1314 results found
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Xero HQ - Copy all client tax details into their Xero organisation
Maybe I'm missing something (integration settings perhaps) but if I enter a personal tax client's details into Xero HQ, then only some of this pushes into Xero Blue and I have to re-enter certain details like client code, email address etc as well as new fields such as sales defaults. Similarly, not all of the data pushes into Xero PM and the UTR/NI number have to be entered again. Is it not possible to have a Xero HQ as the single point of entry which then updates all fields in Xero PM and Xero Blue?
2 votes -
Personal tax (UK) - Ability to add payments already made
In Xero Tax, you can enter "Any other payments or credits on account" to show what a client has already paid towards their tax bill. But you can't enter a negative figure (i.e. a refund already received for a return that is being amended) and there is nowhere to add in any outstanding tax from a previous return etc so that the payments report factors this in.
It would be good to be able to have some additional boxes to show these please.
1 vote -
Report template - Re-ordering codes at practice to flow to clients orgs
Given Xero's push for 'beautiful accounting' I find it very frustrating that the template report codes can't be re-ordered within their groups in the template reports and always revert to alphabetical at the client level, meaning every single client needs their custom reports formatting unnecessarily. Editing reports at every single client level for what I consider to be pretty basic formatting is really disappointing.
The practice level report template should allow for report codes to be reordered within their groups. I don't want rent, rates and utility costs to be at the bottom of the establishment costs section because they…
1 vote -
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 -
Client list rental property
Generate XPM report to list clients with Rental Properties.
2 votes -
The ability to remove grid lines from pasted in excel spreadsheets from xero reports. Also the ability add blank row with now other details
The ability to remove grid lines to a xero report that has been exported to excel spreadsheet then edited and then pasted back into xero reports. Currently this is extremely annoying and you might as well set it up in excel from the start. Not friendly at the moment and doesn’t look professional or doesn’t save any time.
1 vote -
Detailed Profit and Loss and Balance Sheet report in one click
A report function where we can generate a detailed Profit and Loss and Balance Sheet report in one click. It's very manual on the current set up where we generate this from Account Transaction Report. This will help us to generate a more accurate report and make our job much easier.
5 votes -
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 PAYROLL - Employee Contact Details to have termination date and reason column
On the Employee Contact Details report it would be great to have a column to show the termination date and reason for termination. Being able to sort by termination date range eg last quarter would be beneficial to assist with preparing the long service leave reports. The termination date and reason needs to be included in the report. Having a summary of the information from Xero would be beneficial for all.
1 vote -
Being able to add custom queries to custom workpapers
When creating custom queries, only the system default workpapers are available to add the query to. So when you are processing the workpapers, you need to manually move each query to its relevant workpaper, if you want it on a custom workpaper. Please add custom workpapers to the custom query creation list.
Alternatively - if queries were rolled forward from one year to the next, custom queries would only need to be moved in the first year.
1 vote -
Conditional formatting for client queries
Often the first question in a section is a yes/no - it would be good to hide the additional questions that result from the first answer, rather than needing to cover all bases with additional requests for the yes or no question. The shorter the initial list, the more likely the client will answer promptly and correctly.
1 vote -
Report Templates - Add *any* Xero report to the template
It would be good if any report you can already run in Xero could be added to a report template - this would include GST reports (activity statement and GST reconciliation), payroll reports etc. That way instead of having to manually extract each of these reports for each client we can just do it in bulk through one report template.
2 votes -
Why does the Styled PDF not show the ABN?
Why does the Styled PDF report not show the ABN?
I thought it was supposed to look the same as if it was published but having to publish it
i.e. I would like to review what the report will look like before it is published.
Can this be updated please - before are anymore financials are published without ABNs!1 vote -
Chart of Report Codes: A powerful features for Advisors
Xero HQ should include a feature called ‘Chart of Report Codes,’ functioning similarly to the Chart of Accounts in Go Xero. This feature would allow Advisors to define and customise Report Codes themseves, rather than relying on Xero's predefined Report Codes, as they possess a deeper understanding of their clients' accounts than Xero. Consequently, Advisors could generate diverse Management Report Pack templates based on different sets of Report Codes configurations to accommodate diverse industries.
1 vote -
XPM - Ability to set historic Capacity Levels for the Productivity Dashboard
The productivity dashboard does not have the functionality to automatically account for staff start dates. It calculates capacity for the whole year which does not work for staff commencing mid year. There's no functionality to set a historic capacity level. The workaround is to manually adjust the reporting date for the productivity dashboard to account for each staff's start date or use the Time Productivity Report as an alternative. I'd love to see this feature improvement / functionality in the future.
1 voteThanks for sharing your idea, Julie. Can see why you'd like this setting for staff that start mid year.
We'll start to get an idea of the interest from the community through the idea, here.
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AU Tax - Return status
It would be great to have two additional tax return status values, to more efficiently support the typical workflows of busy tax agents.
Waiting on information - return cannot progress until the client provides missing info.
Rejected - return has failed review and requires adjustment before it can be lodged.
1 vote -
Workpapers - Customise the Queries portal to brand colours
The queries portal is nice, but its Xero Blue - we'd love to be able to put our own branding on things much further beyond our logo.
1 vote -
Shortcuts for Financial Statement Reports
Shortcuts for Financial Statement Reports
It would be extremely helpful to have shortcuts to navigate financial statements.
E.g. 1 would go to the first page of the report, 2 would go to profit and loss, 3 to balance sheet etc. this would assist with quickly switching between different reports in the financial statements.4 votes -
NZ Tax - Comparative Report for prior year
There should be a comparative report available for New Zealand tax returns. This already exists for Australian tax returns. It is an excellent feature that really assists with preparing returns and avoiding missing details from prior years. I would love to see this feature available for New Zealand tax returns. Thank you.
1 vote -
XPM reports - [Client] Group(s) criteria to show as dropdown list
When using the field [Client] Group(s) as a criteria in step 3 of report builder, you can only specify the relevant client group name in the text field. There's currently no functionality for a drop down list of client groups to select from similar to the clients field. Requesting this as an option
3 votes
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