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8 results found

1. VAT Return report - Transactions not included

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   5 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   HI team, our article here will likely help you identify transactions that have not been included in your VAT return. 

   You can run the Account Transactions report to compare with the Transactions by VAT box tab of your VAT return. 

   Claire Milliken supported this idea  ·  18 September, 2023

2. Xero Tax (UK) | Prepare sole trader accounts on cash basis

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

   Hi Claire, thanks for your interest in this idea. Although we haven't enabled the option to exclude a balance sheet from sole trader accounts within Xero HQ we wanted to share this very exciting update with you. We recently released a direct import of the P&L from Xero onto the self-employment worksheet within Personal Tax, without the need to map the account codes and generate a set of sole trader accounts.

   Previously we only supported an import from Sole Trader Accounts to Personal Tax which for some of our partners involved an extra step, particularly for smaller clients who typically only receive Income & Expenditure accounts. We hope by adding this functionality that you will be able to maximise the more flexible reporting capabilities within Xero to produce accounts for sole traders. This new feature is not simply an import either, it also supports cash-basis, allows you to manage the account code mappings and click through from the personal tax return to see the breakdown of the transactions which have been included. This workflow still fits in perfectly with our in-built e-Sign solution, Document Packs, also as the report generated within Xero can simply be published and included with the tax return to go out together for signature.

   There will be further enhancements to our direct integration from Xero to Personal Tax too, so watch this space

   Hi Claire, thanks for your interest in this idea. Although we haven't enabled the option to exclude a balance sheet from sole trader accounts within Xero HQ we wanted to share this very exciting update with you. We recently released a direct import of the P&L from Xero onto the self-employment worksheet within Personal Tax, without the need to map the account codes and generate a set of sole trader accounts.

   Previously we only supported an import from Sole Trader Accounts to Personal Tax which for some of our partners involved an extra step, particularly for smaller clients who typically only receive Income & Expenditure accounts. We hope by adding this functionality that you will be able to maximise the more flexible reporting capabilities within Xero to produce accounts for sole traders. This new feature is not simply an import either, it also supports cash-basis, allows you to manage the… more

   Claire Milliken shared this idea  ·  14 September, 2023

3. VAT Returns: Submit for client approval through Xero

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Claire Milliken supported this idea  ·  19 July, 2023

4. Xero Tax(UK) | Show if signature has been requested

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Claire Milliken commented  ·  18 July, 2023  ·  Edit…  ·  delete…

   We need the same as Stephen Brown as at the moment we don't know if or when they were sent or who they were sent to.

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   Claire Milliken supported this idea  ·  18 July, 2023

5. Xero Sign - Send copy to self

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   submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Claire Milliken supported this idea  ·  18 July, 2023

6. Personal Tax (UK) - Tax adviser details

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   1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   under review  ·  AdminHannah G (Admin, Xero) responded

   Thanks for raising this idea, Abhaas. The tax adviser details will roll forward into the next year for each client, once added. But we totally understand that entering them in one place for all clients would be a big time saver.

   For full transparency, this is something we'd love to solve for you, but we currently are working on other items like importing HMRC data and supporting the SA107, so it isn't currently something that is planned right now.

   We definitely see the positives from auto-filling the tax adviser details so we'll continue to monitor interest in this idea and consider how this fits into our plans with making tax and practice management more integrated.

   Claire Milliken supported this idea  ·  18 July, 2023

7. Xero Tax (UK) - Roll forward data to subsequent years filings

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Claire Milliken supported this idea  ·  18 July, 2023

8. Xero Tax (UK) - Ability to bulk update format of director name

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Claire Milliken supported this idea  ·  18 July, 2023