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  1. Xero Tax (AU) | Import from Xero with substituted accounting periods

    37 votes

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    4 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Jonathan Papailiou supported this idea  · 

  2. AU Tax - Expand Financial Mapping to Include All Tax Return Schedules

    41 votes

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    8 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi community, thanks for engaging with this idea! It’s already gaining strong traction, and we can see how important this is to many of you.

    We understand the value of being able to map general ledger accounts directly to all tax return schedules in Xero Tax, not just the business schedule. This improvement would go a long way in streamlining tax workflows, increasing efficiency, and reducing the risk of manual entry errors.

    The idea is now in the Gaining Support stage. Your continued votes and comments help highlight its importance and guide our product team's priorities.

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    Jonathan Papailiou commented  · 

    this would make life a lot easier! Great suggestion!

    Jonathan Papailiou supported this idea  · 

  3. Report Templates | Copy - Client to practice, or client to client

    64 votes

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    25 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Back with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs!

    As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates.

    While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, here.

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    Jonathan Papailiou commented  · 

    Looking to be able to select a P+L layout (screenshot one) when we go to prepare financial statements in the adviser section (screenshot 2) from the ones we prepare in a specific client file.

    We end up creating a customer P+L layout to work in Xero, then create it again when preparing financials as our firm's base template always needs to be tweaked give every client has slightly different account codes and line items. Being able to set it up once rather than twice will be more efficient.

    Jonathan Papailiou supported this idea  ·