Settings and activity
20 results found
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4 votes
Thanks for your feedback on adding IRD numbers to the client list view. We appreciate you sharing how this could help streamline your workflows.
We're moving this idea to Gaining support, which means the community team have reviewed it and it's now open for votes and comments from the community. If this feature could benefit your practice, please vote and share how you'd use it. Your input helps us understand which improvements matter most to our accounting and bookkeeping community.
An error occurred while saving the comment 
Kathryn Pinkerton
supported this idea
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3 votes
An error occurred while saving the comment Kathryn Pinkerton
commented
And - it has just come to our attention that you can't add a note for a terminal tax payment at all..?! Why is this not an option?
An error occurred while saving the comment Kathryn Pinkerton
commented
Also - please can these notes be a field that can be included in tax payment reports, so we can add them in advance then see them when checking tax letters.
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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48 votes
Hi everyone, thanks for your feedback on this. We appreciate you sharing how the number indicators for Tax Returns and Notes helped streamline your workflow in XPM.
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.
An error occurred while saving the comment Kathryn Pinkerton
commented
Absolutely! There is no point adding a note if you can't tell it's there...
Kathryn Pinkerton
supported this idea
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4 votes
An error occurred while saving the comment Kathryn Pinkerton
commented
We also agree this is very important.
For example if we don't have time to wait a day for the IRD data to refresh (since it is also not possible to do a manual refresh for a particular client!), or if we want to add in expected penalties or transfers.
Kathryn Pinkerton
supported this idea
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2 votes
An error occurred while saving the comment Kathryn Pinkerton
commented
NB. can select then ignore all the NIL amounts by using "Show only" for Zero Balances (Advanced search options) if that helps?
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50 votes
Hi everyone, we appreciate the continued contributions here and while this is something our team may look at further in the future we want to be upfront that it's not currently on the roadmap.
We'll be keeping a close track on the interest this further build here and be sure to share further updates if it is revisited.
Thank you for sharing and engaging with us on this here in Product Ideas.
An error occurred while saving the comment Kathryn Pinkerton
commented
This is actually really important!
When we changed to Xero we didn't realise that sending tax letters was going to get harder, not easier, and sincerely hope this will be worked on with some urgency
Kathryn Pinkerton
supported this idea
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5 votes
An error occurred while saving the comment Kathryn Pinkerton
commented
It would also mean we can Ignore tax payments in advance if we want to, resulting in much shorter lists to check later on
Kathryn Pinkerton
supported this idea
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54 votes
An error occurred while saving the comment Kathryn Pinkerton
commented
Please also make these notes a field that can be included in reports.
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, eg a warning to do calculations before sending out the tax letter.
The note was also a field that would show up on exported reports for when we were checking the tax payments due.
At the moment the notes are basically completely useless!!
- we can't see that there is a note, and
- it can't be included on exported reports.Kathryn Pinkerton
supported this idea
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41 votesKathryn Pinkerton
supported this idea
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6 votes
Thanks for adding this request to our Ideas Kathryn. We have looked at this with current NZ Tax compliance in mind and for transparency this is not something we are looking into at this time. We appreciate it is something others may see as beneficial so other users are able to vote in this.
Kathryn Pinkerton
supported this idea
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Kathryn Pinkerton
shared this idea
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12 votes
An error occurred while saving the comment Kathryn Pinkerton
commented
Please make it possible to do a manual data refresh from IRD (for a specific client) without having to wait for overnight bulk refresh.
eg. while preparing tax return we discover that a payment made is in the wrong year so move it at IRD. We want to finish the tax return but can't refresh the payments to pick up the change
Kathryn Pinkerton
supported this idea
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2 votes
Hi Sharon, thanks for sharing your thoughts on NZ Tax filing controls. It’s really helpful to hear how automatic filing prevention could support your 50/50 split workflows.
At the moment, Xero Tax doesn’t automatically hold returns before P1, so timing still needs to be managed manually. Some practices choose to set a future Tax Return File Date in XPM, which delays filing until the date they’ve chosen, though we know this won’t suit every setup.
We’ve moved this idea to Gaining support, and it’s now open for the wider community to join the conversation. If you’re open to it, adding a little more detail about your workflow could help others see where this makes a difference.
For anyone else following along, we’d love to hear your experiences too. The more perspectives we gather, the better we can understand the need. Looking forward to seeing the discussion grow.
An error occurred while saving the comment Kathryn Pinkerton
commented
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. -
29 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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94 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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20 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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44 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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14 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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not sure if I am voting for the right thing but we would like the IRD number to be visible in FYI