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13 results found
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10 votes
Thanks for your feedback here, Adam. This is something our product team will consider as they continue to develop out the Workpapers experience.
In the meantime, make sure to share the idea with other colleagues that'd like to see this too, so they can add their vote. 🙂
Michael Panomarenko
supported this idea
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An error occurred while saving the comment -
67 votes
Hi everyone, thanks for sharing your feedback on this idea 🙂
We can see the value in this, managing inter-entity loans more easily across entities in Workpapers, especially where you’re trying to match balances and reduce manual cross-checking. We’re moving this idea to Gaining Support so others can vote and add their use cases too. The more detail you can share about how you’d use this in practice, the easier it is for our team to understand the impact and prioritise future improvements.
This is something that’s on our radar, but we don’t have a timeframe to share right now. We’ll continue to monitor the feedback here and will update this thread if there’s more to share.
Michael Panomarenko
supported this idea
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6 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Michael Panomarenko
supported this idea
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29 votes
Hi Chris, apologies as returning to your idea here and checking in with our product team I can confirm it is not currently possible to create Workpaper packs for individuals unless they have a Xero subscription.
This is something our team intend to look into longer term, and I'll be keep you updated of any progress surrounding this here. Thanks
Michael Panomarenko
supported this idea
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28 votes
Hey thanks for raising this Idea with us regarding amortisation options in the New Workpapers calculator. We have reviewed this and moved it to Gaining Support, this means that others can vote and comment on this Idea. We will be watching the progress of this Idea and any updates will be posted here. Thanks again we appreciate your feedback on the New Workpapers.
Michael Panomarenko
supported this idea
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11 votes
Appreciate the feedback, Adam. Our product team are staying close to the feedback we're receiving on the new workpapers solution so I'll keep you updated hear if there is any change planned. For now we'll get a sense of others in community that support this too. Thanks
Michael Panomarenko
supported this idea
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10 votes
Hi Sam, thanks for highlighting the other related idea. We don't have any plans for further improvements to classic workpapers which is why that has now been merged into this idea as an opportunity to improve within new Workpapers.
I've made sure your feedback here has been shared with the team and will provide an update here if any plans are made to change which PAYG instalments are included in this workpaper.
Michael Panomarenko
supported this idea
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19 votes
Thanks for the feedback on the New Xero Workpapers, we appreciate the time taken to add your thoughts and votes on the new experience. We have moved this to Gaining Support and the Product team will review the comments and votes here. We will update the Idea when there are any updates or changes.
Michael Panomarenko
supported this idea
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26 votes
Hey everyone as you can see we have split the original Idea up into seperate ideas including:
(New Workpapers - Payroll tax feature)
(New Workpapers - Dividends. 7A Loans feature)
And I have also added your votes to the following similar established Ideas:
(Workpapers - Ability to change the terms in the Borrowing Costs/Amortisation)
(Workpaper | Fringe Benefits - Motor Vehicle private use)
This is so we can monitor interest for each of the features. The Product team will be reviewing these ideas and we will post any updates on these here. Again thanks for your feedback.
Michael Panomarenko
supported this idea
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41 votes
Hi team, we have split this idea from the original raised across here.
Our teams are watching the interest for changes in Workpapers through the forum here, and I'll make sure to let you know if any plans are made for this.
For now, we'd like to continue to track the interest in this. Thanks
Michael Panomarenko
supported this idea
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61 votes
Hi everyone, we appreciate your feedback and request for a Division 7A worksheet within new Xero Workpapers.
This is now a worksheet available within Xero Workpapers Plus, helping practices manage and reconcile Division 7A loans and repayments.
Workpapers Plus is currently in early access for a limited group of Australian practices as we refine the experience with partner feedback. We’ll expand access of our new Plus solution to all AU practices over the coming months, along with the Division 7A worksheet and other advanced capabilities.
I'll come back to confirm here once Plus is made available across all our AU partner base. 🙂
Michael Panomarenko
supported this idea
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174 votes
Thanks to everyone who's shared feedback here. Over time, the conversation has broadened from the original request: the ability to create custom-designed workpapers, similar to Classic Workpapers, with tailored calculation rows, sections and mapped account codes.
This is something we're actively exploring and will share another update soon. We’ll use this idea to track that broader customisation capability.
Requests for specific worksheets are best tracked separately:
- Inter-entity loan workpapers
- Division 7A loans
- Motor vehicle private use and FBT
- Franking credits - add payment dates
- Investment income
- Profit appropriation/distribution
Tracking these separately helps us understand interest, needs and use cases. Please make sure to add your vote to these if of interest, or start a new idea for a new one.
Michael Panomarenko
supported this idea
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28 votes
Thanks for sharing your thoughts on adding dates to the Franking Credits workpaper.
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.
Michael Panomarenko
supported this idea
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The absence of a tax reconciliation for entities that aren't companies effectively prevents our firm from early adoption.
I would strongly urge Xero if they aren't already that is a top priority.