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  1. This is not a simple feature request. This is a blatant fault with how Xero Tax handles asset figures.

    In this particular case we have two accounts in the book-keeping records for CIS tax, because we wish to track CIS deducted by contracted on sales and CIS deducted from subcontractors separately. Transfers are made between the accounts as appropriate when liabilities are reported for payment to HMRC.

    At the year end, we want to show this as a single balance. As the net result was an asset at the year end, we tagged both to an appropriate asset type. Instead…

    51 votes

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    8 comments  ·  Xero Tax  ·  Admin →
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    Appreciate your input here, everyone. Our team is aware of the challenges our partners are facing around the auto-reversal of negative balance. It’s on their roadmap to investigate and provide a better user experience.

    For the time being, I’ll move this idea into ‘Under review’ status. And when there's movement, we'll make sure to come back here and let you all know.

  2. jobs -- can u make all row more compact - can u make columns more compact or allow user to narrow or widen column size - can u also allow job number column select Yes/No at column selection option - can u allow job report to export to excel/pdf - there are many external application having much better jobs management features - can u take some info from there ???

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  3. I want to be able to track our tax lodgements. Specifically what I really want is to compare our lodgement of tax returns now to the same time last year.

    2 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  4. It would be useful to be able to file historic tax returns prior to the dates shown in Xero. I have a client who submitted his own accounts but has never submitted his own tax returns so we need to file 4 returns for him but we are only able to go back 2 years.

    2 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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    Hi Natalia, just to make sure I'm sharing this back with the right team internally. Where abouts is your client based. Our Tax products for each region are developed separately for their own needs and regulations so this information will make sure I get it back to the right team to consider.

  5. ATO prefilling summary to include column displaying relevant Tax Return Label next to prefill information

    Example (Individual Tax Return - Bank Interest)
    Gross Interest $x,*** Label 10L

    Example (Managed Funds Distributions)
    Non primary production income amount $x,*** Label 13U

    Currently the ATO prefilling summary does not show the Tax Return Label which information will be prefilled into. Inclusion of Labels will make reconciliation between prefilling and Tax Return easier.

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  6. Imagine that the worst has happened and the entire board of directors were eaten by sharks on the first day after the year end.

    Currently Xero Tax pulls the list of Directors from Companies House for the year in question, so
    while new directors could be appointed, none of them would be selectable to sign the Director's Report or Balance Sheet in Xero Tax. On the other hand we would be able to select Directors to sign the accounts who in this hypothetical situation were busy being fish food.

    Please change the signatories so it selects from current Directors at…

    3 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  7. New feature that enables accountants in the UK to prepare accounts and tax returns for clients that do not use Xero.

    1 vote

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    0 comments  ·  Xero Tax  ·  Admin →
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  8. MTD for ITSA is expected to be in force for the self-employed with a gross income over £50,000 from April 2026. Will your starter or standard packages have this feature available to enable us to submit the self assessment return?

    6 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  9. I would like a tax screen similar to the jobs, where I can see clients tax return status, taxes owing and overdue returns. It would be useful to have the option to update a client's return to show as not required or Auto Assess.

    28 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  10. We have some clients that have multiple businesses under their personal names. Can we please have individual worksheets for each business to input income and expenses which then automatically totals into the business schedule in the main form?

    At the moment in XERO tax, we need to put the grand totals into the business schedule, then split the amounts across the businesses for each expense/income line item. This is not practical as we generally receive separate figures for each business, not a grand total.

    73 votes

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     ·  7 comments  ·  Xero Tax  ·  Admin →
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  11. We would like to see more custom report options that reflect the returns so we can interrogate and pull information out of Xero tax in relation to clients

    In particular, get a list of every client that has a number in the Tax Return Labels – Interest Expense or Interest Expense overseas or Royalty Expenses Overseas - See attach screenshots

    2 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  12. It would be good if Xero Tax calculated the estimated PAYG instalment payable in SMSF Tax Returns as we use this to inform our clients of what amounts they are up for in the new financial year, a very important piece of information for them to consider re timing and amount of cashflow outgoings. Xero Tax does it for individuals so not sure how difficult it would be to make it apply for all entities subject to the PAYG Instalment system.

    16 votes

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     ·  4 comments  ·  Xero Tax  ·  Admin →
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  13. I'd love a calculator tool in Xero Tax preferably one that is activated using hotkeys.

    49 votes

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    7 comments  ·  Xero Tax  ·  Admin →
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  14. I conduct many Zoom meetings and review an existing Word interview checklist and ATO Authorization with my clients. To automate the process, I would like to add my current checklist and ATO authorization with Xero tax fields as a template. When the interview is completed, the checklist and ATO authorization must be sent to the client for signature.

    3 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  15. It would be great to be able to preview returns on screen rather than having to export to PDF.

    7 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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  16. Hi,

    Would be great if we had the ability to stop provisional tax letters being generated for non-clients if their IRD numbers are entered into XPM. This creates a lot more work during prov tax times as the list is long and needs to be reviewed so these letters are not accidently sent.

    3 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  17. We have noticed an error, where, when managed fund distributions are prefilled from the ATO, a zero is put in the Item 24 - Other Income

    This causes an error for each managed fund prefill that needs to be manually fixed by going in and deleting that entry in the schedule.

    I just recently had a client with 15+ managed fund imports (owned jointly with his wife, so same issue on her side) which meant I had to waste quite a bit of time going into each schedule, only to delete the zero at the bottom.

    If you could arrange…

    50 votes

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     ·  5 comments  ·  Xero Tax  ·  Admin →
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  18. An option should be added in Xero settings, company settings, to manually enter the start date (at the moment you can only enter the end year date)

    There should be an option to extend the settlement period manually in the balance sheet to generate a report.

    When a company changes status to limited in the middle of the month, the first settlement period is extended by that half of the month (e.g company start January 18, 2023, end January 31, 2024), the balance sheet should show the settlement on these dates (and not from February 1, 2023 to January 31,…

    2 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  19. Losses carried forward have to be manually entered into XPM tax each year. It would be great if the information flowed through automatically from the tax return so that all we have to do is confirm it matches the IRD assessment. At a minimum it would be great if the losses to carry forward figure from 2023 automatically rolled forward to 2024 once it has been confirmed.

    68 votes

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    5 comments  ·  Xero Tax  ·  Admin →
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  20. Can we use the Reports Codes from Xero to populate Trust Accounts Disclosures in Tax Return. Just the same way as is done for the IR10.

    8 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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