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  1. With the movement towards Digital ID (MyID, Auspost Digital ID, Connect ID).

    https://www.digitalidsystem.gov.au/

    It would be convenient if we could onboard clients using these systems. Would ensure that details were correct and identify the clients at the same time.

    Is Xero working on this?

    1 vote

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  2. The option to filter the reports by tax returns that have been lodged as Final in a certain tax year would be beneficial.
    We could then cross check and archive clients as necessary.
    There are so many fields to choose from in the Fields and Criteria, but this is not one of them.
    It would save us from having to keep a manual list as some can get missed this way.

    3 votes

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    Hi Alison,

    We're grateful for your engagement and for this very specific and useful suggestion for reporting in Xero Practice Manager.

    We've reviewed your idea to be able to filter reports by tax returns that have been lodged as 'Final' for a specific year, and it's now open to gain support from other community members. We can definitely see how this filter would streamline end-of-year processes and remove the need to keep manual lists for cross-checking and archiving clients.

    Along with votes, other practices can now comment to share more details on how this reporting criteria would improve their own client management workflows.🙂

  3. Automatically Create Tax Returns based on the entity type to the recurring yearly jobs.

    Hoping if there is a way to get XPM to add the tax returns for an entity and related party when the recurring job is created for each tax type associated to the entity i.e. if its a company then it attaches that financial year's tax return to the job along with the tax type for the associated parties to the same job. This, of course, to be setup once and may need to be tweaked.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  4. Calculator function in the dollar fields -- Reckon accounts has a function where, if you need to split a total into 2 or more lines, you can subtract it from within the dollar field just by pressing the minus button. Then to enter the result into the dollar field you just press the enter key. See screenshot.

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
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  5. see CX0014868568

    can we modify the password settings?
    we prefer dd/mm/yyyy

    or allow us to modify the password in whatever way we see fit.

    the current method of dd-Mmm-yyyy with the first letter of the month being capitalise gets cumbersome for clients

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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    Thanks for sharing your idea in the forums here, Christopher. There aren't any plans around this right now, but we'll gain a sense of the interest for being able to edit the password for OoA's from your idea here, and share if there's any news.

  6. Please include in the Insights tab the ability to filter by client group.

    3 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  7. It would be great if Xero recognised Bank term deposits or Pie deposits, and could record the interest rate, compounding periods, and calculate accruals to balance date.

    1 vote

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  8. When creating a new workpaper pack, clients appearing under the Organisation dropdown is taken from XPM (as a one-way sync).

    It isn't possible to delete duplicate clients in Workpapers, even once they've been removed from XPM and the information has been synced again.

    The downside is that the Permanent workpaper isn't brought forward from LY and there's no sync to XPM (as it's connected to the true client record).

    The workaround is to edit the client name in the Settings (by putting a DNU or ZZ in the name), save it, then delete that Workpaper.

    It would be preferable to…

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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  9. Currently NZ clients can make payments to a Tax Pooling provider (e.g. Tax Traders or TMNZ) and they will sit in the Tax Pooling Providers account until transferred to IRD.
    In the clients mind they have 'paid this tax' already, but when the tax return is prepared in XPM there is no sign of any tax pooling payments, and it shows the full tax liability.

    It would be great if there was a way to type in how much has been paid to Tax Pooling, and record this on the front page of the tax return so there is a…

    1 vote

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  10. 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

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  11. 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

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    0 comments  ·  Xero Tax  ·  Admin →
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    Thanks for sharing your idea for being able to enter a negative figure for other payments. This is something our product team are currently exploring and we'll keep you updated on any progress for this, here.

  12. 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

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  13. 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…

    12 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  14. Generate XPM report to list clients with Rental Properties.

    2 votes

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    Thanks for sharing your idea to generate a report in XPM that lists clients with rental properties. We can definitely see how that would make managing this group of clients much more efficient.

    We're grateful for your engagement and letting us know the changes that matter to you.

    We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how a dedicated rental property report could improve their experience with Xero.🙂

  15. 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

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  16. 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).

    1 vote

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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.

  17. 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

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  18. 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 votes

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    5 comments  ·  Xero HQ  ·  Admin →
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    Thanks 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.

  19. 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

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     ·  0 comments  ·  Xero HQ  ·  Admin →
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  20. 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

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    0 comments  ·  Workpapers  ·  Admin →
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