52 results found
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UK Tax - Settings for MTD messages and dismiss for clients who don't use it
It would be good to have more control of the error messages, and ability to dismiss these for specific clients. This would reduce noise for clients that you do not do VAT for.
5 votesThanks for sharing this idea, I can see how you'd like to get more control over them, such as removing them for clients where it isn't relevant.
We've reviewed this, and now it's up to the community to get behind and support it.
You might like to share your idea with any colleagues that this could benefit, so they can add their votes and comments too!
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AU Tax - Improve reporting for share acquisitions and disposals
For the capital gain worksheet, it can't enter the number of the shares sold and bought. Most of time, the shares sold and bought will operate in different time during the year, it is more efficient to have the number shares match between sold and bought figures.
And also can transfer the worksheet to another partner is they are 50%, reduce time to enter again.
1 voteHi all, we can see how improving the capital gains worksheet in Xero Tax could really streamline things.
At the moment, there's no way to enter the number of shares bought and sold separately, even though these often happen at different times. Being able to match share quantities across transactions would make reporting more accurate and reduce manual checking.
We've also heard similar feedback around shared ownership. A suggestion to allow copying or transferring the worksheet to another return has already been raised and is gaining support. We've added your vote to that idea to help show how useful it would be.
This idea is now in Gaining Support. If this would help in your workflow, feel free to vote or share your thoughts in the comments.
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AU Tax - Filter Archived Tax Returns
Would be ideal when filtering tax returns this also applies to the "Archived" tab too.
3 votesThanks for the idea Steven.
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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Xero Tax (AU) - Warning to complete 13U tax losses and losses schedule
It would be beneficial for a warning to show to complete label 13U tax losses to be carried forward and/or when a losses schedule is required in a Trust or Company tax return when there has been a tax loss for the current year. This would reduce the risk that this label is inadvertently omitted.
2 votesThanks for sharing your idea, and letting us know the changes to Xero Tax that matter most for you.
We've reviewed your idea to include a warning to complete 13U tax losses and losses schedule 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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Milage claims - GST on business kilometres
The ATO allows businesses to claim the GST on cents per kilometre based on the business Kilometres travelled. The Milage claim in Xero currently does not have any tax category which means milage claims aren't showing on the GST reports and have to manually added to the BAS otherwise businesses are missing out on GST if not added manually.
For example, If staff travel 100kms for business, then the claim should reflect the following
100 kms x rate of 88cents (FY2026) totalling to $88. the $88 is inclusive of GST of $8.1 voteHi Camilla👋, we understand the importance of being able to track and claim GST on business mileage and appreciate you letting us know this functionality isn't available within Xero. We know that not having this feature causes extra work to manually calculate the GST on mileage claims. While we don't have this feature at the moment, we’d like to acknowledge the workarounds of manually calculating the GST component of the mileage claim and entering this as a separate line item when processing the expense claim. We understand this isn't ideal and adds extra work, but it may help for now. We're still actively monitoring this idea to see how much support it gets from our customers 👀. As always, we'll continue to provide updates as we have them. Please continue to share your feedback and vote for the idea! ✅
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Contacts - Edit payment options for a specific contact
It would be important to be able to edit the payment option available for a specific contact. Example: I have an international client that I would prefer if they did not get the option to pay their invoices with credit card. That would be useful to edit this within their contact settings so I don't have to manually change each of their invoices.
3 votesHey Fanie, thanks for your engagement and for sharing this excellent idea for managing customer payment options.
We've reviewed your suggestion to be able to set specific payment options within a contact's settings, and it's now open to gain support from other community members. We can definitely see how this would save time by removing the need to manually edit each invoice for certain clients, like your international customer example.
Along with votes, others can now comment to share additional detail on how this feature would give them more control and improve their invoicing workflow. 🙂
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NZ Tax - Notification when there is overdistribution of income types in an IR6
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.
2 votesThanks 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.
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UK Tax - Other allowable expenses for tax comp
Option for 'Other allowable expenses' in the tax comp to allow the depreciation on assets purchased as a finance lease as capital allowances are not reclaimable but depreciation can be deducted.
2 votesThanks,Charlotte, for sharing your idea!
We've reviewed it, and it's now live for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience.
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UK Tax - Detailed Balance Sheet in statutory accounts for Micro Entities
Ability to generate a detailed Profit and Loss and Balance Sheet in the Statutory accounts for micro entities.
2 votesWe're thankful for you sharing the changes that could make using Xero Tax more impactful for you and your clients, Doina.
As you've mentioned 2 separate reports I've split your idea so we can get an understanding of the community interest in each and keep you updated if there are any plans made.
I've renamed this one specifically for a detailed Balance Sheet and you'll find another for a detailed Profit & Loss over here.
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UK Tax | Personal - Entry for Payment on account before 31st July
Ability to produce payment schedule that works with 31st July payment on account as DUE not already paid. When producing the return prior to 31st July.
The attached file was produced prior to 31st July. The POA has been amended to show the correct figure due 31st July.2 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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NZ Tax - Customise declaration
It would be good to be able to customise the Declaration that is just above the signing line in the Tax Returns. The default wording is quite broad, and it we would prefer to be able to customise it to reduce our risk. Clients are not always truthful in reporting all income, and we need to protect ourselves.
