1091 results found
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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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New FRS102 and FRS105 changes (income recognition and leasing)
Development of new functionality to meet the new FRS 102/105 requirements following from the FRC Periodic Review. Key changes are around income recognition to be based on delivery (known as the 5-step model), and an on-balance sheet treatment for operating leases.
These requirements apply to accounting periods beginning on or after 1st January 2026,
For the income recognition, the functionality would ideally be embedded in invoicing (and potentially products and services), and this would lead to the correct bookkeeping including disaggregation and recognition of income on delivery, as well as contract debtors and creditors. This new requirement applies to all…
1 voteThanks for sharing through product ideas, here Neal. This is something our product team are currently evaluating. For now we'll move your idea to In discovery and as soon as I have more updates I'll let you know.
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Xero Tax (UK) | 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 -
NZ Tax - IR7 ability to have a group schedule for allocating income and tax credits to partners
Make a schedule for allocating partner income and tax credits allocations with a total giving the ability to allocate income on the one page. Currently you have to go into each partner schedule. There is not always an even split of income and with many partner entities it is very time consuming.
35 votes -
NZ Tax - Include Rental schedule when filing return with IRD
IRD are asking us for details of our rental expenses - I would like the Residential and Commercial Rental schedules to accompany the tax return when filing with IRD - I can not imagine anyone wanting to do this manually.
6 votes -
Practice tools - Notification when Job/Client WIP Budget is exceeded
Currently estimates/quotes require a specific amount of time to be allocated against a specific task for a specific staff member. We need either notifications when total unbilled WIP for a client reaches x amount OR to be able to create a quote/estimate for a total dollar figure across all tasks and staff, and have notifications set when that figure (or % thereof) is reached. This feature is standard in most timekeeping programs and I'm shocked XPM doesn't have it.
1 voteThanks for raising your idea with us here, Elanor. We understand how notifications to draw attention when a budgeted figure is exceeded would be useful. For the time being we're watching the interest on this idea, but will share if there are any plans made around this.
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XPM - Add a column for tax number to client list
Please add a column for a client IRD/tax number to the client list view in XPM to save having to drill into each client to find it.
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
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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Xero Tax (AU) - 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 votesThanks for sharing your idea, and letting us know the changes to Xero Tax that matter most for you.
We've reviewed your idea to include a warning to complete 13U tax losses and losses schedule 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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Xero Sign - Automated Notification of Xero sign Bundle Expiry
Automated reminder for Xero Sign Bundle expiration
I have just been caught out again with expiry of unused transactions in my signing pack of 150. Instead of being cut off at expiry date or having to remember to go and look it up could there just be an automated reminder. Also, for us small sole traders it would be great to have smaller bundles than 150, even 50 at a time. Even better, why not let us use all of our transactions we have paid for. Still need an automated message that they have expired.2 votesHi Angela,thanks for letting us know an automated reminder for your Xero Sign bundles would be a huge help, and we really appreciate you bringing this idea to our attention. For now, the best way to stay on top of your usage is to manually check your remaining transactions and the expiry date in Xero HQ > Xero Sign. A good workaround is to set up your own calendar reminder 🗓️ to check in on your bundle regularly. This will help you avoid any last-minute surprises. Right now, an automated notification for expiring Xero Sign bundles isn't on our immediate roadmap. However, your feedback is incredibly valuable and helps us understand which features are most important to you. We'll be sure to keep you in the loop on any changes to the status of this idea. 🔄
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Contacts - Edit payment options for a specific contact
It would be important to be able to edit the payment option available for a specific contact. Example: I have an international client that I would prefer if they did not get the option to pay their invoices with credit card. That would be useful to edit this within their contact settings so I don't have to manually change each of their invoices.
3 votesHey Fanie, thanks for your engagement and for sharing this excellent idea for managing customer payment options.
We've reviewed your suggestion to be able to set specific payment options within a contact's settings, and it's now open to gain support from other community members. We can definitely see how this would save time by removing the need to manually edit each invoice for certain clients, like your international customer example.
Along with votes, others can now comment to share additional detail on how this feature would give them more control and improve their invoicing workflow. 🙂
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Document Pack - Schedule time to send document pack
Document Pack - Allow time delay.
For example I want to finish the work now but dont want it sent to the client for another 2 days so can set a time to be sent out.2 votesHi Alexandra, thanks for sharing your idea about being able to schedule the time to send a document pack.
We can see how having more control over when document packs are sent would be useful in managing your client communications more effectively. While this idea is still new, it’s been reviewed by our community team and is now marked as Gaining Support.
