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  1. NZ Tax - Cross-Form Validation Check for NZ Taxable Income Figures

    9 votes

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    0 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Caeden, thanks for sharing your idea about IR10 validation. It’s great to understand how automatically matching Box 29 with the main tax return could make audit workflows smoother.

    The community team has reviewed this and moved it to Gaining support, so it’s now open for votes and comments. If you’d like to see this in action, sharing a bit more about how you’d use it in your practice could help others understand its value.

    We’d also love to hear from anyone else with thoughts or experiences around this as it helps our team understand the impact. We’ll keep you updated as the idea develops.

    Leean Bedwell supported this idea  · 

  2. Customer Statements - Ageing (30, 60, 90days)

    432 votes

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    165 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everybody, coming across from the previous forums we know this idea has a lot of interest.

    There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.

    Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.

    • Once you've got it set up, save as Custom so you can easily access this format anytime
    • If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
    • Export the report to PDF, where you can send to customers from your email system outside of Xero

    We appreciate…

    Leean Bedwell supported this idea  · 

  3. GST - Ability to transfer refund to an associated tax payer

    15 votes

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    submitted  ·  2 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Leean Bedwell commented  · 

    This feature would be more efficient than having to request separately from the GST return.

    Leean Bedwell supported this idea  · 

  4. NZ Tax - Adding Correspondence to Tax Return

    24 votes

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    6 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while we appreciate hearing how we could make processes more efficient for our customers using Xero, this is not an idea we would be able to take action on.

    Inland Revenue do not currently allow correspondence to be sent with a tax return via the Gateway services. This may be feedback that you could share with your IR Account Manager. Thanks

    An error occurred while saving the comment
    Leean Bedwell commented  · 

    This would be an efficient feature to have.

    Leean Bedwell supported this idea  ·