We’re excited to announce that we’ve launched a new tax supervisor characteristic in Xero HQ that provides you with a real-time view of your tax obligations for firm tax, firm accounts, private tax and VAT — multi function place.
Which means that as an accountant or bookkeeper within the UK, you gained’t have to make use of three totally different dashboards to get the knowledge you want. It should all be there in tax supervisor, serving to you monitor your shoppers’ tax deadlines and submitting statuses, and perceive what to prioritise.
Tax supervisor has been a extremely requested characteristic within the UK, and brings us one step nearer to having one set of related apply instruments — so you’ll be able to work extra effectively, collaborate with shoppers extra successfully, and handle every thing on your apply inside Xero.
A single dashboard on your shoppers’ tax obligations
Tax supervisor is now accessible to all Xero Tax or VAT customers within the UK. You possibly can entry it by visiting Xero HQ. Within the ‘Tax’ menu, choose ‘Tax supervisor’. This may take you to your dashboard, the place you’ll be capable of:
- see your lively shoppers and handle upcoming due dates throughout all tax varieties
- view the ‘Filed’ tab for all accomplished obligations on your shoppers
- type by submission due date, shopper title, shopper reference quantity, sort, and standing
- filter by a selected interval, or use the search software to discover a sure shopper
- entry an current return or begin a brand new submitting immediately from tax supervisor
- evaluation VAT MTD connection errors
What’s subsequent for tax supervisor in Xero
Now we have huge plans for tax supervisor, and that is just the start. Sooner or later, we’d like so as to add different compliance obligations to tax supervisor.
We additionally plan to combine tax supervisor into XPM — our answer for managing shopper jobs, apply workflows, time monitoring and invoicing. This may join your shopper’s jobs to their tax obligations, making it simpler so that you can handle work throughout your apply.
We’re working carefully with UK companions to verify this integration supplies the performance you want in your apply. Should you’d wish to be a part of the early entry programme and supply suggestions to our product groups, you’ll be able to request early entry to tax supervisor in XPM.
A single supply of reality on your shopper data
One other approach we’re connecting our apply instruments is by making a single shopper document throughout all of our apply instruments. This central database provides you confidence that your shopper data are correct and your staff is working from the identical info — it doesn’t matter what apply software they’re utilizing.
The one shopper document is now accessible to all UK practices. Should you’re utilizing each Xero HQ and XPM, we’ve shared directions that will help you consolidate your data via a two-step course of. This may scale back the necessity to swap instruments, and take away duplication and double dealing with of knowledge.
Able to get began with tax supervisor?
In case your apply doesn’t at the moment use Xero Tax otherwise you need to get extra out of our apply instruments, we’re operating a collection of Xero Tax webinars the place you’ll be able to study extra. We’ve additionally created a self-paced course that will help you arrange XPM and use it to drive effectivity throughout your apply.
We are able to’t wait to listen to what you concentrate on tax supervisor in Xero HQ and can hold you up to date as we proceed so as to add extra performance — like extra tax varieties and obligations — to the dashboard over time.
