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19 results found

  1. Xero Tax(NZ) - Losses carried forward

    117 votes

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    11 comments  ·  For accountants & bookkeepers » Xero Tax  ·  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!

    Paul Snyman supported this idea  · 

  2. Xero tax (AU) - Roll forward Tax Returns

    38 votes

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    6 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey team, we appreciate the feedback we've received and the support this idea has.

    Your idea is definitely on our product teams radar. Although there are no immediate plans to share right now, we will be sure to update you of any change that'd help, here. Thanks

    Paul Snyman supported this idea  · 

  3. Workpapers | Analytical review P&L worksheet - Ability to add annotate line items

    18 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Paul Snyman supported this idea  · 

  4. User Roles: Workpapers - Ability to give 'read only' access

    19 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Paul Snyman supported this idea  · 

  5. Workpapers - Customised by Entity type

    46 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Paul Snyman supported this idea  · 

  6. Workpapers - Roll forward to the next years workpapers

    108 votes

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    In development  ·  7 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Paul Snyman supported this idea  · 

  7. Workpapers - Ability to use Custom Excel Templates

    163 votes

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

    Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.

    Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.

    The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.

    We'll post an update as soon as we have any news to share.

    Paul Snyman supported this idea  · 

  8. Xero Workpapers - Being able to group entities into one client folder for related entities

    36 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Paul Snyman supported this idea  · 

  9. Workpapers - Ability to edit Internal queries

    17 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Paul Snyman supported this idea  · 

  10. Workpapers - Integrate with the Xero trial balance

    96 votes

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    In development  ·  8 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Paul Snyman supported this idea  · 

  11. Workpapers - Ability to add more users

    71 votes

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    In development  ·  3 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Paul Snyman supported this idea  · 

  12. XPM - Branch / Department Feature

    43 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Paul Snyman supported this idea  · 

  13. AU Tax - Rental Schedule Apportionment

    100 votes

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    submitted  ·  18 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Paul Snyman supported this idea  · 

  14. Xero Tax (AU) - Livestock Trading on Market Value

    41 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Paul Snyman supported this idea  · 

  15. AU Tax - Business and depreciation schedule

    38 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Paul Snyman supported this idea  · 

  16. Xero HQ | Report Templates - Increase number of Director & Partner fields

    13 votes

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    1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for engaging and sharing the idea here - Having a deeper read to interpret, there's the ability to add more client report fields that can be included in your report templates yourself (such as Director 5, Director 6 etc) - See detail in our help here.

    A couple of pointers to note, are;

    • ensure you have the Edit report templates permission, then
    • add the new client report fields at Xero HQ level first; this'll make them available to add in your Report templates. Then, add the names of the directors at the client level.

    We hope this helps you overcome the idea here, let us know if this doesn't quite accomplish what you're asking.

    Paul Snyman supported this idea  · 

  17. Report Templates - Livestock trading statement

    126 votes

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    submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Paul Snyman supported this idea  · 

  18. Reporting - Ability to view balances while in edit layout function

    28 votes

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    5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Paul Snyman supported this idea  · 

  19. Director Declaration - Auto adjust terminology (single vs multi)

    5 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Paul Snyman supported this idea  ·