1203 results found
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UK Tax - Other allowable expenses for tax comp
Option for 'Other allowable expenses' in the tax comp to allow the depreciation on assets purchased as a finance lease as capital allowances are not reclaimable but depreciation can be deducted.
2 votesThanks,Charlotte, for sharing your idea!
We've reviewed it, and it's now live for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience.
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AU Xero Tax - Distribution to Beneficiaries with manually updated names flow
We have some companies and trusts with characters such as hyphens in their legal names. However, Xero Tax does not allow us to distribute directly to these entities due to these characters in their names.
Our current work around is entering the beneficiaries' details manually, but then the distribution does not flow directly to the beneficiaries' returns.
I think this may be a ATO limitation. However, in other tax programs I have used, I was able to use an alternate name so the distribution could still be directly linked to the beneficiaries return. I would like a similar feature in…
1 vote✨ Hi Chloe — thanks for taking the time to share this idea.We appreciate the practical suggestion to support an alternate name approach while keeping the correct legal name on file. We have moved this Idea to Gaining Support so we can gauge customer sentiment across AU Xero Tax and connected areas.
Please keep the conversation going and encourage colleagues to add context, this helps us prioritise the right improvements for partners and practices.
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BAS Installment Activity Statement - ability to unlock and load, and complete before due date for selected clients
Ability to complete activity statements before the end of quarter, or at least be able to unlock and load IAS's of select clients that we know have zero balances to submit.
1 voteHi Tania, thanks for sharing this idea. We appreciate you explaining how early submission of activity statements could streamline your workflow, especially for clients with zero balances. As you know, at the moment, Xero only supports lodging activity statements for the periods as they’re issued by the ATO, and we process statements in order to align with those obligations. This approach follows ATO-provided due dates and period availability, which are fixed by the ATO and surfaced in Xero to help you stay compliant. This idea has been moved to not in Pipeline as this is not something we are looking at currently. The Idea will be open for votes though and we will keep monitoring it. Thanks again for taking the time to share your suggestion with us and the community.
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XPM - Bulk delete jobs
I learned the hard way after bulk importing 1,700 jobs on the wrong template that you could not delete those imported jobs in bulk. I spent 4 hours individually opening each job from a report and deleting.
It would be great to use job manager to be able to select jobs (assuming they haven't got any time, costs or invoices associated with them) and delete.
19 votes -
Secretarial Functionality - Beneficial Ownership
Put all CIPC related applications in a separate secretarial Application. Beneficial Ownership has nothing to do with Tax, and I don't do tax so can't use Gatekeeper but I advertise Beneficial Ownership a lot and use a good, priced Beneficial Ownership submission to get my foot in the door and then try sell the client on Xero. You could also look at submitting Annual Returns to CIPC out of Xero as you have the clients Company registration number as well as their turnover.
1 voteHi John, thanks for bringing this idea to us. We appreciate the explanation of how beneficial ownership submissions fit into your business approach. However, this suggestion and it's now marked as Not in pipeline, which means it isn't on the foreseeable roadmap at this time. We'll keep this idea open for votes so we can continue to gauge community interest. Thanks again for contributing to the conversation 🙏.
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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.
2 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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Practice Manager - Pre-profile pop-up for critical client details
I propose introducing a pre-profile pop-up in Xero XPM to provide immediate access to critical client information, including linked contacts, billing references, and direct hyperlinks to individual contacts. This feature would also allow for the configuration of custom reminders, ensuring that key client details and actionable prompts are prominently displayed to enhance staff efficiency and client service.
1 vote"Thank you for submitting your suggestion and helping us understand what improvements matter to you. We have reviewed your idea, and it is now open for community support. We encourage you to share this proposal with colleagues who might benefit from it so they can cast their votes. Additionally, the comment section is now open for other users to discuss how this feature would enhance their experience with Xero."
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Partner Program - Suggestion for reinstating local monthly Partner networking calls
When I started with Xero, we had a lovely monthly Zoom call with local Xero Accounting & Bookkeeping Partner Practices. Topics would be presented, but also we would exchange ideas for best use practices and workarounds and how to leverage Xero tools. We could discuss troubleshooting and compliance, etc. It was a great way as a business owner to network with other Xero-focused practices in my area, support one another, and share information. It would be great to see these come back one day!
1 voteThanks for submitting your idea and letting us know what changes you want to see!
Your suggestion is now published and open for community support. To help push this forward, please share the idea with colleagues who could benefit—we need their votes!
Other members can now vote and add comments explaining how your idea could improve their experience with Xero.
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UK | Company Tax - Access lost to all Xero tax reports if Xero sub cancelled
We've just found out to our horror that we lose access to ALL Xero historic accounts and tax filings prepared and submitted through Xero Tax for a client if the Xero sub is cancelled.
Apparently this is because Xero needs to maintain access to the live data even for filed returns. Therefore, there has to be a process where ALL accounts and tax comps must be downloaded and stored elsewhere each year. We think that's crazy and that all filed returns should be stored in Xero Tax as PDFs. If nothing else, there should be a flag warning us! This…11 votesHi everyone, appreciate raising this with us.
Our product team has confirmed that these records are not deleted when an organisation is deleted, but they're moved into a hidden state. We're looking into how we can improve the storing of these within Xero HQ in future. If you need help with this in the meantime please contact our Xero support team via Xero Central.
