Skip to content
← Share and support customer ideas for Xero

For accountants & bookkeepers

For accountants & bookkeepers

Categories

(thinking…)

Enter your idea

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

2 results found

  1. 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

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

  2. Personal Tax (UK) - Tax adviser details

    Ability to auto-fill tax adviser details for all clients (as agents) rather than manually adding the details for each tax return/year.

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for the on-going interest and engagement in this idea. As mentioned in our last update - tax adviser details will roll forward into the next year for each client, once added.

    However, our product team do appreciate how auto-filling the tax adviser details would make things more efficient.

    While we don't have immediate plans, this is something our teams are taking a closer look into solving for Xero Tax (UK) Personal tax.

    I'll be sure to come back and keep you updated of any progress in this space.

  • Don't see your idea?