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6 results found

  1. AU Tax - Ability to create future tax forms for other entity types.

    293 votes

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    73 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hiya team, we understand the importance of being able to get ahead and create future tax forms in Xero. While work for this isn't underway just yet, we have plans to develop Company Tax Returns(CTR) for the future over the next 12 months. We know there are some in the idea here very much interested in Trust Tax Returns(TRT), however these will be further out, after CTR's.

    We'll keep you updated on any progress of this in the idea here. Thanks

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    Sharon Voisey commented  · 

    Being able to create future Estate returns to finalise the Estate is very important to our clients.

    Sharon Voisey supported this idea  · 

  2. Practice Manager | Client - Copy a client (including all contacts)

    53 votes

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    6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for starting the idea here, Renee. 

    Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?

    If the last, we have a similar idea over here that I can join you in with. 🙂

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    Sharon Voisey commented  · 

    To be able to duplicate a client to stop typing in all duplicated information would be fabulous.
    It would also be great if some fields require changing before duplicating as they are unique to the client - bank account, TFN, ABN, etc

    Sharon Voisey supported this idea  · 

  3. Practice Manager | Report - Client Search

    21 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Voisey commented  · 

    I agree. The time it takes to run this report is inefficient.

    Sharon Voisey supported this idea  · 

  4. Contact name defaults to the Job Manager in Xero Tax Return

    3 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Sharon Voisey supported this idea  · 

  5. Practice Manager | Permissions - Staff ability to view billing client

    4 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Voisey shared this idea  · 

  6. XPM - Apply Access Restrictions to Client tab

    42 votes

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    submitted  ·  20 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Voisey supported this idea  ·