Settings and activity
7 results found
-
6 votes
Hi Claire, thanks for your interest in this idea. Although we haven't enabled the option to exclude a balance sheet from sole trader accounts within Xero HQ we wanted to share this very exciting update with you. We recently released a direct import of the P&L from Xero onto the self-employment worksheet within Personal Tax, without the need to map the account codes and generate a set of sole trader accounts.
Previously we only supported an import from Sole Trader Accounts to Personal Tax which for some of our partners involved an extra step, particularly for smaller clients who typically only receive Income & Expenditure accounts. We hope by adding this functionality that you will be able to maximise the more flexible reporting capabilities within Xero to produce accounts for sole traders. This new feature is not simply an import either, it also supports cash-basis, allows you to manage the…
Mandy Roger
supported this idea
·
-
4 votes
An error occurred while saving the comment Mandy Roger
shared this idea
·
-
13 votesMandy Roger
supported this idea
·
-
16 votesMandy Roger
supported this idea
·
-
73 votes
Hi everyone, our product team are looking for partners to take part in a beta for partnership tax for ordinary partnerships. If you have any clients you think would be suitable, please fill out this expression of interest form and our team will be in touch. Thanks!
An error occurred while saving the comment Mandy Roger
commented
I have been advised by my account manager that partnership returns are in the second 'beta testing' phase at the moment and that they will be ready for launching in the summer time (by August 2024 at the latest). I do hope this is the case, as I now have a lot of clients who are partnerships.
An error occurred while saving the comment Mandy Roger
commented
Can you please let your xero partners have an update on when SA800 partnership returns will be enabled within xero for submission to HMRC?
We would really appreciate an update on this.
An error occurred while saving the comment Mandy Roger
commented
I now have many partnerships in my client portfolio. Partnership accounts & returns are now crucial for my practice & I will have to use other software if xero do not manage to deliver a solution. Can you please provide an update on this?
An error occurred while saving the comment Mandy Roger
commented
Is there any news on when Xero will be scheduling in this piece of work? Will partnership tax return submissions within xero be included in the 2024 roadmap?
Mandy Roger
supported this idea
·
-
6 votesMandy Roger
supported this idea
·
-
48 votes
An error occurred while saving the comment Mandy Roger
commented
Please can you let me know when draft documents can be sent securely prior to making changes & uploading final documents for approval?
Mandy Roger
supported this idea
·
Thanks for your comment Kiala, I think it would be easy enough for the xero team to change this wording to "click to review & sign" rather than "click to sign" so I hope this can be actioned very soon.