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15 results found
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Kathryn Pinkerton
shared this idea
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2 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Kathryn Pinkerton
shared this idea
·
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
An error occurred while saving the comment -
49 votes
An error occurred while saving the comment Kathryn Pinkerton
commented
Currently there is easy no way to see there even IS a note.
Please can you add something like the FYI comment symbol that will be visible on the main tax payments search screen.Also you can't save a note without approving a tax payment, which is crazy!
We used to use notes on tax payments both past (eg. to explain why client didn't pay as expected), and future.
NB. For some reason the 3rd instalment payment dates for 2026 aren't even there (but some later payment dates are available) Please fill in the gaps!
Kathryn Pinkerton
supported this idea
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3 votes
An error occurred while saving the comment Kathryn Pinkerton
commented
Also:
1. you can't just add a note without approving the letter (so if wanting to make a note for a future date you have to approve then unapprove to save the note)
2. the note itself is very hard to find in the provisional tax history
3. there is nothing to show that there IS a note - you have to go into the details and look to see if there is one.Very user unfriendly... hope this can be improved!
Kathryn Pinkerton
supported this idea
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17 votes
Thanks for continuing to support this idea, and letting us know the changes that matter most for you.
We've reviewed the idea and found another similar idea that we have merged with this, and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Kathryn Pinkerton
supported this idea
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28 votes
Thanks for sharing your idea to improve our NZ tax product, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Kathryn Pinkerton
supported this idea
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47 votes
We're interested to understand the interest in being able to add multiple emails to a clients record, for the purposes of setting these up for different purposes.
It would be great to hear more detailed feedback from our partners on the particular purposes you'd want to set up emails for and how this would help you through Xero's practice tools. Thanks!
An error occurred while saving the comment Kathryn Pinkerton
commented
Agree with comments below, particularly for sending tax letters.
eg. We may have a group of clients who all have their own email addresses, but all of their tax letters should go to one particular address.
Kathryn Pinkerton
supported this idea
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19 votes
An error occurred while saving the comment Kathryn Pinkerton
commented
in the meantime, for non-active trusts and companies, should we be deleting the return type?
Kathryn Pinkerton
supported this idea
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2 votes
Hi Debbie, the 'waiting approval' report only contains unapproved letters. And the field you've references would only contain payments 'since approval' so even if included, would always be 0.00.
Could you share a little detail of any underlying pain point you're looking for this idea to help you solve? It'd help in sharing back with the team and considering how this could be tackled. Thanks!
An error occurred while saving the comment Kathryn Pinkerton
commented
Please can you let me know how to find the meaning of fields,
eg, Payments Since Approved [START] and Outstanding [START],
so we can understand how to use the reports properly?We need a report that shows tax payments that have been missed, ie. a tax letter was sent but not paid. So we want to compare XPM sent tax letters to payments made as per IRD (START).
This will not necessarily be the same as what Inland Revenue thinks is unpaid.
Thanks.
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9 votesKathryn Pinkerton
supported this idea
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43 votes
Our team is looking into this idea, however, they don't have any dates planned on when they’ll develop a notification to let you know whether a tax letter has failed to send. We understand that this feature is important so that you can be certain your clients have received their tax payment reminder letters.
We are monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status, and if there's any movement, we'll make sure to come back and update you here.
Kathryn Pinkerton
supported this idea
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116 votes
Thanks so much for your continued feedback and for casting your votes for automating losses carried forward in Xero Tax NZ. We genuinely appreciate you highlighting the challenges you face with the current process, and understand that manually re-entering these figures is a significant pain point for many of you.
I wanted to let you know that this idea is currently In discovery - Meaning our product team is actively researching and exploring the best ways to address the need for automated loss carry-forwards, including how different loss types behave and how to ensure a seamless flow of data within Xero Tax.
We'll be sure to provide another update as soon as we have more information to share on our progress.🙂
Kathryn Pinkerton
supported this idea
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43 votes
An error occurred while saving the comment Kathryn Pinkerton
commented
Currently the FAM amount shows up on the tax notice under INC, so clients could pay the correct payment to the wrong tax type.
If paid a bit early, this means there is a risk of Inland Revenue refunding their payment back to them.
Kathryn Pinkerton
supported this idea
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13 votes
An error occurred while saving the comment Kathryn Pinkerton
commented
Totally agree - hope this function is available very soon.
The software should also be able to bring in the NAME of the account at the same time, if there is one in IRD's records (MYOB does this). The account name is not visible in myIR but can be imported by the software.
Kathryn Pinkerton
supported this idea
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I think you just need to change the file date so it can't file earlier than you want:
Tax Return File Date
The file date is the date when Practice Manager files the signed return with Inland Revenue (IR). This field defaults to today's date, and the behavior is as follows:
If you leave the default date unchanged, Practice Manager files the return as soon as it's signed.
If you enter a future date, Practice Manager holds the return once it's signed and files it on that specified date.
Ensure to set this date appropriately based on your filing needs.