1315 results found
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Report Templates - Trust tax rate 39% 2025 and 33% in comparatives in annual accounts tax note
The NZ tax rate for a trust's income tax has changed in the 2025 tax year from 33% to 39% when the taxable income in the trust is $10,000 or more.
At present we are not able to have a different formula in comparatives to the formula in current year, so a modification to the If( . . ) statement in the current annual accounts tax note cannot be made that would work for 2025 and comparatives.At the moment the only solution available per Xero Support is a custom line, with accounting staff manually entering the tax payable amount…
45 votesThanks for raising the idea with us here, community.
Currently, there's no functionality in Xero to have a single row have two different formulas for each column, or have two columns appear when grouped. (Example, the 2024 column cannot be calculated with 33% tax if the formula for the row is calculated with 39%)
Right now as Paul's noted 🙏, we'd recommend using a 'Custom' row in the Notes report and have the row heading be similar to 'Tax Payable (33% 2024, 39% 2025)'.
In doing so, you'll then be able to manually input the figures into this section of the notes report after you click 'Update layout'.
We don't have any immediate plans for developing this capability, but I want to assure you interest for this has been shared with our product team and we'll update you if there's any news.
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AU Tax - Bulk selection and status updates
Returns Management User Interface (UI) - "All" Tab Improvements/Customization
To improve handling returns by adding bulk selection and status update functionalities on the "All" tab of the Returns Management interface. Also, suggesting having a customizable UI to best fit our workflow preference.
Key Features:
Action Buttons
- Located in the table header, these buttons perform bulk actions such as "Approved", "Out to Sign", and "Sign". They remain disabled unless one or more return items are selected.Checkbox
- Each return item has an associated checkbox to allow selection. By default, these checkboxes are unchecked.Select All / Deselect All
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AU Tax - Map financials to tax return label
Currently, when mapping the chart of accounts from your financial statements in Xero Blue to the tax return labels in XPM, you can only map to labels in the business schedule section of the return.
This means that accounts relating to other tax labels, such as rental property schedules, or other deductions, must be noted as "do not import", and then entered manually.
It would be great if there was the ability to map these accounts, in addition to those relating to the business schedule, as it would lead to further efficiency gains for accountants using Xero's suite of products.
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17 votes -
NZ Tax - Improved tracking and matching of Transfers in Tax Statements
In Tax Statements, under Transfers tab: the "auto mark as complete" needs to happen by both amount and date. So need the ability to set the effective date for the transfer to occur, therefore if IRD does something different we are alerted.
Currently if transfer is the same $ value or more, then Xero automatically marks as complete, this should not occur. If the $ is more then the transfer has not gone as expected and we need to be alerted to this.
For transfers that IRD does that are higher than expected we need to be able to set…
49 votes -
NZ tax - Run an exportable report on outstanding & mismatched transfers/refunds
Would be very beneficial to be able to run a report listing all clients who have outstanding transfers and refunds for a period (and export it). We need to be proactive and contact the IRD before they refund the client instead of actioning a transfer as requested. In APS we could pick up any mismatch early and were able to contact the IRD or the client and rectify quickly.
47 votes -
Individual Income Tax Return - Future Year Return - Tax Rate
When preparing future year return, in my case, FY2025 tax return for one individual client, even though it shows 2025 tax year, Xero tax is actually FY2024 tax rate for calculation. So the result is not accurate. Will Xero Tax fix this issue in the future?
39 votes -
Practice Manager - Re-ordering of tasks on a job
XPM has been updated recently (April 2025) and the update has removed the re-ordering of tasks function. We used the re-ordering function to put all tasks in chronological order e.g. monthly payroll tasks, VAT returns, year end accounts were all arranged in date order. Since the update all the re-ordering that we have completed on jobs have been changed and now all tasks are non-chronological and in a jumbled order. This is very frustrating. Please could Xero re-instate the ability to re-order tasks as required? These changes are a backwards step.
12 votes -
NZ Tax - Correct amount when provisional tax unpaid & provisional date has passed
If a client fails to pay the first installment of provisional tax why is it then added to the next installment and then P1 shows as nothing due. This is incorrect, the amount due at P1 is still the same (per the IRD), the debt at P1 has not moved to P2. What happens for client's who have RIT over $60k?
47 votes -
AU Tax- Ability to calculate the number of days not liable for the medicare levy surcharge
Xero Tax(AU) | Worksheet to calulate number of days not liable for M2 (Medicare levy surcharge)
When some client has more than 1 health insurance policy and the period of the same are diffrent and sometime overlapping we need the work out this manually which can sometime be wrongly caluclated and can impact the tax estimates.
