Settings and activity
12 results found
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100 votes
Annette Collett
supported this idea
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9 votes
Thanks Karan, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
Annette Collett
supported this idea
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15 votes
Hi everyone, thanks for the on-going interest and engagement in this idea. As mentioned in our last update - tax adviser details will roll forward into the next year for each client, once added.
However, our product team do appreciate how auto-filling the tax adviser details would make things more efficient.
While we don't have immediate plans, this is something our teams are taking a closer look into solving for Xero Tax (UK) Personal tax.
I'll be sure to come back and keep you updated of any progress in this space.
Annette Collett
supported this idea
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5 votes
Hey Mandy, thanks for asking Anchal to raise this as an Idea for review. As Anchal and the Product team have conveyed this is being looked at currently (Balance Sheet addition to Partnership filings) and there will be updates as this progresses. The client address is not something we are looking at currently as it is not mandatory for HMRC or Companies House.
An error occurred while saving the comment Annette Collett
supported this idea
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57 votes
Appreciate your input here, everyone. Our team is aware of the challenges our partners are facing around the auto-reversal of negative balance. It’s on their roadmap to investigate and provide a better user experience.
For the time being, I’ll move this idea into ‘Under review’ status. And when there's movement, we'll make sure to come back here and let you all know.Annette Collett
supported this idea
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4 votes
Thanks for sharing in the community here. While we appreciate there are some organisation's that have a large number of accounts, the current 200 limit per page is sufficient for majority of organisations to see their full list of accounts and we don't have plans for extending this.
Annette Collett
supported this idea
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13 votesAnnette Collett
supported this idea
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78 votes
Hi community, thanks for continuing to share interest in this idea with us here.
As many will be aware we've developed a new Accounts production tool for Xero Tax available to all Xero Partners.
Currently within Personal Tax there remains the ability to directly import a Profit & Loss into the self-employment worksheet. However, with an outlook of further developing our new Accounts production tool, Sole trader accounts will be something we eventually work into this.
Right now, there are a few other things in the pipeline before we get to this, but I'll be sure to keep you updated here of development for Sole trader accounts.
Annette Collett
supported this idea
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42 votesAnnette Collett
supported this idea
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22 votes
Hi team, we appreciate interest in being able to create more customised layouts when it comes to the styling of the PDF's of your reports.
Being upfront this isn't a feature we have immediate plans around but we'd like to keep tracking the interest from community around, through this idea.
An error occurred while saving the comment Annette Collett
commented
I need to amend the front cover so that the client information etc fits in a window on my Binder covers not halfway down the page
Annette Collett
supported this idea
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12 votesAnnette Collett
supported this idea
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An error occurred while saving the comment Annette Collett
commented
I can't understand why the Sole Trader accounts don't have an Accountants Report and more detailed notes, Accounting Policies etc, which are necessary for sending accounts to clients. The Partnership accounts have an Accountant's Report, Accounting Policies and detailed notes which are all perfect, we need these in Sole Trader accounts too please
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5 votesAnnette Collett
supported this idea
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An error occurred while saving the comment Annette Collett
commented
I can't understand why the Sole Trader accounts don't have more detailed notes, Accounting Policies etc, which are necessary for sending accounts to clients. The Partnership accounts have an Accounting Policies and detailed notes which are all perfect, we need these in Sole Trader accounts too please
An error occurred while saving the comment Annette Collett
commented
Most of my clients are sole traders and I need an additional note where they sign on the Balance Sheet and a note and signing line for me as accountant too. Please can this be added as optional to the sole trader accounts?
If a partnership has a Balance Sheet and turnover does not exceed £15million completing the Balance Sheet boxes on the SA800 is required - this has to be available to correctly file the majority of SA800's