932 results found
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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) 🙏
12 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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XPH - Restrict Tax tab visibility based on client access permissions
Problem
Xero currently allows practices to restrict staff access to specific clients. Under the Clients section, staff members can only view the clients they have been granted access to.
However, when the same staff member clicks on the Tax tab, they can view the full list of client tax returns across the entire practice. This effectively bypasses the client access restrictions that have been configured and undermines the purpose of limiting staff visibility.
Why This Matters
Many firms use client access permissions to:
- Protect confidential client information
- Segregate duties among team members
- Ensure staff only work on their allocated client…
3 votesHi Aarush, thanks for raising this suggestion. We understand the request for Tax tab access to follow the client permissions assigned to each staff member. This could make it easier to manage access to sensitive tax information across practices with different teams and responsibilities.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this could help your practice, add your vote and let us know how you'd expect the permissions to work.
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XPM - Stop work alert
Please add a field at the top of the client page where you can clearly identify in BOLD RED if the client has a stop work/file on hold action. This is helpful for clients that have overdue fees or if they are clients that we require upfront payment for. This needs to be visible on this page so it can not be missed by anyone that may undertake some work who is not aware.
8 votesHey Amy, thanks for sharing your feedback and for explaining how an alert or “on hold” option in Xero Practice Manager would help you manage work for clients who owe outstanding fees. We’ve reviewed this idea and are now moving it to the Gaining support status so other partners can vote and add their own use cases. Your comments and votes play an important role in helping our product team understand the impact of ideas like this and how they should be prioritised on our roadmap. We’ll be sure to update this thread if there’s any change to the status of this idea in future.
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Clients - Ability to merge contacts
Ability to merge contacts
22 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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AU Tax - Option to retain imported Superannuation Income Stream schedule while excluding non-taxable amounts
When Superannuation Income Stream information is imported from ATO Prefill, the amounts are automatically included in the individual's taxable income calculation. In some cases, this treatment is not correct, however there is currently no option to retain the imported schedule while excluding the income from taxable income calculations.
Attempting to adjust the schedule can result in validation errors, leaving deletion of the entire schedule as the only practical workaround. This removes useful prefill information and reduces the audit trail within the return.
2 votesThanks for sharing this idea. Being able to retain imported Superannuation Income Stream schedules while excluding non-taxable amounts could reduce manual work and preserve ATO Prefill details.
I’ve updated the status to Gaining Support so we can continue tracking community interest. Add your vote and share your use case.
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NZ Tax - UOMI should be included in Payment Schedule
Currently UOMI just shows as a note above the payment schedule but is not included in it, so it is easy to miss and doesn't show our clients the total liability.
Please could you include a line for UOMI in the payment schedule as well as including the note which shows the date interest is calculated up to (like MYOB does)?
Alternatively please add a tick box to the Use of Money Interest settings so we choose whether or not to add it to the payment schedule.
Thank you.
5 votesAppreciate you sharing with us here, Kathryn. Thanks for also adding detail on why this'd be useful.
We're just starting to get a sense of the wider interest for this from the community here - make sure to share your idea with colleagues that'd like to see this developed so they can vote, too.
I'll make sure to update if there are any plans made.
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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.27 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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AU Tax - Ability to print/download separate schedules/worksheets
Please enable download/print option for specific worksheets and schedules, so that they can become their own standalone document. Example, if I only want to view the rental schedule, have the ability to PDF just this part of the return. This would make the preparation of working paper documents much clearer, and support internal workflow processes. Ideally there would be a print/download button at the top of each schedule/worksheet for quick navigation.
3 votesThanks for raising this idea, Sarah. Being able to print or download a specific tax schedule as a standalone document could make managing working papers more straightforward.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. Add your vote and let us know which schedules or worksheets you’d find most useful.
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Navigation - Add link from Xero business organisation to XPH
When in a client's xero file, it would be great to link back to XPM. We can go XPM to client file but not the other way...
1 voteThanks for raising this. The main request is to add a direct XPH link within the client's Xero organisation, creating an easier way to move back to the practice. This could be particularly useful when switching between jobs, client details and accounting tasks throughout the day.
I’ve updated the status to Gaining Support so we can continue tracking community feedback. If this would improve your workflow, add your vote and share what you'd expect the link to open to.
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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.
42 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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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?
17 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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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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AU Tax - Hold selection across multiple pages
Items that are selected remain selected even when filters or search queries are applied. This ensures that selection is not lost when the view changes.
5 votesHi team, this idea has been created off the back of an original post here to get a better idea of the interest for being able to hold selections across status lists within AU Tax.
While we don't have immediate plans around this it would be good to gauge the wider interest in this from the community here. Thanks
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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
29 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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Tax Manager - Export 'Ready to Start' returns list and ATO Income Tax Client Report
The new Tax Manager and Ready to Start tab is excellent, but after my first attempt at pre-filling, there is a discrepancy in the total returns in my pipeline per Tax Manager vs my total returns due/lodged per ATO Online Services.
