1091 results found
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Clients - Copy address to Street/Postal
The process for entering addresses for clients needs to be easier and more streamlined. It should default to Australia (the overwhelming majority of clients have Australian addresses). You should also be able to copy street address to postal address, rather than having to reenter the data.
20 votesHi Megan, so we can get a sense of the interest in the two aspects of ideas you noted in this idea I've just split the second to this post so we can track these separately. If there are any plans made for either of these improvements we'll share on the respective idea. Thanks
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Staff - Provide temporary access to Client
It'd be helpful in some cases to provide a Staff member temporary access to a Client.
There can be situations where a staff may only need access for a day or month and being able to set a timeframe for this and then access be removed would be helpful.17 votesHi team, this idea has been created off the back of this idea to get a good understanding of the interest in specifically providing temporary Client access to a staff member.
While this isn't somethign we have planned atm, our product team would like to get insight to consider in future planning. Thanks!
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Xero Tax (AU) - PAYG Instalment Estimate Worksheet improvements
Could we get a PAYG Instalment worksheet please, with an option to tick if a client is a new entrant to the PAYG instalment system and a field where we can enter the expected lodgement date of the tax return. These fields can then drive the PAYG instalment estimate for the current financial year.
Currently Xero just estimates the instalments for the four quarters which isn't always correct. For example if we lodge a return in November and the client is entering the PAYG instalment system for the first time, there's no way to zero out the September quarter without…17 votes"Thank you for submitting your feedback and highlighting the improvements that are important to you. We have reviewed your suggestion, and it is open for community support.
To help your idea gain traction, we encourage you to share it with colleagues who would also benefit so they can cast their votes. Additionally, other members can leave comments to provide further context on how this change would enhance their experience with Xero."
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Xero AU Tax - Audit report of deleted returns
We would like to have an option for a Tax Return that has been deleted off the system to effectively sit in a recycle bin before it is immediately deleted off. Would also like to suggest having the ability to see a report for any such returns that are deleted off to see who has done it and the date.
13 votesHi everyone, thank you for sharing this here. We've moved this idea to gain more support from the community as we can see there's quite a few votes. We want to get an understanding of other users that might want to see this feature implemented as well. In the meantime, please feel free to share this with your friends and colleagues so they can add their votes and comments too.
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AU Tax - Expand Financial Mapping to Include All Tax Return Schedules
Currently, when mapping the chart of accounts from your financial statements in Xero Blue to the tax return labels in XPM, you can only map to labels in the business schedule section of the return.
This means that accounts relating to other tax labels, such as rental property schedules, or other deductions, must be noted as "do not import", and then entered manually.
It would be great if there was the ability to map these accounts, in addition to those relating to the business schedule, as it would lead to further efficiency gains for accountants using Xero's suite of products.
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50 votesHi community, thanks for engaging with this idea! It’s already gaining strong traction, and we can see how important this is to many of you.
We understand the value of being able to map general ledger accounts directly to all tax return schedules in Xero Tax, not just the business schedule. This improvement would go a long way in streamlining tax workflows, increasing efficiency, and reducing the risk of manual entry errors.
The idea is now in the Gaining Support stage. Your continued votes and comments help highlight its importance and guide our product team's priorities.
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Report Templates - Trust tax rate 39% 2025 and 33% in comparatives in annual accounts tax note
The NZ tax rate for a trust's income tax has changed in the 2025 tax year from 33% to 39% when the taxable income in the trust is $10,000 or more.
At present we are not able to have a different formula in comparatives to the formula in current year, so a modification to the If( . . ) statement in the current annual accounts tax note cannot be made that would work for 2025 and comparatives.At the moment the only solution available per Xero Support is a custom line, with accounting staff manually entering the tax payable amount…
71 votesHi team, pleased to share an update with you all - we're working on an update to the NZ Trust Annual Accounts report templates so the Income Tax Expense schedule correctly calculates trustee income tax using a tiered rate (0%, 33%, 39%) instead of a flat 33% rate.
I will keep you updated of it's delivery here.
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XPM - Update default balance date to March for New Zealand clients
Since the recent XPM update in Nov/Dec 2025, the balance date for new clients is now auto-populating as January. For the majority of New Zealand clients, the balance date is March, so defaulting to January is not practical.
If the balance date is going to be auto-populated, it should default to March rather than January to better reflect common NZ reporting periods.
15 votesWe appreciate you taking the time to share your ideas with us!
Your suggestion is now live on the community board. To give it the best chance of moving forward, be sure to spread the word to your colleagues so they can vote for it too.
Other users can also jump into the comments to share how this update would help them get the most out of Xero.
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Practice tools - Improve client screen layout on mobile devices
Following the recent XPM updates in Nov/Dec 2025, the client screen does not display correctly when viewed on a mobile device. The page layout appears distorted and is difficult to read, making it hard to use in a mobile web browser.
Older XPM pages that have not been updated yet still display normally on mobile, so it would be helpful to improve the layout and usability of the updated client screen to ensure it is mobile-friendly for web access.
15 votesAppreciate your feedback on this and good to understand the different ways our partners are often viewing this information, Natascha.
Your feedback here has been shared back with our product team and I'll be sure to loop you in if there are any improvements planned for how the page responds when viewing from a mobile browser.
