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12 results found

  1. Practice Manager | Staff - Report/list of charge out rates

    33 votes

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    submitted  ·  7 comments  ·  Practice tools  ·  Admin →
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    Haylee McCallum supported this idea  · 

  2. Bank Rules - Add condition for transaction type

    17 votes

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    1 comment  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Haylee McCallum supported this idea  · 

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

    66 votes

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    5 comments  ·  Practice tools  ·  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  · 

  4. NZ GST - Mark GST Return as filed

    25 votes

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    submitted  ·  7 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Haylee McCallum supported this idea  · 

  5. Pricing Plans - Add Cash Coding to Starter plan

    190 votes

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    submitted  ·  93 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Haylee McCallum supported this idea  · 

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

    50 votes

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    10 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the continued contributions here and while this is something our team may look at further in the future we want to be upfront that it's not currently on the roadmap.

    We'll be keeping a close track on the interest this further build here and be sure to share further updates if it is revisited.

    Thank you for sharing and engaging with us on this here in Product Ideas.

    Haylee McCallum supported this idea  · 

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

    12 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Haylee McCallum supported this idea  · 

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

    6 votes

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    submitted  ·  1 comment  ·  Practice tools » Practice management  ·  Admin →
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    Haylee McCallum supported this idea  · 

  9. NZ Tax: Customise style on tax return PDFs

    15 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Haylee McCallum supported this idea  · 

  10. Xero Tax(NZ) - Losses carried forward

    117 votes

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    11 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, back to share an update as work progresses. 😊

    Our team are in active development of 2025 (and future years) tax returns to provide pre-population of loss balances bought forward. We'll also provide warning on the return where data differs from that received from IR.

    I'll loop back again as we roll this out, along with further details of the change. Thanks!

    Haylee McCallum supported this idea  · 

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

    7 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Haylee McCallum shared this idea  · 

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

    4 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Haylee McCallum shared this idea  ·