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139 votes
Hi community, we appreciate the continued attention this idea is receiving. While our team will continue to review this idea, Xero Tax remains a Partner only product with tools and capabilities that help Xero Partners serve their clients with ease, and we don't have immediate intentions of changing this. Again, we'd like to encourage that if you're not currently connected to a Xero Partner you can find one that can serve your advisor needs through our Advisor Directory. If there is any change planned we will update you of this, here.
Also to note, our current position on Xero Tax does not relate to our MTD IT program and we'll be providing further information for this separately on this idea.Thanks
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353 votes
Jeremy Johnson
supported this idea
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An error occurred while saving the comment Jeremy Johnson
commented
So does everybody else find the same as us when invoicing and checking invoices?
If you want to check whether an invoice has been sent in xero and you go to the notes field under "show history and notes" then there may be a record which says something like
"Sent by"[namedxerocustomer] mailname@mydomain.com, followed by a date.
But the last character of the email address is always knocked off. So in the example above the record actually says emailname@mydomain.co
So the notes field does not give you an accurate record of the status of the transaction.
Also, if you save an invoice, edit it, then send it xero tells you that a xero user has sent the invoice but doesn't give you any record of email address at all. So these are bugs in the xero code. Echoing Diana Lorkin's comments "...having been asked by a client to provide proof of the email.." we have a similar issue: One of our administrators is off sick and we now need to go back and chase unpaid invoices. The basic starting point is to verify what was sent to which email address and on what date. And we cannot find anything in xero that gives us an accurate record of that.
Does everybody else find the same? The last digit of the email address is knocked off? And if you save as a draft then subsequently send the invoice there is no record of email address at all?
I use Xero for my LLP partnership accounts to submit VAT returns. I've just been trying to work out how to submit an SA800 partnership tax return via Xero as I can see this became a new option in 2023. I followed the guidance in the Xero articles that told me to choose "partnership" in "organisation settings", followed by "enable partnership tax" in the accounting menu. I did this and no option to enable partnership tax appeared in the accounting menu even though I had waited longer than five minutes for the page to refresh. So I contacted Xero support. And they gave me this answer:
"Partnership Tax is only available to our UK Xero Partners who are part of our Xero partner program. If you want to file your accounts or tax return through Xero Tax, we recommend you reach out to one of our Partners. I've included a link to our advisor directory that lists accountants and bookkeepers proficient in Xero. You can filter the list by area, industry experience, firm size, advisor type and experience with Xero products."
For the past few years I have been submitting VAT returns via Xero, but submitting partnership tax returns via Selftax.co.uk because Xero wasn't listed on the HMRC site as one of the software programs that I could use to submit a partnership tax return.
Clearly I'm just going to do the same again if Xero doesn't allow me to do this: I.e. I'm going to use Selftax.co.uk to submit my partnership tax return. But it makes no sense to me that I can submit VAT returns via Xero and yet I have to go to Selftax.co.uk to submit my SA800. Anybody else have the same problem? Surely we should be able to submit our partnership tax returns directly.