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5 results found
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7 votes
We're grateful for your engagement and letting us know the changes that matter to you.
We're tracking the interest for being able to prevent payment letters for non-clients through the idea here and if there are any updates we will share, here.
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Carol Bovey
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75 votes
Thanks for sharing your feedback on introducing audit trail functionality to XPM. We appreciate you explaining how important visibility and accountability are for managing teams and tracking job performance.
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 Carol Bovey
commented
Ditto to everything Sarah Schwarz has posted!
With all the other audit trails available in Xero it was quite disappointing to find these missing from Job Manager and we have had to continue using other tracking systems outside Xero.Carol Bovey
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6 votesCarol Bovey
supported this idea
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An error occurred while saving the comment Carol Bovey
commented
I agree, we plan for a clients whole provisional tax liability over a tax year, not instalment by instalment. For example at P1 in a provisonal tax year we may already plan for an additional voluntary payment to be made at P3 for a client, but we can't input that in Tax Paymnets in advance, we have to keep a record of it outside of Xero.
It was suggested advance adjustments could be added in the Statements screen, but there does not appear to be functionality to adjust any individual prov payment there, only the entire year's prov. -
25 votes
We're grateful for your engagement Joanne! Thanks for letting us know the changes that are important to you.
Our Community have reviewed your idea and now it can gain support from other community members.
You can now continue to add more details about how this would help your business in the comments section, and gain votes from the community.
An error occurred while saving the comment Carol Bovey
commented
We had this feature in APS and miss it so much in Xero Tax. You can distribute a percentage in an IR7, why not in an IR6? It is very common for beneficiaries to be distributed all income 50/50 or 25/25/25/25 etc; including tax credits attached. If there are multiple income types all being evenly distributed it can be very painful having to work it all out and type it all in to the return.
Carol Bovey
supported this idea
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24 votesCarol Bovey
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Having recently started using Xero for tax payment letters I am rather stunned that this glich hasn't been rectified yet. The problem is IRD numbers are required to be recorded in many circumstances where we don't actually act for a client; eg. we may act for a Trust of which a non-client is a beneficiary and must return their IRD number to IRD when making distributions. Likewise we may act for a Company but not the individual shareholders but need their IRD numbers for dividends.
At least I now know which field is causing the Tax Payment letter to generate - the IRD number field.