1363 results found
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NZ Tax - Ability to import settlor information to IR6
When Settlor relationship exists for a client, this needs to flow through automatically to the IR6 in the same way that Beneficiary relationships do.
33 votes -
AU Tax - Trust Income Schedule
I'm completing my first Trust ITR for 2024, and inputting info into the new Trust Income Schedule.
The Non-PP income flows through to Item 8, but the Capital Gain isn't flowing through to Item 21...
WHY do you insist on SO MUCH double entry??!?
It's not even throwing an error, like the 'Managed Fund' schedule does in an Individual ITR??
35 votesAppreciate the conversations here. The other idea linked in this conversation that we delivered on was for the ability for information to flow from the Trust Return(TRT) to Individual Returns(ITR) which is facilitated with the Trust Income Schedule,
This is slightly different in that you're wanting information from the CGT worksheet to flow through to a TRT.
Right now non ITR's will need to create a CGT worksheet after the Trust Income Schedule, we appreciate wanting to see further improvement in this space for non ITR's to create a CGT event in a worksheet. It's something we looking to implement in the future but don't have a timeframe on atm. I'll let you know here if there are any changes. Thanks
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Practice Manager - Milestones option to view at the top.
Since the XPM update (April 2025) milestones in XPM are now at the bottom of jobs. They should be at the top of the job (as they were previously) so that they are one of the first things we see on a job. We use milestones to remind us of important filing dates so relegating this to the bottom of jobs requires too much scrolling and is very frustrating.
6 votes -
Detailed Profit and Loss and Balance Sheet report in one click
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.
7 votes -
UK Tax - Settings for MTD connection error messages
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 votes -
Hubdoc - Don't automatically sign out after 30 minutes
It's maddening having to sign in to Hubdoc so many times when I'm only using it sporadically throughout the day
39 votes -
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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Hubdoc - Allocate to any bank account
Please make it possible to allocate expenses to any bank account while in hubdoc. That way a lot of time is saved when reconciling transactions to the bank account.
14 votes -
Add changelogs to Xero Central Support pages where the product changes
Things like tax returns change fairly frequently. Not all new features are entirely self-explanatory. Xero Support's Articles are simple and aimed at giving new users basic information, but often lack the detail to be used as an ongoing resource.
I'd suggest adding changelogs to Xero Central Support pages/articles for existing products that have been updated.
For example the IR6 tax return has changed in the 2025 year to match tax law. Estates are still able to use the 33% tax rate in their first 4 years, but the return defaults to the 39% rate.
Existing users will review the Tax…
2 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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AU Tax - Automatic filing
Why can't Xero automatically file signed returns once the client has signed the document? Should be a fairly simple update for Xero to manage automatic filing instead of a person having to tick all and click file. Has this ever been considered? Knowing the suspend date is used to hold back a lodgement.
2 votesWe understand you are interested in a return filing automatically with ATO once your client has signed the return.For now, the process remains that a partner needs to click 'File' in Xero Tax after the client has completed their e-signature. This is because the client-signing process happens through a Portal and not in Xero Tax,, and the final action of lodging the return is designed to be a deliberate, conscious step taken by the practice. We have no immediate plans to change this workflow. The current separation of the signing and filing steps is an intentional part of our design, ensuring the final lodgment is a secure and authorised action from the tax agent.
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Report templates - Minimise hidden notes
Report Templates - notes (text blocks and schedules) to be minimised/collapsed when they are hidden instead of just greyed out so they don't take up as much space
2 votesThanks for sharing, River. I'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!
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New Tab for All NON Lodged in Xero Tax
Xero Tax should have another Tab to View ALL NON Lodged.
Right now you have to go to Draft, Completed, Approved, To Sign, To File - that's 5 tabs to see which returns and BAS are not yet lodged. All tab includes Filed. There needs to be a tab where you can view All Non Lodged excluding Filed.2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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XPM - Integrate Quotes with Xero Sign for e-signatures
Currently Quotes are not able to be sent directly for e-sign acceptance (i.e. clients will need to print physical copy of quote, sign and email back unless they have access to adobe sign). It would be an improvement if quote can be sent to Xero Sign for signing and audit trail. Alternatively, it would also be great if clients can accept/decline from the quote email.
2 votesHey TJ, thanks for submitting this idea! We've reviewed your request for integrating Xero Practice Manager quotes with Xero Sign to enable seamless e-signing, and this idea 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. This process helps us track the ideas our customers care about most. We really appreciate you taking the time to share this with us.
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Job Status - Updating to Lodged
Job Status - Updating to Lodged,
Wouldn't it be great if when a return, activity statement etc connected to job is actually lodged, that the job automatically updates the status to lodged.2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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UK Tax | Company & self assessment - Access in advance of the year end
Allow us to access Xero Tax in advance of the year end - company and self assessment - as it stands we cannot even set up the details/schedules we know we will need. In other software you could load up the information before the year end date had passed to give the client an estimate of tax liability as the year progresses. Furthermore, this allows you to load information as you receive it - e.g. Company Director dividends to self assessments as you complete company accounts
5 votes -
Trial balance With Categories
"Please provide or enable a template that allows the generation of a Trial Balance report with account groupings categorized under the same headings like Profit and Loss statement and Balance sheet."
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Xero Tax (AU) - automatically add the ABN from the client record to P5 of the individual tax return
Any taxpayer can only have one ABN.
Why does Xero leave P5 blank when it could put the ABN (which is already in the client record) into P5 for me?
If you're worried about there sometimes being an ABN in the client record but there being no business that year and it needing to be blank.. then make it work the same as when I rollover from a prior period - last year's fields are rolled over but I can delete them if need be.
Same thing here - when I create the tax return, either:
- roll-over from the…2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Workpapers | Transactions - Column for mileage
Allow a Column on your main page of transactions for mileage so you can add the mileage to the column for sales to be calculated
I am a private hire driver and this I believe will benefit taxis and private hire drivers or people who do a lot of driving as a business.
Can they not add another column on this page that we can add the mileage for each job that can then be calculated at the end of year as you do with what fairs come in or sales coming.
Again, this would benefit greatly for small businesses…
2 votesThanks Simon, it does appear that you're referring to the jobs related to workpapers directly that you'd record mileage for.
This isn't something that we have plans for right now, but we'll track the interest and share if there are any changes to update you on.
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Xero Tax - set default print settings for your practice
It would be great to be able to set default print settings for the practice, especially by tax return type. Recently Xero changed the default and now I have an extra box to untick each time. Pain in the backside. Thanks
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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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 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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