32 results found
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Tax Manager - Remove 'Ready to Start' tax returns from existing jobs
"Ready to Start" tax returns should not show up in existing jobs. We have all these tax returns that are showing up in Job that are not related to the client, Individual Tax Return showing up under an Activity Statement Job for a company that is completely unrelated. If they tax returns placeholder is going be added it should only appear under the client tax return tab, not in an existing Job. And there should be away to turn it off.
82 votesHi team, as we continue to progress with improvements for 'Ready to start' our product team would love to engage with users that have voted for this here; to get more understanding of your setup, and give input on early designs.
If you'd be interested in meeting with the team you can book a time that works best for you through this link 🗓️ Thanks!
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Tax manager - filter by Partner & Manager
Be able to filter the tax manager list by Partner & Manager
75 votesHi everyone, we appreciate the efficiency filtering by Partner and Manager in Tax Manager could have in your day to day.
While the Tax Manager is still in beta your feedback is helping shape what comes next, so thank you for your input here.
Our product team is exploring filtering options within Tax Manager, so we’ll move this idea to In development, and keep you posted on progress here. You can also check our Xero Central page for pipeline updates.
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Xero Tax (AU) | Include PAYG instalment for Trust Tax Returns
Please add a PAYG instalments section to Trust Tax Returns (TRT). This ensures that both the ATO and the client are provided with the correct tax payable per the tax return where there are no presently entitled beneficiaries.
36 votesHi everyone, thanks for the engagement so far. We understand why having PAYG instalments included directly within the Trust Tax Return calculation statement would help create a smoother tax preparation workflow.
The idea is to add a dedicated PAYG instalment field or calculation line within the Trust Tax Return, allowing tax professionals to track these amounts directly and reduce the need for manual adjustments.
We encourage the community to vote on this idea if you’d find this tax workflow improvement useful.
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Tax Manager - Save Filters
You can apply filters, but it would be good to be able to save filters so that they can be used again. Basically the same function that is in Job Manager.
46 votesHi team, really good to hear your feedback on what could improve your experience with new Tax Manager which is currently in beta.
We're listening to the feedback we're receiving about this from our community and while not in the works just yet, the ability to save custom filters is a feature we plan to develop.
You can get more of a view of what's to come in Tax Manager through Xero Central, and I'll keep you updated here once this idea progresses with the team.
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Tax Manager - Allow suspended tax returns to be progressed to Signed status without removing suspension
In the old return manager, it is possible to push suspended tax returns from approved through to the signed stage and this is where they would lock. In the new tax manager, when the return is approved then suspended, it is not possible to push through to signed.
Can the new tax manager adopt the old previous ability so there is no back and forth or suspended / removing suspension then adding it back?6 votesAppreciate you raising this suggestion, Britney. Having the ability to move a suspended return directly to Signed could remove the need to temporarily change its suspension status.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful for your practice, add your vote and let us know how you currently manage these returns.
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Tax Manager - Suspended Returns ability to Save Filter
Suspended Returns Filter - so we can filter these and see as a whole which returns are suspended also showing the date suspended / reason etc. Saving this filter along with all filter options to be saved for future quick reference.
8 votesThanks for the feedback, Jo. It's good to hear how more filter and save options within Tax Manager would be useful for your practice.
We'll share if there are any plans made to enable this here.
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NZ Tax Returns - Cannot See Navigation Bar for Certain Returns
When we are in a tax return for a client (specifically IR6, IR7 and IR4) we can no longer see the navigation bar at the top of the screen. So we are unable to navigate out of the tax return unless we click on the job link or clients name which just results in additional click and isn't practical. Please could this be updated as the navigation bar is essential and should be at the top of every page in XPH/XPM.
5 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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AU Tax - Send bulk signature reminders for outstanding tax returns
The ability to select multiple 'out to sign' returns and send a bulk reminder to sign. I know it automatically sends reminders but they stop after a few weeks.
4 votesThanks for bringing this suggestion to the community.
Being able to send signature reminders in bulk could help practices follow up on outstanding tax returns. This could make managing client approvals more efficient when there are a large number of returns to follow up.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful, share how you’d like the bulk reminder process to work.
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Xero Tax - Retain suspension reason history and notes after suspension is removed
when the suspension is removed you can no longer see why that return was suspended. it would be very helpful if the reason for suspending the return stayed in the history like a note. so when you look back you can see what issues that return had.
4 votesThanks for highlighting this opportunity. Retaining previous suspension reasons could give better visibility of a return's history after the suspension has been removed. This could be particularly useful when reviewing older returns or understanding why a return was previously paused.
I’ve updated this idea to Gaining Support so we can continue tracking community feedback. If this could improve your workflow, add your vote and share how you’d like previous suspension details to appear.
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Tax Manager - Dedicated "Overdue" tab for late lodgements
Can we have Late or Overdue Lodgements in a Separate Tab so they dobn't get buried with the others.
14 votesHi everyone, thanks for the suggestion. A dedicated Overdue tab in Tax Manager would make it easier to quickly see filings that have passed their due date, rather than relying on filters or scanning for overdue indicators.
At the moment, you can use status filters or sort by date due in the returns list, but we can see the value in having a clearer, dedicated view.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams for consideration.
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Tax Manager - Highlight the Errors tab
When there are errored tax returns, the tab that appears needs to be different (different colour etc) than the other tabs around it.
The old returns view had the tab font coloured red, so it was easily identifiable as out of the ordinary.
