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11 results found

  1. Bank Rules - Add condition for transaction type

    15 votes

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Haylee McCallum supported this idea  · 

  2. Report Templates - Trust tax rate 39% 2025 and 33% in comparatives in annual accounts tax note

    56 votes

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    5 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for raising the idea with us here, community.

    Currently, there's no functionality in Xero to have a single row have two different formulas for each column, or have two columns appear when grouped. (Example, the 2024 column cannot be calculated with 33% tax if the formula for the row is calculated with 39%)

    Right now as Paul's noted 🙏, we'd recommend using a 'Custom' row in the Notes report and have the row heading be similar to 'Tax Payable (33% 2024, 39% 2025)'.

    In doing so, you'll then be able to manually input the figures into this section of the notes report after you click 'Update layout'.

    We don't have any immediate plans for developing this capability, but I want to assure you interest for this has been shared with our product team and we'll update you if there's any news.

    Haylee McCallum supported this idea  · 

  3. NZ GST - Mark GST Return as filed

    23 votes

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    submitted  ·  6 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Haylee McCallum supported this idea  · 

  4. Pricing Plans - Add Cash Coding to Starter plan

    171 votes

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    submitted  ·  85 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Haylee McCallum supported this idea  · 

  5. NZ Tax Letters - Notification when Tax Letter email fails to send

    38 votes

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    6 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    under review  ·  AdminHannah G (Admin, Xero) responded

    Our team is looking into this idea, however, they don't have any dates planned on when they’ll develop a notification to let you know whether a tax letter has failed to send. We understand that this feature is important so that you can be certain your clients have received their tax payment reminder letters.

    We are monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status, and if there's any movement, we'll make sure to come back and update you here.

    Haylee McCallum supported this idea  · 

  6. NZ Tax - Include GST tax type for tax statements report

    12 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Haylee McCallum supported this idea  · 

  7. Xero Files | Report: Ability to see user access

    5 votes

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    submitted  ·  1 comment  ·  For small businesses » Settings & user roles  ·  Admin →
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    Haylee McCallum supported this idea  · 

  8. NZ Tax: Customise style on tax return PDFs

    15 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Haylee McCallum supported this idea  · 

  9. Xero Tax(NZ) - Losses carried forward

    109 votes

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    10 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks so much for your continued feedback and for casting your votes for automating losses carried forward in Xero Tax NZ. We genuinely appreciate you highlighting the challenges you face with the current process, and understand that manually re-entering these figures is a significant pain point for many of you. 

    I wanted to let you know that this idea is currently In discovery - Meaning our product team is actively researching and exploring the best ways to address the need for automated loss carry-forwards, including how different loss types behave and how to ensure a seamless flow of data within Xero Tax.

    We'll be sure to provide another update as soon as we have more information to share on our progress.🙂

    Haylee McCallum supported this idea  · 

  10. NZ Tax - Remove 901D sample templates from dropdown menu

    7 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Haylee McCallum shared this idea  · 

  11. NZ Tax - Edit the name of PDF attached in tax payment letter emails

    4 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Haylee McCallum shared this idea  ·