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NZ Tax - Auto Allocation option for Partnerships, Trusts & LTC's
Would be good to have an "Allocate" command button so income, deductions, tax credits are split automatically as per the percentage for each individual in a trust, partnership and LTC company. It is time consuming when there are multiple individuals and varying percentage splits.
36 votesWe're grateful for your engagement and letting us know the changes that matter to you.
We've reviewed your idea to add an auto allocation button and it can now 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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Practice Manager - Re-ordering of tasks on a job
XPM has been updated recently (April 2025) and the update has removed the re-ordering of tasks function. We used the re-ordering function to put all tasks in chronological order e.g. monthly payroll tasks, VAT returns, year end accounts were all arranged in date order. Since the update all the re-ordering that we have completed on jobs have been changed and now all tasks are non-chronological and in a jumbled order. This is very frustrating. Please could Xero re-instate the ability to re-order tasks as required? These changes are a backwards step.
41 votesThanks for sharing your idea regarding manual reordering of tasks on a job.
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 now comment to share additional detail about how your idea could improve their experience with Xero.
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Client - View Contact Salutation or alternate name
View salutation or an alternate name field
As many clients are addressed by a different name other than their legal/birth name, it would be helpful to be able to view their salutation, or an alternate name, in the contact section of the client, without having to go into the contact to see this information.24 votesHi team, we appreciate wanting to be able to see this information more readily available. While we continue to get a sense of the interest in this through the idea we'll let you know here if there are any changes planned.
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Practice Manager - Allow spaces in Director ID fields for better readability
Allow space in Director's ID for easy reading.
14 votesThanks 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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Clients - Ability to merge contacts
Ability to merge contacts
20 votesGreat to be getting all this detail on small changes that would make a big difference for you managing clients in your practice.
We'll continue to track the support this idea receives and I'll let you know if there are any updates planned.
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Staff - Ability to request access to Clients from admin
It would be handy for a Staff member to be able to send a request to a Practice admin to access a Client when needed.
12 votesHi community, we've started this request to gauge specific interest in enabling staff to request access to a Client within the unified experience.
Stemming from this original idea, this isn't something we have direct plans of at this time, but our product teams are staying close to the ground on what our practices would like to see developed and will consider this in future planning. 🙏
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Xero Tax (AU) - History report for client changes
To have a "history" tab on a client that would show when someone has made a change to something (an address, a phone number/client details) along with who would have archived a client on the system.
The history tab would be a great aspect for support hub team members so they can ask that person if there is an issue or to see a date and time that this has happened to then liase with the client.
11 votesThanks for sharing your thoughts on this idea for a history tab in Xero Tax. We appreciate you explaining how tracking changes to client details could support your team's workflow.
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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XPH | Clients - Ability to collapse Relationships section
One thing that's particularly frustrating to me about the new UI is the non-collapsible view for relationships. We have clients that are part of big groups with lots of relationships, and it now looks very cluttered, and quite annoying when we have to scroll down.
Please restore the drop-down view (and change back to the smaller font too) 🙏
10 votesThanks for your feedback on the Relationships section in Xero Partner Hub, 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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XPM - Pre-fill PAYG Instalments report
In Xero Practice Manager, we can view the ATO prefill PAYG Instalment amounts for each client individually. Is it possible for XPM to create a report or export option that allows us to download the full ATO prefill PAYGI list for all clients at once?
15 votesHi Tanya, thanks so much for your feedback on PAYG Instalment reporting in XPM. We really appreciate you taking the time to share how a bulk export of ATO prefill data would help your practice.
We’ve reviewed your idea and moved it to Gaining Support, which means it’s now open for the community to vote on and add their own comments. If you’re able to share a bit more about your workflow, it might encourage others to jump in with their experiences too, and give the product team a clearer picture of the need.
We’ll keep you updated on any progress.
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Report Builder Fields - Include fields from Tax Return Data
It is not currently possible to pull a report of all clients that have Franked distributions (field U) and Franking credit (field D) on their tax returns. As the ATO has released a new area of focus on franking credit trading rules known as the '45 day holding period rule' we would like an easy way to track and highlight companies that could
28 votesAppreciate you raising the idea in the forums here. We'll continue to get a sense of the interest in being able to pull these Franking fields with the report builder.
If there are any plans made for enabling this we'll be sure to share with you all here.
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AU Tax - Bulk selection and status updates
Returns Management User Interface (UI) - "All" Tab Improvements/Customization
To improve handling returns by adding bulk selection and status update functionalities on the "All" tab of the Returns Management interface. Also, suggesting having a customizable UI to best fit our workflow preference.
Key Features:
Action Buttons
- Located in the table header, these buttons perform bulk actions such as "Approved", "Out to Sign", and "Sign". They remain disabled unless one or more return items are selected.Checkbox
- Each return item has an associated checkbox to allow selection. By default, these checkboxes are unchecked.Select All / Deselect All
-…40 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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AU Tax - Set a default for the tax agent field
I am hoping it might be possible to create a default for the Agent setting. If this were possible, when we add new clients onto XPM, the Agent field would default to our Agent details, as we only have one Agent to select from.
15 votesThanks for sharing your idea on setting a default for the Agent field in Practice Manager, and letting us know the changes that matter most for you. We appreciate you explaining how this could streamline your workflow, especially when working with a single agent.
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.
- Don't see your idea?