Xero Partner Hub

8 results found

1. XPM Tax Manager Filters

   Creating and saving custom filters in the new XPM tax manager.
   The new tax manager is great and the 'ready to start' feature is fantastic however this is going to eventually replace the current tax return section in XPM. We currently create and save custom filters in this section. Whilst I can see the new tax manager has the same functionality for filtering returns, you cannot save these as custom filters, once you leave this section the filter removes.

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   0 comments  ·  Tax Manager  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. 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. 🙂

2. 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.

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   0 comments  ·  Tax Manager  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. 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. 🙂

3. Allow custom fields to be added as columns in Tax Manager (and Job Manager)

   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 track statuses that don't fit neatly into XPM's fixed fields, such as whether a lodged return resulted in a refund or a payment, or where billing sits (billed, collected, on a payment plan). Being able to see this at a glance in one list view, instead of switching between screens or running exports, would save significant time for practices managing job workflows across multiple staff.

   Why this matters broadly: Every practice defines its own custom fields differently, but the underlying need is the same: to see job or client data relevant to their workflow without leaving the list view. This isn't specific to one type of workflow; it's a configurability gap that affects any practice using custom fields.

   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… more

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   0 comments  ·  Tax Manager  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. 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. 🙂

4. Download trust refunds from ATO

   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.

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   0 comments  ·  Tax Manager  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. 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. 🙂

5. tax manager

   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.

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   0 comments  ·  Tax Manager  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. 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. 🙂

6. Suspended Returns Filter & 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.

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   0 comments  ·  Tax Manager  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. 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. 🙂

7. send bulk sign reminders

   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.

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   0 comments  ·  Tax Manager  ·  Edit…  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. 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. 🙂

8. AU Tax returns - Notes: Add and Display

   In a tax return we have the option to Add notes. When we add them, we can't see them without clicking into them. I use Notes to say if a return is manually signed.
   My suggestions are:
   1. Logically the option to Add Note should be immediately above the History listing (ie on the line where the View Notes toggle is) so users don't have to hunt around for it.
   2. The Note details (ie the text of the Note) should be visible in the listing, not behind another link.

   •  

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   0 comments  ·  Tax Manager  ·  Edit…  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. 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. 🙂