the wider interest in a change for this here, we want to be upfront that we don't have any short term plans for changing this forms logic.
Joanne Watson
shared this idea
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180 votes
Hi Natascha,
Thanks for submitting your idea and highlighting what matters most to you.
We’ve reviewed it, and it’s now open for community support. Feel free to share it with colleagues who may benefit so they can vote as well!
Others can also comment to add context and explain how this enhancement would improve their Xero experience ☺️
Joanne Watson
supported this idea
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1 vote
Hi Joanne, I just wanted to share an update as checking in with our product teams - from the screenshot you shared around the tax provision in the Balance Sheet Income Tax Reconciliation pulling in the wrong sign. This is something that we're working on right now. I'll come back to let you know once this is fixed.
Joanne Watson
shared this idea
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5 votes
Appreciate you sharing how we could enhance the new Workpapers solution for you here. Our product teams have a close watch on the ideas coming through this forum and I'll be sure to update if there are any plans made for this.
An error occurred while saving the comment Joanne Watson
supported this idea
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73 votes
Thank you for the feedback on the new Workpapers experience. We've reviewed your idea and now it's up to the community to get behind and support it. We really appreciate the time taken and the input of our customers and encourage you to share your idea with any colleagues that this could benefit so they can add their vote too! This is invaluable to our Product team. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment Joanne Watson
commented
Also why does the workpaper pack automatically show as "In Progress" when it's set up? Should be "Not Started" until the file preparer actually starts on the job. We are having to go into the workpapers and bulk update to "Not Started" when our admin team set the job up.
Joanne Watson
supported this idea
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8 votes
We appreciate you sharing your idea and letting us know what changes are most important to you.
We've completed our review, and now it's time for the community to show its support!
Please share your idea with colleagues who might find it useful and encourage them to vote. Community members can also add comments to expand on how your idea would improve their experience using Xero.
Joanne Watson
supported this idea
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28 votes
Hi everyone, just want to share an update that work for being able to review approvals is underway. 🚧
We'll be back to share more with you all soon.
An error occurred while saving the comment Joanne Watson
commented
Also, why do the attachments and comments within the workpapers not show on the Trial Balance? Surely these should be linked so you can easily see at Trial Balance level what codes have comments/queries on them that you need to look at when reviewing.
Joanne Watson
supported this idea
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An error occurred while saving the comment Joanne Watson
commented
Need to be able to easily see what has been reviewed and what needs to be cleared. Classic Workpapers made it visually easy to follow what the queries were, what needed to be followed up and signed off
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6 votes
Hi team, we really appreciate the feedback from you here and the issues for Reviewers that you've raised. We've made some recent changes and are really keen to hear if these improvements have solved for your needs.
Now;
- when using the arrow keys in the top right to navigate between worksheets, those marked as Not applicable are now automatically skipped
- When viewing attachments, you can use the arrow key button at the bottom of the attachment to move between files (screenshot below)
Let us know if these changes have been of benefit!
Joanne Watson
supported this idea
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7 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Joanne Watson
supported this idea
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14 votes
We appreciate hearing how we could improve new Workpapers for your use and efficiency.
This is an idea our team have eyes on but we want to be transparent we don't have any plans for at this time.
If there is any news to share I'll let you know, here. Thanks
Joanne Watson
supported this idea
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An error occurred while saving the comment Joanne Watson
commented
Agree, this would definitely save some time
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7 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Joanne Watson
supported this idea
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6 votes
Hi Sam, thanks for sharing your thoughts on adding document linking to Income Tax workpapers.
We’ve taken a look and moved your idea into Gaining support, so it’s now open for others in the community to vote on and weigh in. If you’re able to share a bit more about how you’d use this, it could really help others see the value - and give the product team a clearer picture too.
We’ll keep you updated as things progress.
Joanne Watson
supported this idea
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9 votes
Hi team, thanks for your inputs here. This is an idea that our product team are exploring and considering how they improve the collaboration. For now we'll shift into discovery and I'll share when there is more news around this.
Joanne Watson
supported this idea
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10 votes
Thanks for sharing about our new Workpapers solution team. We value your input as our product teams continue to develop this new solution.
I will make sure to share if any plans are made for adding further statuses. For now we are keeping a close track on the support in this here.
Joanne Watson
supported this idea
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7 votes
Appreciate how being able to see line attachments from the Supporting documents section would be beneficial. Thank you for feeding back on the new experience and supporting the idea here.
Right now we have a close eye on all ideas about new Workpapers and will be sure to share if there's news on this here.
Joanne Watson
supported this idea
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7 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Joanne Watson
supported this idea
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15 votes
Thanks for sharing your idea, Michaella! It's great to hear what improvements would help in new Workpapers.
We'd like to gauge the interest from others in this here and I'll let you know if any plans are made for groups.
Joanne Watson
supported this idea
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8 votes
Appreciate you sharing the type of workpapers that will help you get full use out of the new solution, Lyndsay.
We're working on adding more worksheets on the new solution so I'll keep you updated as there are updates here.
Joanne Watson
supported this idea
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15 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Joanne Watson
supported this idea
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13 votes
Hi everyone, we've made some recent updates to how notes/queries are shown to make them more visible.
We'd love to hear your feedback here and whether this has improved things for you. Thanks
Joanne Watson
supported this idea
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Definitely a must have for this page in the workpapers. You need to be able to review each item separately and add review notes against the specific documents.