Xero Partner Hub

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1. tracking catergories pulled through to xero partner hub

   We have come across a couple of issues with how a Xero subscription has been set up for MTD and pulling the data across into Xero partnerhub.

   Some of our clients have more than one self-employment and use tracking categories to split the income and expenses for both MTD obligations. I have tried to prepare their 2025/26 tax return but its pulling through the data into one self-employment trade rather than the two that HMRC is expecting.

   We have other clients that have share rentals, ie 50% each, MTD has an option to split the income and expenses between the two, but when you pull through the data into Xero partner hub, I am unable to split this out.

   The only way currently to split out the different trades or portion out the income and expenses between tax payers is to manually enter the data into Xero partner hub rather than it feed through like the MTD returns. I feel that this function should be available within Xero partner hub.

   We have come across a couple of issues with how a Xero subscription has been set up for MTD and pulling the data across into Xero partnerhub.

   Some of our clients have more than one self-employment and use tracking categories to split the income and expenses for both MTD obligations. I have tried to prepare their 2025/26 tax return but its pulling through the data into one self-employment trade rather than the two that HMRC is expecting.

   We have other clients that have share rentals, ie 50% each, MTD has an option to split the income and expenses between the… more

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   0 comments  ·  Tax Manager  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminDavina Roper (Admin, Xero) responded

   Where your clients have more than one source of business income, such as self-employment and UK property, they can use tracking categories to identify which transactions belong to each business. Xero then uses those categories to separate the figures for the relevant MTD for Income Tax quarterly updates; personal income, such as employment income, dividends or savings interest, is dealt with separately as part of the year-end process. For more information, see Set up MTD for Income Tax in Xero. If you need help setting this up, please raise a case with Xero Support and our team can assist you with configuring the tracking categories and work through the process with you. 😊

2. XPM - Overdue tasks and milestones need to remain in the overdue list

   7th July 2026

   In the legacy XPM dashboard, the red "Overdue Items" hyperlinks positioned above the Important Dates calendar provided critical, instant visibility into outstanding team work. In the new beta dashboard, this clear indicator has been partially removed and now only reports on overdue jobs but not tasks or milestones.

   We generally have one main job per client for a whole year with tasks that are scheduled and assigned and milestones attached to this job.

   Our practice faces a massive problem if the "Overdue items" are permanently removed as not all overdue items are reported on in the same place. We will now have to manually filter using the 'my tasks' page. This is a backward step.

   Please introduce a dedicated "Overdue" notification banner, counter badge, or customisable homepage widget that segments overdue tasks, milestones and jobs. This is essential before this beta layout becomes permanent on 19th July 2026!!!!!!

   7th July 2026

   In the legacy XPM dashboard, the red "Overdue Items" hyperlinks positioned above the Important Dates calendar provided critical, instant visibility into outstanding team work. In the new beta dashboard, this clear indicator has been partially removed and now only reports on overdue jobs but not tasks or milestones.

   We generally have one main job per client for a whole year with tasks that are scheduled and assigned and milestones attached to this job.

   Our practice faces a massive problem if the "Overdue items" are permanently removed as not all overdue items are reported on in the same… more

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   0 comments  ·  Jobs  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Alison, this view still exists and can be found in the Important Dates tab of Job Manager. 🙂

3. XPM - Tag linked with clients and jobs

   When adding notes under a client or job, they are labelled with different tags. Within the same client, the tags should be interlinked so that when one tag is clicked, all notes with the same tag are displayed.

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   0 comments  ·  Jobs  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminDavina Roper (Admin, Xero) responded

   Thanks so much for sharing your thoughts around tagging notes and being able to see everything with a particular tag.

   At the moment, there is already functionality in Xero that lets you tag notes and then filter to see all notes with a specific tag. To do this, you can:

   • Add the relevant tag to your notes when you create or edit them.
   • Use the filter option to select that tag.
   • Xero will then show you all notes that have been assigned with that tag.

   Because this behaviour is already supported, we wont be pursuing this Idea. That said, your feedback is still really helpful — it highlights that this existing functionality isn’t as obvious or discoverable as it could be, and we’ll keep that in mind as we look at improving the notes experience over time. 😊