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Practice Manager - Draft Invoice Review
Would like the ability to see Write-ons / Write-offs on the Invoices dashboard for Draft invoices to allow easier review of drafts.
Alternatively some form of reporting that takes draft invoices into account vs billable time to see 'draft write-ons/offs'.
11 votes -
AU Tax - 15 Year Retirement Exemption in CGT Worksheet
When you select option "D" at "Have you applied an exemption, rollover or additional discount?" of a CGT worksheet, the return should automatically grey out/disregard discount as a CGT method because you cannot discount a capital gain if you are using option D which is the 15 year retirement exemption. At the moment it automatically discounts the gain and causes an error which does not explain that you need to change the gain to other
1 voteHi Kelly! Thanks for sharing this idea about the CGT worksheet and the 15 Year Retirement Exemption. ✨ We appreciate you highlighting how important accurate tax calculations are in your workflow. We've moved this idea to Gaining support, which means it's now open for the community to show their support through votes and comments. We'll keep you updated as this progresses, and we encourage others who'd find this helpful to add their votes and share their experiences. ✨
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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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XPM - Create a registered office field on client details for companies
Create a Registered Office field in the contact details so that for client companies, we can have a quick view of physical/business, postal and registered office details. Currently, we have had to create a custom field, which you have to scroll down to the bottom of the page to view.
119 votes -
XeroHQ | AU Payroll - Report or View STP Unfiled Pay runs
It would be good to be able to run a report of all Xero clients that have unfiled STP, or be able to view at a glance on XeroHQ. This would assist in making sure clients are meeting their compliance obligations quickly rather than go into every client to look at the Payroll Overview.
8 votes -
NZ Tax | AIM - View mapped accounts
When drafting AIM reports in XPM, it would be helpful if you could hover over the box number and it lists the accounts that are being mapped there as opposed to changing report codes in blue Xero and continually having to update the AIM report to see if accounts are mapping correctly.
3 votesAppreciate you raising this idea, Amy We've gone through your suggestion and taken a closer look at how things currently work.
Right now, there isn't a built-in way to quickly view which accounts are linked to each AIM report box directly within the report. Based on your description, we understand how this would simplify the review process and reduce unnecessary steps when updating report codes.
We’ve moved your idea to Gaining Support, which means others can now vote and add their perspective. That input really helps when our product teams are looking at what improvements to prioritise.
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Xero Workpapers - Link to Prior Year (Archived) Workpaper Pack
A quick link from this years (active) workpaper pack to last years (archived) workpaper pack for this client would be so useful and save so much time. Accessing prior year (archived) workpapers is such a 🥴 workflow at present.
Ideally this would be available on the Workpapers page (where you can see all workpapers) and take you to the same for last year, and it would be available on every individual workpaper page (and take you to that same page for last year).
14 votesHi team, we've been listening to your feedback and understand just how important it is to have an efficient workflow when preparing workpapers.
As you may have heard, we've been working on a brand new Workpapers solution. This is a complete overhaul of our Workpapers offering, and we're thrilled to confirm that linking to the prior year's archived workpaper pack is on the roadmap.
The new solution will include direct and seamless navigation between years, providing a link from the current year's workpaper pack to the previous year's archived pack for the same client. This'll save you significant time, making your compliance and review workflows much smoother. We're phasing the rollout, starting with Australia, with a global expansion to follow. I'll keep you updated here as this release widens.
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UK Tax | Personal - Entry for Payment on account before 31st July
Ability to produce payment schedule that works with 31st July payment on account as DUE not already paid. When producing the return prior to 31st July.
The attached file was produced prior to 31st July. The POA has been amended to show the correct figure due 31st July.2 votesWe're grateful for your engagement and letting us know the changes that matter to you.
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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XPM - Lock timesheets when a draft final invoice has been prepared.
XPM - Lock timesheets when a draft final invoice has been prepared.
We are having issues with staff adding time to a job when there is a draft Final invoice that has been created. Then the invoice is approved and the added WIP does not get picked up and sits on the now completed job for us to stumble over months later. It makes sense to lock the timesheets when a Final invoice has been drafted.47 votes -
Practice tools - Filters for Client Partner and Client Manager
We now have a single client record with HQ & XPM but it still does not pull through the client partner & manager from XPM and allow us to filter this way.
We would find this feature very helpful when bulk updating client access for our team members when they start or depart.We also need to be able to export reports from HQ on the filters we apply. Currently even if a filter is applied the export includes all clients and columns and not what is in the filter display.
33 votesHi team, we appreciate your feedback and support on this idea.
As you'll have noticed we've released our new unified client and staff experience that combines the experiences across Xero Practice Manager and Xero HQ.
You'll find more filter and column options for the Client list.
Though Client Partner and Client Manager aren't filters that can be added at present our product team are aware of the interest for this and will consider this enhancement as they continue to plan their roadmap. We will share any updates with you here.
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Job Manager - Set the Primary Contact as the default contact
When each job is created, we manually have to add the contact to the job. If this is not done, the invoice that is pushed to Xero Blue doesn't have contact information and we are unable to utilise the automatic reminders etc. This requires manual monitoring and negates the efficiencies within Xero Blue.
This manual process would be solved if we had the ability to set the Primary Contact as the default contact on jobs that are created. This could for example, be set up as a tick box in settings. This could give people the option to switch on…
10 votes
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