4 votesThanks for sharing this idea with the community. We can understand why being able to add specific wording to the client declaration would be useful.
This idea is open for voting and comments from the community, and we'll be keeping an eye on its progress to gauge interest.
In the meantime, while it's not possible to edit the declaration on the return itself, you can add your own custom text and disclaimers to a cover letter that you send with the tax return. This might help you manage the risk you mentioned.
You can learn how to create your own templates for this here: Customise the cover letter for a tax return.
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AU Tax - Rollover IT8
Rollover from previous tax year includes IT8 Number of independent children.
1 voteThanks for sharing, Peter. We'll get a gauge of the interest from community in this from your idea here.
If there are any plans made we'll share an update through the idea here.
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NZ Tax | AIM - View mapped accounts
When drafting AIM reports in XPM, it would be helpful if you could hover over the box number and it lists the accounts that are being mapped there as opposed to changing report codes in blue Xero and continually having to update the AIM report to see if accounts are mapping correctly.
2 votesAppreciate you raising this idea, Amy We've gone through your suggestion and taken a closer look at how things currently work.
Right now, there isn't a built-in way to quickly view which accounts are linked to each AIM report box directly within the report. Based on your description, we understand how this would simplify the review process and reduce unnecessary steps when updating report codes.
We’ve moved your idea to Gaining Support, which means others can now vote and add their perspective. That input really helps when our product teams are looking at what improvements to prioritise.
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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.
3 votesHi Emile, we're grateful for your engagement and for sharing this excellent idea to use comparatives in a return in NZ Tax. We agree that having a feature like this, similar to what's available for Australian tax returns, would be a fantastic tool to help ensure accuracy and streamline the preparation of returns.
Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero. We'll be keeping an eye on its progress.
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NZ Tax - Split business/private use in the asset worksheet within the rental schedule
Can you please add the ability to split depreciation between business & private use in the asset worksheet within the rental schedule in XPM.
1 voteHi Dawn, thanks for your idea 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 your idea could improve their experience with Xero.
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AU Tax - Lodge early CTR for Substituted Accounting Periods
Being able to lodge an early CTR for companies with "Substituted Accounting Periods".
1 voteThanks for submitting your idea on Xero Product Idea's, Anthony. We'll start to track support in your idea from the community, 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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AU Tax - Allow CSV/XML Import into Returns from External Form Tools
Allow CSV/XML Import into Xero Tax Returns from External Form Tools
Please add the ability to import tax return data into Xero Tax from external tools like Content Snare using a structured CSV or XML—similar to ATO pre-fill.This would let us auto-fill returns from client forms, reduce manual entry, and speed up processing. A simple mapping template or import tool would make a big difference.
Thanks for considering!
1 voteWe'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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UK Tax - Ability to Select or Create Custom Disclosure Titles in Accounts (eg, going concern)
Currently, Xero only provides a generic “Additional Disclosure” box when preparing accounts in Xero Tax. However, there are many cases where specific disclosures are required, such as:
Guarantees and Other Financial Commitments
Going Concern
It would be highly beneficial to have the ability to either:
Select from a list of standard disclosure titles, or
Create a new custom disclosure title, which is displayed in bold in the final report—making the disclosures clearer, more compliant, and professionally formatted.
Benefits:
Improves compliance with reporting requirements.Enhances the presentation and clarity of financial statements.
Saves time for preparers by avoiding repetitive workaround text…
1 voteWe appreciate you submitting this insightful suggestion and detailing the improvements you need. Your idea has been reviewed and is now live, awaiting community support. To help us prioritize this change, please share the link with your Xero-using colleagues so they can vote and contribute further feedback on how this update would benefit their workflows.
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AU Tax - Ability to lodge FBT return for clubs & society structures
FBT Returns - I have been informed by Xero Support that FBT Returns can only be created for the following structure types:
Individual
Company
Trust
Partnership
Self Managed Superannuation FundNoting that individuals, partnerships and SMSF do not require FBT Returns it seems more prudent to make them available for the club and society structures who actually my have FBT to lodge.
1 voteThanks for sharing your idea and letting us know exactly what changes would make the biggest difference for you!
We've reviewed your suggestion, and now it's up to the community to get behind it. Please share your idea with any colleagues who would also benefit so they can add their vote and comments.
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AU Tax - Ability to change password for Outcome of Assessment(OoA)
see CX0014868568
can we modify the password settings?
we prefer dd/mm/yyyyor 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 voteHi Christopher, we appreciate you sharing this idea. We understand the value of being able to set a custom password for Outcome of Assessment (OoA) documents in Xero Tax. Having more control over how these documents are secured can help you align with your firm’s processes and better meet client needs.
At the moment, Xero Tax automatically applies the client’s date of birth as the password for OoA documents in dd-Mmm-yyyy format. While this works in many cases, we acknowledge the interest in having more flexibility — whether that’s for consistency across documents, improved client experience, or added security.
This idea is now in the Gaining Support stage. The community votes and comments help us understand how important this is to the wider Xero community and guide future product discussions. We’ll continue to monitor the feedback here and share any updates as they become available.
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