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  1. A quick link from this years (active) workpaper pack to last years (archived) workpaper pack for this client would be so useful and save so much time. Accessing prior year (archived) workpapers is such a 🥴 workflow at present.

    Ideally this would be available on the Workpapers page (where you can see all workpapers) and take you to the same for last year, and it would be available on every individual workpaper page (and take you to that same page for last year).

    12 votes

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     ·  1 comment  ·  Workpapers  ·  Admin →
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  2. Ability to add multiple email addresses for tax payment letters.
    This would be great if looked into very soon.
    We have been manually entering additional email addresses which is a bit of a worry if a character is misspelt.
    When copy and paste is used the changes get made to all clients and is a real disaster.

    28 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  3. I have a client who holds 4 rental properties all of which had significant differences from the previous year creating a large increase in tax payable. They have asked for an explanation, and it would be more efficient and easier for them to understand, if the comparatives could be on the same report as the current years figures so they were only looking at 1 piece of paper for each property. You can see the 2 years information on the screen but it would be preferable for some meetings to be able to have a hard copy. Thanks

    3 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  4. It would be good if you could scroll up past 2015 when adding a date on the relationships tab. Rather than having to press it, then reopen it to open up the next bit.

    2 votes

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  5. Create the ability to update time entries for draft bills.
    We often have a manager draft the bill and between the bill being created and it being approved by a director, there is additional time added to the job. If there was an option to refresh the bill to include all time before approval, rather than having to delete the bill and start again, that would be amazing!

    2 votes

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  6. Currently when producing and filing (lodging) a CURNN is does not display the Financial Year it relates to. It would be very helpful to have the FY displayed so it is easily identifiable. The same as all the other Tax Returns.

    12 votes

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     ·  3 comments  ·  Xero Tax  ·  Admin →
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  7. It would be good to be able to run a report of all Xero clients that have unfiled STP, or be able to view at a glance on XeroHQ. This would assist in making sure clients are meeting their compliance obligations quickly rather than go into every client to look at the Payroll Overview.

    6 votes

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     ·  3 comments  ·  Xero HQ  ·  Admin →
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  8. When making distributions to beneficiaries, we are able to distribute more than the income type recorded i.e. if there is $1,000 of interest income you can distribute $10,000 of interest income to a beneficiary if there are other types of income and it doesn't put the total at keypoint 21B in the return to a negative figure. It would be helpful if the over distribution of interest was picked up by the audit check.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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    Thanks for sharing your idea, Barbie.

    Great to hear how we could improve NZ Tax for your practice.

    We've reviewed your idea and now it's up to the community to get behind and support it. Along with votes, other members can comment to share additional detail about how your idea could improve their experience with Xero.

    We'll share if there are any updates.

  9. Rollover from previous tax year includes IT8 Number of independent children.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  10. Make a force sync button from Xero to Hubdoc.
    E.g. adding a new account in Xero takes a while for it to eventually show in Hubdoc.
    Unless you have to disable and reactivate the Xero-Hubdoc link

    Why not a button, that just 'force sync' the new chart of accounts into Hubdoc?

    21 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  11. Some banks require the ABN or ACN to be present on all pages of the Financial Reports supplied to them. Currently, the only way to do this is to export the report to Excel and then painstakingly type the ABN/ACN in to every single page.

    There should be an option to toggle this on/off. Alternatively a field type that pulls the ABN from the company file would be suffice to add to the report template.

    Please see attached an example on the footer of a report page.

    16 votes

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     ·  5 comments  ·  Workpapers  ·  Admin →
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  12. Across Xero it would be very useful (and intuitive) to be able to type dates in formats other than dd mmm yyyy (for example dd/mm/yyyy, ddmmyyyy, etc). The dd mmm yyyy isn't the usual way to enter and clients have commented that it's irritating that they can't type the date in (they use the calendar instead) because it didn't occur to them to try this format, and even when you are aware the habit when typing dates into these boxes is to use one of the more common formats so it can lead to errors

    3 votes

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    1 comment  ·  Admin →
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    Hi Jonathan! Thanks for sharing this great suggestion about allowing more flexible date formats in Xero. We can see how being able to type a date in different formats (like dd/mm/yyyy) would be a much quicker and more intuitive experience for many, and acknowledge that this functionality is available within other areas of Xero.

    We've also added the supporters of this idea to these two similar ideas; New invoicing and Fixed Assets.🙂

  13. Xero's feature of importing invoices into XPM is great for clients. But there is no way currently to stop importing them for people who aren't clients. Currently - we sell digital products, which we need to keep invoices for. Every time a digital product is sold, it creates a new client in XPM. They aren't clients.There should be the option to only import if a client exists in XPM.

    1 vote

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  14. Be able to set up default coding for the Document Type to always be Receipt, and Document Status to always be Awaiting Payment. This at present isn't possible within Hubdoc.

    11 votes

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  15. We now have a single client record with HQ & XPM but it still does not pull through the client partner & manager from XPM and allow us to filter this way.

    We would find this feature very helpful when bulk updating client access for our team members when they start or depart.

    We also need to be able to export reports from HQ on the filters we apply. Currently even if a filter is applied the export includes all clients and columns and not what is in the filter display.

    27 votes

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     ·  12 comments  ·  Xero HQ  ·  Admin →
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  16. Be able to expand or reduce the size of a column in the depreciation schedule.
    We are finding when we add extra columns it is making the depreciation method column really large and you cant adjust it. Making the page stretched across longer that it needs to be.

    See attachment as an example.

    1 vote

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    After some testing, we discovered that downloading the file in Excel or Google Sheets format and then saving it as a PDF reduces the column size. While this may not be ideal, it can serve as a temporary workaround.

  17. We use Fusesign as our e-sign solution and it would be great to have the option to send a document directly into the signing software. We've seen a much higher engagement level with Fusesign than any other e-sign product as it doesn't require another login, it uses SMS/email verification instead.

    A direct link would smooth out the workflow from the tax product > signing (and maybe even into client files in FYIDocs).

    2 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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    Hi Matthew, it appears that FuseSign is already an integrated app Partner with Xero. As they've designed and built their integration with Xero themselves they'd it'd be best to approach their support to see if this is something they'd consider extending their integration for.

    You can find their support contact details at the bottom of their app store listing.

  18. Client Insights is fantastic for showing client by client stats.
    How about providing a TOTAL for the entire client list or filtered list, so that you can see how each client compares to the selected "community" of clients

    2 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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    Hi Steven, thanks so much for the kind words about Client Insights – it's great to hear you're finding it fantastic!

    We've reviewed your suggestion to enhance it further by showing a total for the client list or a filtered group. We can see how this would provide valuable context, allowing you to easily benchmark how an individual client compares to the rest of the community.

    Your idea is now ready to gain support from other community members. Along with votes, others can now comment to share how they would use this summary data for analysis and advising their own clients.

  19. Can we please have a general Relationship Type option for relationships such as "family" or "associate"/ partners. This would be for general family relations like siblings, cousins, in-laws etc.

    169 votes

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  20. When each job is created, we manually have to add the contact to the job. If this is not done, the invoice that is pushed to Xero Blue doesn't have contact information and we are unable to utilise the automatic reminders etc. This requires manual monitoring and negates the efficiencies within Xero Blue.

    This manual process would be solved if we had the ability to set the Primary Contact as the default contact on jobs that are created. This could for example, be set up as a tick box in settings. This could give people the option to switch on…

    8 votes

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