Xero should have a worksheet where we can enter policy details along with perioid of coverage to that it can calculae the days acurately. Similar feature is avaialble in MYOB AO and comes in very handy.
113 votes -
New Zealand Tax - Summarised Consolidated Tax Position
Have the ability to run a report to include in the Financial Statements that is a Group Summary, so includes all selected entities within a group and details all amounts payable or refunds due for all upcoming provisional and terminal tax dates (regardless of balance date) and a Net Tax position
42 votes -
XPM notes made in Tax Statements & Payments need indicator & roll forward option
For notes made in Tax Payments: these need to be split into 2 areas, (1) notes pertaining to that provisional installment and, (2) notes that will continue to roll forward.
It is crucial that even if the installment date has passed, the notes are still visible. Also from the main Tax Payments screen we need an indicator on the client row to show that the client has an active note (with the ability to archive a note as well).
43 votes -
NZ Tax - Tax Payments (Notices) generated for Working for Families
Product Enhancement idea: have the ability to generate notices (Tax Payment letters) for clients who have been overpaid WFFTC and need to repay the IRD.
39 votes -
Hubdoc - App Face ID
Could you make the app more user-friendly by reducing the need to log in every time or Ideally, Face ID should be an option for quick access.
Also, when we receive invoices from Xero, could they be sent as PDF attachments rather than just links? This would make it easier to forward them to Hubdocs via email. Thanks!
15 votes -
Practice Manager - Audit trail for client history
Client History
It would be great to have a running record of client history in XPM, showing the date and person who, including but not limited to:
- created the client
- edited client details
- archived client
In a large firm over multiple offices, it would be easier to know who to contact if there are questions about details are entered into XPM, and keep XPM as a CRM up to date.278 votesHi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.
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New Invoicing – invoice copied from locked period mess
Kelly, it is a long message. Please be patient. It demonstrates what mess is created in new invoicing. It demonstrates that new invoicing is not ready to fly solo after 20.11.2024. We must have a functional backup of classic invoicing if new invoicing is so erroneous.
I had to credit invoice INV-1548 for $1,483.35 in the locked period and replace it with two new invoices addressed to two customers (let’s call them customer1 and customer2). I had to show in the new invoices what was the credit part for each customer.
My steps are below:
1. I copied…32 votesHi Olga, really appreciate all the detail in your steps and the screenshots you provided.
I tried testing this myself with a Chrome browser and did get the same errors and behaviour you described, so have raised this with our product team. I'll keep you updated of any information I get back from them on this, here.
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Hubdoc - Attach multiple documents when publishing from Hubdoc
It would be fantastic to attach more than one file when publishing from Hubdoc to Xero! Often bills come with supporting documentation, such as contracts and/or receipts. It would be great to be able to attach these, as well as the original bill to be published.
Thanks!
48 votes -
Report Templates - Tier 3 Report update
Very disappointed to hear that you haven't considered how the new reporting standards for Tier 3 entities is going to effect the reporting templates i.e. the requirement to split grants into multiple sub-categories, which is only one area of the new reporting standards that needs to be expanded.
Would you be able to make this a high priority for the product team and provide a reasonable timeframe as to when this will be considered for further development as obviously we need to meet our obligations and your reporting mapping is no longer going to make this easy for us given…11 votes -
AU Tax - Non Depreciable asset to roll forward
Currently in Xero Tax, non-depreciable assets entered into the rental schedule do not roll forward into future income tax returns (ITRs), creating unnecessary manual data entry and inconsistency.
Suggested improvement: Add support to roll forward non-depreciable assets (such as land) within the rental schedule when generating the next year’s return to maintain asset continuity and save time.
7 votes -
NZ Tax - edit bulk email addresses
Please reinstate the ability to edit email addresses under the bulk email function under Tax > Payments. Depending on the type of tax notice, we have to send a tax notice to a staff member and copy in an additional person. It will not allow us to enter in a second email address under the client profile. This is very time consuming if we have to send it out twice and inefficient.
23 votes -
Xero HQ fixed assets - Lookup to ATO Effective Life
In the Fixed Assets module, it would be helpful to have the option to link to the ATO's Effective Life tables when adding a new asset. This feature would allow users to search for the Effective Life of an asset. It should also be possible to overwrite this value, allowing you to input a different number of years if they choose to self-assess. Having access to the ATO's guidance would be extremely helpful.
15 votes
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