1203 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.
36 votes -
Xero Tax - Track time spent on a return
Can you automatically keep the start and end times when working on a tax return per user.
2 votesAppreciate you raising this idea about tracking time on returns within Xero Tax, Neil. It’s something that can make a difference for teams trying to manage capacity or reflect on the actual effort behind each return.
This idea is now sitting in the gaining support stage, which means it’s open for others in the community to engage with. As more votes and comments come through, it helps the product team see where this functionality might be most impactful and what specific outcomes users are looking for.
If there’s a particular reporting format, integration, or manual workaround you’re currently using to track this, sharing that in the comments could be really helpful. It adds valuable context and helps show how this could tie into existing practice workflows.
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Invoice Branding - Ability to Set Payment Terms and Payment Methods at Contact Level
Overview:
Currently, in Xero, the branding theme determines the payment terms and payment method for invoices and bills. While this approach works for general branding purposes, it limits flexibility when managing diverse customer or supplier requirements.Problem Statement:
Many businesses have contacts with unique payment arrangements that do not align with a single branding theme. For example:Certain customers may require extended payment terms (e.g., 60 days) while others operate on shorter cycles (e.g., 30 days).
Suppliers may prefer specific payment methods (e.g., EFT, credit card) that differ from the default settings.Relying solely on branding themes for these settings…
1 voteHi Meehgan thanks for sharing this idea here. Appreciate having the need to have different payment terms for different contacts. While this is not an existing option in Xero, we are adding your idea to gaining support so that other members from the community are also able to add their comments and vote on this. :)
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XPM - Automatically Retrieve from ATO (Activity Statement) less clicks
Previously, checkbox options were all visible, without clicking.
Now I have to click and see the options (extra clicks, I don't want extra clicks).
Previously, I could click Opt Out and it would opt out... now I have to uncheck 3 x boxes (extra clicks, I don't want extra clicks). If I wanted to opt in, I could uncheck Opt Out and it would opt in... now I have to check 3 x boxes (extra clicks, I don't want extra clicks).
What is it about making the product more efficient, not less efficient, do you not understand?
1 voteThanks for sharing your feedback on the ATO Activity Statement settings.
We'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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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UK Tax - Detailed Profit & Loss in statutory accounts for Micro Entities
Ability to generate a detailed Profit and Loss and Balance Sheet in the Statutory accounts for micro entities.
3 votesHi Doina, as mentioned in my recent update here. I've split your idea into two, so we can gain understanding of the support in each separately.
It'll be good to get a gauge of community interest for a Detailed Profit & Loss in the Statutory accounts for Micro Entities within Xero Tax(UK), through this idea.
This isn't something we have road mapped atm, but we'll share if there are any updates.
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UK Tax | Company - Allow change of CT600 date
Xero Tax pulls in the dates for the accounts from Companies House and assumes that the dates for the tax return will be the same. This might not always be the case - my example is due to the leap year causing problems
I filed returns to Companies House and HMRC to include 29 Feb as the guidance suggested using my previous software. This was all accepted fine but now I am unable to file a CT600 using Xero tax because Companies House have the year starting on 29 Feb but HMRC have it on 1 Mar.
There is no…
1 voteThanks for sharing this and explaining the situation you encountered. We appreciate you highlighting how important it is to have flexibility when filing dates don't align between Companies House and HMRC, particularly in leap year scenarios.
We'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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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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…
3 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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Practice Manager - Stop auto correct for daylight savings in Timer
To stop the autocorrection for daylight saving in the Timer. I know only happens twice a year, but is very frustrating trying to enter time when the Timer keeps adding (or removing) an hour from the time entered. For example - when enter 09.00 in the Start time, jumps to 10.00; then when enter 10.00 in End time, both the Start and End time jump to 11.00.
Please can have corrected so the time does not autocorrect.2 votesThank you for sharing your valuable suggestion and clearly outlining the specific changes that matter to you. We've reviewed your idea, and it's now officially open for the community to champion and support! To maximize its visibility and potential, please share it with your colleagues who would also benefit so they can add their vote. Beyond voting, other members can now comment to provide additional detail on how this improvement would enhance their experience with Xero.
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Practice Manager - Add a VAT Reconciliation report in the Reports section
Hi there, could Xero please add a VAT reconciliation report to the reports section where we can reconcile each VAT period's VAT payable/receivable to the VAT control account. This would make the VAT reviews and VAT reconciliations at year end so much easier and faster.
3 votesThanks for sharing this idea, about how this could be improved for you.
Now, it's up to the community to get behind and support your idea. Make sure you share it with any colleagues it could also benefit, so they can add their votes and comments to the discussion too!
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Xero Tax - Allow manual allocation of R&D expenditure for long accounting periods
When inputting R&D figures for a period of account longer than 12 months (i.e. where 2x corporation tax returns are needed), we are unable to put specific R&D expenditures in a specific corporation tax periods. This is an issue with overseas workers where the periods are pre and post 1 April 2024, and where expenditure is only eligible in one of the periods. As currently, the expenditure is pro-rated, this means that non-qualifying expenditure is being brought into one of the periods.