At this stage, we’re keeping the idea open to see how much interest it gathers—so if others would find this helpful too, please feel free to add your vote or leave a comment to share how it would benefit your workflow.
We’ll continue to monitor this idea and will post any updates here if things change.
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UK Tax - Detailed Balance Sheet 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 votesWe're thankful for you sharing the changes that could make using Xero Tax more impactful for you and your clients, Doina.
As you've mentioned 2 separate reports I've split your idea so we can get an understanding of the community interest in each and keep you updated if there are any plans made.
I've renamed this one specifically for a detailed Balance Sheet and you'll find another for a detailed Profit & Loss over here.
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XPM - Import Job Budgets
We'd like the ability to import job budgets at the time of importing new jobs. The budget field seems to be a standard field for jobs, so I see there would be no reason we can't add the budget at the same time of the import.
22 votes -
Xero downloads - PDF Editor in Uploaded PDFs
Integrated PDF editor to allow for uploaded PDFs to be edited with highlights, notes, markings etc.
1 voteHi Karl, thanks for sharing this idea with us. We’re grateful for your engagement and for letting us know the changes that you would like to see to the way PDF’s work in Xero.
Our Community have 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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NZ Tax - Notification when there is overdistribution of income types in an IR6
When making distributions to beneficiaries, we are able to distribute more than the income type recorded i.e. if there is $1,000 of interest income you can distribute $10,000 of interest income to a beneficiary if there are other types of income and it doesn't put the total at keypoint 21B in the return to a negative figure. It would be helpful if the over distribution of interest was picked up by the audit check.
2 votesThanks for sharing your idea, Barbie.
Great to hear how we could improve NZ Tax for your practice.
We've reviewed your idea and now it's up to the community to get behind and support it. Along with votes, other members can comment to share additional detail about how your idea could improve their experience with Xero.
We'll share if there are any updates.
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NZ Tax - Tax returns show amount at Tax Pooling
Currently NZ clients can make payments to a Tax Pooling provider (e.g. Tax Traders or TMNZ) and they will sit in the Tax Pooling Providers account until transferred to IRD.
In the clients mind they have 'paid this tax' already, but when the tax return is prepared in XPM there is no sign of any tax pooling payments, and it shows the full tax liability.It would be great if there was a way to type in how much has been paid to Tax Pooling, and record this on the front page of the tax return so there is a…
4 votesThank you for this excellent and detailed suggestion regarding NZ tax returns and tax pooling payments.
We can certainly see how clients would find it confusing when their prepared tax return in XPM doesn't reflect payments they have already made to a provider like TMNZ or Tax Traders. Your idea to add a note or a specific field on the return to record this amount would be a great way to provide clarity and manage client expectations.
We're grateful for your engagement and for letting us know the changes that matter to you. 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 this feature could improve their practice and client conversations around tax payments.
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XPM - Link multiple jobs to invoices
Being able to link several jobs with the one invoice raised in Xero blue. When issuing through Practice Ignition, it only allows you to allocate to one invoice in XPM. Moving the timesheets is clunky and inaccurate
3 votesWe truly appreciate you submitting your valuable idea and detailing the changes you'd like to see!
Great news: We've reviewed your submission, and it's officially been moved to the next stage—community support.
Now, we need your help to make it happen! Please share your idea with any colleagues who would benefit so they can add their votes. Comments are also welcome, as they help other members share exactly how your idea could enhance their Xero experience.
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NZ Tax - Ability to add multiple default email addresses for tax payment letters
Ability to add multiple email addresses for tax payment letters.
This would be great if looked into very soon.
We have been manually entering additional email addresses which is a bit of a worry if a character is misspelt.
When copy and paste is used the changes get made to all clients and is a real disaster.42 votes -
Practice Manager - 'Sticky Note' on client home page
To have a function that essentially works as a sticky note on the details page of the clients file. Although there is the notes function, it it easily lost within the multiple tabs, however if something was right there on the home screen for all to see it isn't as easily missed/ignored. It could be something simple like a staff member has been trying to get in touch with the client, or bringing attention to an address change, noting the preferred method for documents to be signed etc.
83 votes -
BAS - Add a contact column for reveiwing
In the Activity Statement screen, in the transaction detail, the contact column should be in there so we can sort per contact and analyze the contact's gst application consistency. This is very beneficial in terms of reviewer task.
1 voteHi Krizza 😊,thanks for sharing this idea a contact column in the Activity Statement. We appreciate you explaining how this could support your review workflow. We’ve reviewed your idea and it’s now in Gaining support status, which means it’s open for community votes and comments. We encourage other community members who would find this useful to add their votes and share their experiences to help build momentum for this suggestion.
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