I can export my Income Tax Lodgement Status directly from ATO Online Services to a CSV file, however there is no way to export the list of 'Ready to Start' returns, nor even the specific imported 'Income Tax Client Report' as pulled by Partner Hub from the ATO. I'm aware that Xero matches clients from that report to existing…
2 votesThanks for taking the time to suggest this. A way to export the Ready to Start list and ATO Income Tax Client Report directly from Tax Manager could make annual tax data matching much more efficient.
Having both lists in CSV format could allow practices to filter, compare and identify discrepancies in bulk rather than checking each client individually.
I’ve updated the status to Gaining Support so we can continue tracking community feedback. If this is something you’d use, add your vote and share how you’d like the export to work.
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AU Tax - set default print settings for your practice
It would be great to be able to set default print settings for the practice, especially by tax return type. Recently Xero changed the default and now I have an extra box to untick each time. Pain in the backside. Thanks
23 votesThanks for your idea, Sam. We'll get a sense of the interest in this from the community here.
If there are any updates planned that could improve your print options we'll be sure to let you know.
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AU Tax - Partial Main Residence Exemption Code (in the CGT Worksheet section)
Recently we had a client who sold their property, which triggered a CGT event. The property was initially their main residence, however this ceased once the property commenced being rented out. Therefore, a partial main residence exemption applies, however Xero Tax doesn't currently provide a code to acknowledge this scenario, once providing a main residence exemption code (see attachment). For enhanced clarity, it would arguably be useful if such a code was provided, so the gross capital gain can be apportioned between the amount subject to CGT & amount subject to the full MRE.
14 votesThanks so much for sharing your feedback on adding a Partial Main Residence Exemption code to the CGT Worksheet in Xero Tax.
As you know, right now, the best workaround is to manually adjust either the Capital proceeds or Cost base in the worksheet. This helps ensure the correct Net capital gain flows through to Item 18A, and still lets you use Exemption Code I. We know it’s not ideal, and it’s exactly the kind of thing you want a built-in solution for.
We’ve reviewed the idea and moved it to Gaining Support, which means it’s now open for more votes and discussion. Community support plays a big part in helping our product team understand the need. We’ll update the thread if anything changes.
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AU Tax - Add Rental Property schedule to Company Tax Return (CTR)
In the company return you have the ability to create a new schedule.
Specifically, A rental statement to be included here:23 votesHi everyone, thanks for raising this idea. We know rental income and expenses are a key part of tax for many businesses, and it would be super helpful to have a rental property schedule within the Company Tax Return (CTR) in Xero Tax.
At the moment, there aren’t any rental worksheets for companies in Xero Tax, because the ATO doesn’t accept rental schedules on a CTR through PLS. That means this part of the return needs to be managed outside the system — which we understand isn’t ideal.
That said, we can see this idea is already getting some traction, and it's now in the Gaining Support stage. If this would improve your workflow, feel free to vote or add a comment. It really helps the team understand what matters most to you.
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Xero Partner Hub | Clients - Option to email directly from Client list
Having the ability to email a client directly from the 'Search clients' area to avoid opening the client file.
If you search a client & click on the email in the column, there is a pop up just showing the email address again. This should be interactive so you can click on it & an automatic pop out to a new email opens, using your default program. Outlook in my case.
If I need to email multiple clients in a row, this method would be faster than opening each client file to automatically email then going back to search again,…8 votesHey LInda, thanks for raising this idea with us. Having the option to email a client directly from the client list in XPH is not something we have planned but we have moved this idea to Gaining Support so we can monitor votes and comments. Now all you need to do is share this with friends and colleagues to add their votes and comments!
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Xero Sign - Make this free for Personal Tax Returns
Why is Xero Sign free for company accounts but not for personal tax? Xero state that this is because multiple people have to sign in multiple places on a personal tax return - which is not true in any case!
If a partner requires multiple documents signed in the one pack then of course Adobe Packs are a good way to facilitate this, but for one document signing it should be free as advertised!
Xero Tax is free for Xero Partners, which is fine as it isn't sophisticated or clever enough to be paid for right now. But to find…
2 votesHi Tim, thanks for taking the time to raise this idea with us and share your feedback. 😊 We appreciate why you'd like a free signing option for individual personal tax returns, particularly when you don't need to send several documents together. Your idea is now open for others to add their votes and comments. We'd welcome hearing from other partners about how this would help their practice and fit into their personal tax workflow, so we can build a clearer picture of the interest in this request.
You're welcome to share this with colleagues who'd also find it useful so they can add their support too. We'll follow the feedback here and post any updates as they become available.
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