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10 results found

  1. Reporting: Profile based defaults for settings and reports - Based on client files and user

    8 votes

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    1 comment  ·  For small businesses » Settings & user roles  ·  Admin →
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    Rebecca Lane supported this idea  · 

  2. AU Tax - Create CGT worksheet from Trust Income Schedule (TIS) for non-individual returns

    43 votes

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    13 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the conversations here. The other idea linked in this conversation that we delivered on was the ability for information to flow from the Trust Return(TRT) to Individual Returns(ITR) which is facilitated with the Trust Income Schedule.

    We appreciate wanting to see further improvement in this space, and this is something we have intentions of looking at in the future, however we don’t have any timeframe right now. I’ll be sure to share any news with you all here.

    Rebecca Lane supported this idea  · 

  3. Fixed Assets - Dispose multiple assets at once

    424 votes

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    submitted  ·  108 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rebecca Lane supported this idea  · 

  4. Fixed Assets - Partial allocation of depreciation for business and private use

    276 votes

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

    Hi team, we’ve seen a lot of support for this idea, and acknowledge why you’d like a simple way of reflecting if part of a fixed asset is used privately.

    As Xero doesn’t currently offer a built-in way to allocate depreciation between business and private use I wanted to re-highlight from our last update how this can be recorded -

    Currently you could post manual journals to record the private use apportionment of a Fixed Assets depreciation.

    If you're using Fixed Assets in NZ it's possible to set up an asset and apportion a % for private use. However, it's important to note that it's not possible to apportion the private use depreciation of an asset prior to using Xero. In this case when you sell the asset a manual journal may be needed to correctly state the private use.

    At this time, we want to be upfront that our…

    Rebecca Lane supported this idea  · 

  5. Xero Tax XPM - calculate the estimated PAYG instalment payable in SMSF Tax Returns

    17 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Rebecca Lane commented  · 

    I agree this is also needed for companies

    Rebecca Lane supported this idea  · 

  6. Bank Accounts - Ability to add a 'Reporting name'

    43 votes

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    3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your images showing what you're meaning here, Zoe. Makes it super clear for others and our product teams. 

    Appreciate it's not the ideal solution but good to hear you're aware of how you can group and rename an account through the Financial reports at present. We'll keep an eye on the interest in this, here. 

    Rebecca Lane supported this idea  · 

  7. Xero Tax(AU ) | Business Schedule - Individual Worksheets

    86 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Rebecca Lane supported this idea  · 

  8. Xero Tax (AU) | Include Company PAYG instalment as part of the return

    20 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Rebecca Lane supported this idea  · 

  9. AU Tax - Xero Tax Trust Estimate For ALL Trust Types

    146 votes

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    19 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    In discovery  ·  AdminDavina Roper (Admin, Xero) responded

    Hi everyone, we appreciate all the attention and interest this idea has received. This has not gone unnoticed and our product team understand the importance of these estimates for practices.

    There is a bit of complexity involved in being able to achieve this, but we'd like you to know this is something our teams are looking into.

    As soon as we have any updates we'll be sure to share with you all through this idea. Thanks 🕵️


    Rebecca Lane supported this idea  · 

  10. Xero Tax(AU) | Worksheet to calculate number of days not liable for M2 (Medicare levy surcharge)

    127 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Rebecca Lane supported this idea  ·