144 results found
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Report Templates - Add Tracking summary report
add more reports into report template, for example payroll report and tracking summary. Thank you.
75 votesHi team, this report has been split out from a previous one that requested the addition of both payroll and tracking summary reports to Report Templates. It's unlikely both these reports would be added at once, and it's good to track the interest in each.
While we have just released a new Tracking Summary report in Xero this isn't something that's been added to Report Templates just yet, if there are any plans for this we'll let you know here. Thanks
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Clients - Ability to set an email for a specific purpose
It would be useful to have settings to setup multiple emails on a clients record for different purposes. This would improve accuracy in communications and sending of documentation when managing clients.
45 votesWe're interested to understand the interest in being able to add multiple emails to a clients record, for the purposes of setting these up for different purposes.
It would be great to hear more detailed feedback from our partners on the particular purposes you'd want to set up emails for and how this would help you through Xero's practice tools. Thanks!
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AU Tax - Warning when creating client record with same TFN as archived client
When creating a new client the duplicate TFN warning should also apply to Archived clients.
77 votesHi Samantha, thanks for sharing this excellent suggestion for improving data integrity in Xero Tax. Preventing duplicate client records is incredibly important for practice management.
We've reviewed your idea to have the duplicate TFN warning also check against archived clients when creating a new record. Your suggestion is now ready to gain support and feedback from other members of the community.
Along with votes, other tax professionals can now share their experiences and comment on how this enhanced warning would help ensure clean client data within their practice.
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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…
65 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 - Expand Financial Mapping to Include All Tax Return Schedules
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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43 votesHi community, thanks for engaging with this idea! It’s already gaining strong traction, and we can see how important this is to many of you.
We understand the value of being able to map general ledger accounts directly to all tax return schedules in Xero Tax, not just the business schedule. This improvement would go a long way in streamlining tax workflows, increasing efficiency, and reducing the risk of manual entry errors.
The idea is now in the Gaining Support stage. Your continued votes and comments help highlight its importance and guide our product team's priorities.
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NZ Tax - Auto Allocation option for Partnerships, Trusts & LTC's
Would be good to have an "Allocate" command button so income, deductions, tax credits are split automatically as per the percentage for each individual in a trust, partnership and LTC company. It is time consuming when there are multiple individuals and varying percentage splits.
36 votesWe're grateful for your engagement and letting us know the changes that matter to you.
We've reviewed your idea to add an auto allocation button and it can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Report Builder Fields - Include fields from Tax Return Data
It is not currently possible to pull a report of all clients that have Franked distributions (field U) and Franking credit (field D) on their tax returns. As the ATO has released a new area of focus on franking credit trading rules known as the '45 day holding period rule' we would like an easy way to track and highlight companies that could
26 votesAppreciate you raising the idea in the forums here. We'll continue to get a sense of the interest in being able to pull these Franking fields with the report builder.
If there are any plans made for enabling this we'll be sure to share with you all here.
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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.
33 votesThanks for sharing your idea regarding manual reordering of tasks on a job.
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 now comment to share additional detail about how your idea could improve their experience with Xero.
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NZ Tax - Transfer donation rebate to multiple years, tax types and IRD numbers
Having the option to transfer a donation rebate to multiple tax types, tax years and IRD numbers would be great. For example, transferring credit to terminal tax and also provisional tax or tax owing from a previous year.
28 votesThanks for sharing your idea to improve our NZ tax product, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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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…37 votesHi community, thanks so much for the great feedback so far. The changes to Tier 3 reporting standards - especially around grant categorisation are clearly important, and it’s great to see this idea gaining momentum quickly.
This request is now in the Gaining Support stage, so it’s on our radar for further consideration. If you’re using Tier 3 reporting, we’d love to hear more about what specific features or improvements would help you most. Your input really helps guide the product team’s priorities.
Please keep the votes and comments coming. We’ll be sure to share updates here as we learn more. Thanks again for being part of the conversation!
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XPM - Monthly Productivity Pie Chart
Currently the productivity pie chart on the home page only reports on a weekly basis. It would be great if the home page can add a 2nd productivity pie chart which is set to report on a monthly basis. Most accounting firms/staff have monthly productivity targets, so this is why it would be a wonderful way to track MTD productivity results instead of only weekly.
19 votesThanks for submitting your idea, Warren.
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 your idea could improve their experience with Xero.
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AU Tax - Add Rental Property schedule to Company Tax Return (CTR)
In the company return you have the ability to create a new schedule.