Is it possible to create a feature which allows for the expenditure to be split correctly between the…
9 votesGrateful for your detailed suggestion for this idea, Jemma.
We've slightly adjusted the title of the idea to allow other community members to easily find and support this idea.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero. We'll keep an eye on the engagement here.
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Xero Tax - What if function
It would be very useful if Xero Tax have a What-If function to test different tax outcomes before finalising a return.
2 votesHi YiLing thanks for sharing this idea. Currently Xero allows the ability to use draft returns and the "Estimate" tab for basic scenario testing. For complex scenarios, it is recommended to use ATO calculators and compare results manually. We will move this idea to Gaining support and monitor for more traction from users.
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Practice Manager - Single Dashboard access all practice tools
It would be lovely if a practice could acces every required platform from the Xero dashboard. Including where one can keep an eye on the practices status and points.
3 votesThanks Ben, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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New staff Experience - Ability to view staff certification in Staff tab
In the new HQ experience it'd be good to see staff's certifications without having to click into each of them individually
4 votesWe’ve updated the status of this idea to Gaining Support.
Currently, you can hover over a certification to view the expiry date, with colour indicators showing when a certification is close to expiring (yellow) or already expired (red). This idea suggests extending that functionality by including the certification type directly within the Staff tab.
If this change would improve how you work, we encourage you to vote or comment to show your support. Your input helps inform areas of focus for future improvements.
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UK Tax - Create accounts without using Xero's Fixed Assets Module
We would like to be able to generate partnership and sole trader accounts in Xero without having to use Xero's fixed asset module. The fixed asset note generated in the accounts not is currently not fit for use without uploading all assets into the fixed asset module.
1 voteHi Victoria, thank you for sharing this idea with is. We understand that while the Fixed Assets module is a core part of Xero, many practices use specialized external software or custom spreadsheets to manage their asset registers. Currently, the UK Tax and Accounts Production workflow is designed to pull directly from the Xero Fixed Asset module to ensure data integrity, but we recognize that being "forced" into this workflow can create extra manual work for those using external tools.
We'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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with using Xero Tax.
In the meantime, you may want to raise a…
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Reports - Aged Receivables - Filter by Account Code
To add to Receivable to search by account code so to know which clients have not paid e g membership invoices only
6 votesWe're grateful for your engagement and letting us know the changes that matter to you.
While there isn't a direct filter for account codes in Xero right now, you could potentially explore the option to use Contact groups or tracking categories to help sort clients in this report.
We'll keep an eye on the interest on this idea here, and let you know if there are any updates.
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Billing and Subscriptions - Simplify reactivation of subscriptions.
Make the reactivate process easier. Currently you need to change the selection to "All" under myxero. Hidden in the filter icon, could be more obvious with a visible drop down when you click subscription tab.
Current process
Select the Subscriptions tab.
Click the filter icon next to the search bar, select All, and search by the organisation name.1 voteHi Hunter, thanks for sharing your idea here.
We'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!
We will monitor this space for further updates.
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NZ Tax - Collect tax directly for IRD
Have Xero collect and pay the tax directly to the IRD on clients behalf. A little bit like Hnry, but do it better. Would be great for small business/contractors etc. IRD have really struggled to collect tax/gst in specific industries like construction and hospo
1 voteThanks for sharing this idea. We appreciate you explaining how direct tax collection and payment could support small businesses and contractors, especially in industries where tax compliance can be challenging.
We'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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Subscription Transfers - Indicate current subscription
When a subscription is transferred to manage from one entity to another, there should be some sort of indication of what subscription package they are on. Currently we have to go back to the past accountant / client and ask.
1 voteHi Lisa, thanks for sharing this here. We can appreciate that having an indication of a subscription would be a good addition to avoid back and forth. We're moving this idea to gain more support so that other users such as yourself who would like to see this change implemented can also add their vote. You can now share this idea with your peers to get them to vote as well! :)
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NZ tax- Create tax returns for a future period
NZ Tax - Can we get the ability to create a future period tax return using the current years format. We would still need to submit the return manually through the IRD. It would be much simpler to create a draft in Xero instead of using the PDF versions from the IRD.
13 votes -
XPM Invoicing - Customisable default sort order on the invoice list.
We should be able to customise this invoice date order as a default setting, it opens in no order and having to click on the Due Date twice every time to get the invoices in order of latest to oldest to check before billing on every client is a real pain and waste of time when we have to do it so often.
We would appreciate you looking at making this a customisable setting very soon, thank you2 votesWe appreciate you sharing your valuable idea and identifying the changes that matter most to you. Your suggestion has been reviewed and is now open for community support. The next step is getting votes! Be sure to share this with colleagues who would benefit so they can add their vote. The community can also comment to provide further insight on how your idea could enhance their Xero experience.
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