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12 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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    Cassy Johnson 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.

    Cassy Johnson 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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    Cassy Johnson 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…

    Cassy Johnson 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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    Cassy Johnson commented  · 

    Companies too please!

    Cassy Johnson supported this idea  · 

  6. Xero Tax - Reporting name vs Account name

    11 votes

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

  7. 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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    Cassy Johnson supported this idea  · 

  8. AU Payroll - Include the leave description in Leave Request Report

    14 votes

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    submitted  ·  4 comments  ·  For small businesses » Payroll  ·  Admin →
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    Cassy Johnson supported this idea  · 

  9. 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. 

    Cassy Johnson 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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    Cassy Johnson supported this idea  · 

  11. AU Tax - Depreciation Schedules unlinked

    50 votes

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    submitted  ·  13 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Cassy Johnson supported this idea  · 

  12. AU Tax: CGT - Option to copy and transfer

    324 votes

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

    Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.

    We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here

    Cassy Johnson supported this idea  ·