The new Tax Manager view is now the exact same font and court as the other tabs, and is not easily noticed. This section needs to be highlighted, whether with a coloured bubble around the wording or a different colour font. If it is the same exact font as everything else on the page, it doesn't stand…4 votesAppreciate how having the Errors tab different to the other tabs would help draw attention to returns that need attention, Amelia.
We'll update here if there are any plans to make a change here.
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Tax manager - Split signing by client and by partner into separate steps
We had this issue with the original XPM where the signing by the client and signing by the partner are in the same "to sign" step. There should be a step for "out to sign" with the client so returns aren't accidentally lodged that haven't received the client's signature.
5 votesThanks for sharing how having separate signing steps for the client and partner in Tax Manager.
We understand how being able to send the return out to sign for the client first, followed by a separate partner signing step, could provide greater clarity and control before the return is lodged.
Though we don't have specific work planned for this yet, we’ll continue to monitor the feedback and support for this request.
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Tax Manager – Include ATO clients missing from XPM/Xero Tax in the Ready To Start list
The returns ready to start from the ATO list need to also contain clients on ATO list not in xero tax so that we can use this list as our master list to clean up ATO clients/add new ones that may have been missed.
19 votesHi team, we can see how having the Ready to Start list in Tax Manager to include ATO clients missing from XPM/Xero Tax could make cross checking your clients list more efficient. Using this list as a single source to clean up or add missed clients sounds like a practical way to reduce extra steps.
This idea is now in Gaining Support, so it’s open for the community to vote and comment. If this would help your day-to-day work, we encourage you to add your vote and share your perspective—hearing how it could help in different situations gives the Product team a clearer picture of its value.
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XPH | Tax Manager - Column showing outcome
In Tax Manager, Option to multiselect tax forms and lodge button. Similar to the Old tax returns window. It will be nice to have a column showing outcome for the form such as $$$ payable or Refundable. This will be more efficient.
20 votesThank you for your input on the changes that matter most to your workflow.
What happens next? Your idea is now live for community support! To increase its visibility, share it with any colleagues who would benefit so they can vote.
The community can also now use the comments section to provide more detail on why this update is a win for Xero users.
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Tax Manager - Sort by Group
The Tax Manager would be improved if it could be sorted by Group, or at least allow us to add the Group column. This would enable a quick reference for one client with multiple entities.
14 votesAppreciate your feedback here, Kristine. With Tax Manager currently a beta feature, our product team are staying close to the feedback on this here.
Right now we'll gauge interest in your idea, and I'll be sure to update you if there is any progress around this.
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Tax Manager - Add custom fields as columns
Currently, custom fields can be created in XPM but can't be added as columns in Tax Manager or Job Manager list views. This means practices have to open each job individually, or export to Excel or run a custom report, just to see custom field data alongside standard job information. This has already been raised for Job Manager, where practices have asked for the same thing since 2023.
We'd like the option to select which custom fields appear as columns in these list views, the same way custom fields already work in the Clients list.
Example use case: Many practices…
4 votesReally appreciate the insight and use case you've provided on why you'd like to be able to add custom fields within Tax Manager here.
Developing this options within Tax Manager and Job Manager would most likely be done separately and we have another idea around being able to add these within Job Manager that users can vote for - Michelle as you raised the detail here I've already added your vote to the other idea so you're kept in the loop there, too.
We're just getting a gauge of the interest for now, but I'll share if there are any updates here.
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AU Tax - All Tab for All Returns
Have an "All" Tab that is actually all of the returns. So when searching you're not having to search within In Progress tab and then again within Filed Tab to check on what searching for.
An ALL tab that is all of the returns (including filtering option of type/period)
3 votesThanks for sharing this idea wiht us , we appreciate the time taken to do so. We can see how an All Returns view could make it easier to work across In Progress and Filed returns without switching between tabs. This idea is now open for community support, so others can vote and add comments with their use cases. We’ll keep an eye on the feedback and engagement to help us understand the broader need.
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Tax Manager - Add custom field to search filter etc
As Tax Manager is currently still in beta phase, I have a couple of ideas:
Is it possible to include an extra filter under 'Client' for custom fields? We currently sort most of our reports by Partner, Manager and then a custom field for accountants. This helps us to customise client lists for each accountant.
In the future do you think you might expand from just showing tax returns, to showing outstanding activity statements, TPAR and FBT returns for clients? It would be so much easier and time efficient, having the information in one spot, then having to login to…
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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AU Tax - Download client refund reports directly from ATO into Trust Account bank reconciliation
Is it possible to have a down load directly from the ATO when they pay out a client refund into your trust account. It is very time consuming trying to match payments with clients without this information.
2 votesThanks for sharing this suggestion, Kirsten. Having more information about ATO refunds available in Xero could make it easier to identify which client each incoming payment relates to when reconciling a trust account.
I’ve updated this idea to Gaining Support so we can continue tracking interest from the community. If this would help your workflow, add your vote and let us know what refund information you’d like to see in Xero.
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Tax Manager - Bulk update return statuses and view outstanding payment balances
Have a drop down menu on the Status to change between waiting to be filed to completed, at a visual see if there's any money owing on the clients file. Saves having multiple screens open and jumping between clients to change status and check for payment.
3 votesHi everyone, thanks for sharing your feedback here. We understand the value of being able to manage return statuses and payment information from the main Tax Manager view.
For practices working through many returns at once, bulk status updates could make it easier to keep the list up to date, while showing outstanding balances could give you a quick reference when following up with clients.
I’ve updated the status to Gaining Support so we can continue tracking interest. If you’d find this useful, add your vote and share how you currently manage these tasks.
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