Specifically, A rental statement to be included here:13 votesHi everyone, thanks for raising this idea. We know rental income and expenses are a key part of tax for many businesses, and it would be super helpful to have a rental property schedule within the Company Tax Return (CTR) in Xero Tax.
At the moment, there aren’t any rental worksheets for companies in Xero Tax, because the ATO doesn’t accept rental schedules on a CTR through PLS. That means this part of the return needs to be managed outside the system — which we understand isn’t ideal.
That said, we can see this idea is already getting some traction, and it's now in the Gaining Support stage. If this would improve your workflow, feel free to vote or add a comment. It really helps the team understand what matters most to you.
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New Xero HQ Staff page - ability to filter to client groups when assigning clients to staff
On the old Xero HQ staff page, you could click on the staff member, add clients, and then filter to client groups.
With the new Xero HQ Staff page layout, this ability has been lost and it's vital for adding clients in bulk to particular office groups, particularly for our new starters.
26 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have 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 your idea could improve their experience with Xero.
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Hubdoc - Add a discount field to supplier invoices
Hi Hubdoc Support,
I’d like to suggest a feature that I believe would benefit many users working with supplier invoices.
Currently, when capturing invoice details, there’s no option to enter a discount before the total amount is calculated. It would be incredibly useful to have a field above “Total Amount” where we can input a discount value—either as a percentage or fixed amount—and have Hubdoc automatically adjust the total accordingly.
This would:
Reflect real-world supplier practices more accurately
Reduce manual edits and errors
Improve audit trail clarity
Streamline publishing to accounting platforms like Xero or Sage
If this is something…8 votesHi there! We really appreciate you sharing your idea, and thank you for the attached screenshot – it's very helpful.
After reviewing your submission, we agree that this is an excellent suggestion that could benefit many businesses. To move it forward, we need to see strong support from the community.
Please feel free to encourage any colleagues who would benefit from this feature to add their votes! It's also incredibly impactful when others share how this would improve their own workflows, so more comments are always welcome.
Thanks again for taking the time to share this. We're excited to see the votes come in!
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Client - View Contact Salutation or alternate name
View salutation or an alternate name field
As many clients are addressed by a different name other than their legal/birth name, it would be helpful to be able to view their salutation, or an alternate name, in the contact section of the client, without having to go into the contact to see this information.9 votesHi team, we appreciate wanting to be able to see this information more readily available. While we continue to get a sense of the interest in this through the idea we'll let you know here if there are any changes planned.
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Xero Tax - Allocate a percentage of Trust income to beneficiaries from Trust tax return
Would be good to be able to allocate Trust income to beneficiaries as a percentage of all income types.
14 votesWe're grateful for your engagement Joanne! Thanks for letting us know the changes that are important to you.
Our Community have reviewed your idea and now it can gain support from other community members.
You can now continue to add more details about how this would help your business in the comments section, and gain votes from the community.
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Reporting - Freeze header row
Would it be possible to freeze the header row on the screen when running reports.
17 votesThanks for continuing to support this idea, and letting us know the changes that matter most for you.
We've reviewed the idea and found another similar idea that we have merged with this, and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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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.
14 votesThanks for sharing your idea in the forums here, Subegh and to those that have already shown support.
We are keen to get a better sense of the wider interest from the community in this, here.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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XPM - Sync updated client information via Xero to the ATO Portal
It would be good if we could update client info changes such as change of address or bank account changes directly in Xero that would then update on the ATO Portal. Having used this in another accounting package, it is an extremely efficient process that make sure the client info is updated at both sites. Making these changes directly through the ATO portal gives no (or very little) audit trail.
14 votesHi Jo, thanks for sharing this great idea for improving practice efficiency. We understand how valuable a better audit trail and a more streamlined process would be for keeping client details up-to-date.
We've reviewed your suggestion to have client information updated in XPM, such as addresses or bank details, sync directly with the ATO Portal. This idea is now ready to gain support from other community members.
Along with votes, others can now comment to share how this direct integration would improve the workflow and data accuracy for their own practice. 🙂
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Practice Manager - Export Client Insights to Excel
Client Insights - Exporting to excel for further analysis (e.g. by manager)
14 votesThanks for sharing this idea, I can understand how this might be useful.
Now it's up to the community to get behind your idea, and add their vote and comments to support it. You might like to share this idea with any colleagues that it could benefit, so they can join in too!
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