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10 results found

  1. Report Builder Fields - fields from Tax Return Data

    15 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Liz Reams shared this idea  · 

  2. Report Templates - Livestock trading statement

    111 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Liz Reams supported this idea  · 

  3. Client access to Report Templates

    85 votes

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    35 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Liz Reams supported this idea  · 

  4. Report Templates - Trust tax rate 39% 2025 and 33% in comparatives in annual accounts tax note

    52 votes

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

    Thanks for raising the idea with us here, community.

    Currently, there's no functionality in Xero to have a single row have two different formulas for each column, or have two columns appear when grouped. (Example, the 2024 column cannot be calculated with 33% tax if the formula for the row is calculated with 39%)

    Right now as Paul's noted 🙏, we'd recommend using a 'Custom' row in the Notes report and have the row heading be similar to 'Tax Payable (33% 2024, 39% 2025)'.

    In doing so, you'll then be able to manually input the figures into this section of the notes report after you click 'Update layout'.

    We don't have any immediate plans for developing this capability, but I want to assure you interest for this has been shared with our product team and we'll update you if there's any news.

    Liz Reams supported this idea  · 

  5. AU Tax - Warning when creating client record with same TFN as archived client

    48 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded

    Hi Samantha, thanks for sharing this excellent suggestion for improving data integrity in Xero Tax. Preventing duplicate client records is incredibly important for practice management.

    We've reviewed your idea to have the duplicate TFN warning also check against archived clients when creating a new record. Your suggestion is now ready to gain support and feedback from other members of the community.

    Along with votes, other tax professionals can now share their experiences and comment on how this enhanced warning would help ensure clean client data within their practice.

    Liz Reams supported this idea  · 

  6. Report Templates - Add Tracking summary report

    53 votes

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

    Hi team, this report has been split out from a previous one that requested the addition of both payroll and tracking summary reports to Report Templates. It's unlikely both these reports would be added at once, and it's good to track the interest in each.

    While we have just released a new Tracking Summary report in Xero this isn't something that's been added to Report Templates just yet, if there are any plans for this we'll let you know here. Thanks

    Liz Reams supported this idea  · 

  7. AU Payroll - Bulk delete timesheets

    39 votes

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    submitted  ·  9 comments  ·  For small businesses » Payroll  ·  Admin →
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    Liz Reams supported this idea  · 

  8. AU Tax - Bulk selection and status updates

    26 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Liz Reams supported this idea  · 

  9. Xero Tax (AU) - Ability to show the difference between original tax and amended tax returns

    122 votes

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

  10. Xero Tax(AU) - Separate user permissions for 'Mark as Approved' and 'Out to Sign'

    29 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Liz Reams supported this idea  ·