1204 results found
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Xero Tax(AU) | Tax returns - Include cents in HELP repayment calculation
I have noticed that Xero rounds the HELP repayment to the nearest dollar when estimating the tax outcome for individual tax returns however the ATO does not round the HELP repayment when issuing the notice of assessment.
Can Xero update the HELP repayment calculation to include cents instead of rounding to the nearest dollar?
15 votes -
Workpapers - Ability to edit to meet compliance needs
Quite a few firms are using business fitness/their own custom workpapers in conjunction with Xero workpapers to meet their compliance needs. This is because some existing Xero workpapers e.g I2 - Finance Lease, S - Home Office, K - GST etc are not sufficient to meet our compliance needs. For example the home office workpaper does not contain the square metre rate method and there is no last year comparison for analytical review. No workpapers have been added to allow for new tax developments such as rental interest deductibility, rental loss limitation rules, mixed use assets to name a few.…
44 votes -
Workpapers - Ability to edit Internal queries
Ability to edit review point, internal query and client query responses.
Currently once you click reply to an Internal Query or review point or client query in workpapers there is no option to edit. This is frustrating if you make a spelling error or accidentally respond to the wrong query. It would be great to have the ability to be able to edit these responses if necessary.
17 votesWe appreciate the interest and attention around this idea, team. As you might've heard, at Xerocon we announced our new Xero Workpapers.
Taking on board feedback from our community to develop this, new Workpapers provides the ability to edit internal queries in Workpapers. We're excited for you to try this new experience and have just begun rollout to Australian partners, with other regions soon to come in 2026. Thanks for sharing how this feature could benefit your practice. We'll return to share once rolled out to 100%.
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Xero Tax (AU) - Ability to re-order pages before printing
Would be good if there was an option to reorder the pages in a tax return, primarily to be able to bring the tax estimate to the front page of the tax return as that tends to be the key information the client wants to see and it is buried at page 3 or 4 of the tax return when printed.
27 votes -
Report revenue by state - by picking up postcode on invoice.
A % state by state breakdown of turnover is required for professional indemnity insurance policies for accountants. It would be great if Xero allowed us to do a report by state picking up the postcodes off the invoices.
3 votes -
Job Manager - Show completed employee's tasks for jobs with multiple staff allocation
On JOB MANAGER - If more than one staff member is allocated to a job with multiple tasks a icon / green tick / should be added next to a persons name or the name should be highlighted if all their tasks in that specific job is completed. That will help with recon process for managers, without having to go into the job every time to see which staff member has to still complete their tasks.
AS ATTACHED IMAGE - OUR PRACTICE WILL NOW KNOW ANEL HAS COMPLETED ALL THE TASKS ASSIGNED TO HER IN THIS SPESIFIC JOB WITHOUT NEEDING…
2 votes -
AU TAX - Show if Xero totals are imported cash or accruals in Xero Tax
Show on xero tax form if you have imported the data on a cash or accruals basis. I often have no idea on initial viewing of a tax return.
3 votes -
UK Tax - Xero Files Preview to be available on Cash Based VAT Returns.
Currently there is the ability to click on the file preview within an accrual based VAT return and this will pull up the attachment on that transaction. This doesn't work on the cash based return unless the attachment has been attached to the payment itself rather than the bill/sales invoice entry.
It would be helpful if the cash based return could pull the attachments from the same bill/invoice area as accrual based returns.
4 votes -
Activity Statement - pre-populate W1 and W2
Pre-populate W1 and W2 fields in the Activity Statement when using an outside payroll program. This would save time and reduce errors.
20 votesHi community, thanks for engaging with us on how the prepopulation of W1 and W2 fields would improve efficiencies when preparing and filing tax with Xero.
We're currently working on prepopulation of these fields where these would be generated from the ATO prefill.
I'll be back to share another updates when this rolls out to partners on Xero Tax (AU).
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XPM | Clients - Ability to exclude members of Non-Taxable Groups from Related Client Tax Returns
There is the option of adding Groups as a taxable group, however if the option is not selected client members of that group still pull through as related parties when adding a new return. The ability to use multiple Groups would be a great driver for "advisory" automations in 3rd party software if it didn't have that adverse outcome. Enhancement request - adding a tax return the related clients should only pull through members of the taxable group and exclude members of the "advisory" group.
9 votes -
Xero Sign - Ability to add a 'Date' field
When uploading a set of annual accounts to Xero Sign, the only option available is to add a signature field.
For company and trust annual accounts, we typically also include a minute and sometimes other resolutions (created from a Xero report pack). It would be great to able to insert a date field in the minute, like you can with other e-signing platforms.
The current workaround is to use another e-signing service to send the annual accounts, and use Xero Sign for the tax returns - which adds confusion for our clients and we're often having to chase them up…
12 votes -
AU Tax | Income Tax Client Report - Field to add Jobs and view progress
We have an Income Tax Client Report (ITCRPT Report) which links to the ATO and shows us who still needs to be lodged and their due date. We would like to add jobs to it so we can see the progress of their associated tax return job. Xero Support have advised currently, it is not possible to include any extra details to the ITCRPT Report.
2 votes -
NZ Tax - Bulk create GST/Tax returns for the period/year
Currently we have to create GST/Tax returns one at a time for our entire list. It would be great if we can create gst returns on the gst jobs in one go so we don't miss any on the outstanding report.
3 votes -
Practice Manager | Reports - build a report that includes client's loan status
We would like to be able to generate a report that includes all clients that have loans.
1 vote -
NZ Tax - Ability to set up multiple cover page templates for a return type
Currently you can only set up one cover page template for tax returns in XPM. We'd like to be able to set up two different cover letters with different branding for each tax return and alternate between the two (i.e. select which cover letter you want for that return) when we are printing the tax return.
4 votes -
Xero Tax (UK) | Ability to switch between FRS 102 to FRS 105
Needed: an option button in Xero Tax which switches the Accounts between FRS 102 and FRS 105.
The majority of our Clients only require FRS105 Accounts to be submitted to Companies House but they all ask for FRS 102 Accounts to provide to their Bank or for applying for mortgages etc.
We also want them to sign FRS102 Accounts since they have much more disclosure and if Clients simply see the FRS105 version of Accounts, they question the fee we charge them for such a small output (not realising the amount of work behind preparing them).
TaxCalc (which we came…
31 votes -
Xero HQ - Document Packs automated reminders
As we have in XPM for unsigned documents, can we please have automated reminders for unsigned document packs?
31 votesHi everyone, you can now send multiple reminders at once - you can find out more about it 👉 here. This'll reduce the time spent sending reminders for document packs.
We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!
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Practice Manager | Timer - Turn into separate modal to use independently
It would be great if XPM had a little pop-out screen/app option for the quick timer that could sit in the corner of your screen, so you could quickly start/stop/edit your timer.
4 votes -
Workpapers - Ability to copy a pack
As some workpapers do not change from period to period and would keep the account breakdown of accounts
9 votesThanks for your engagement with this idea, team. Your feedback on how this feature would improve your efficiency and workflow has been invaluable. We're excited to share that we're actively working on a new Xero Workpapers with the ability to roll over workpaper packs including notes and documents, providing the breakdown of accounts sought after here. Release has begun to Australian partners and we'll be sure to provide more information here as this rolls out further.
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AU Tax - Import depreciation calculated in blue Xero
We should be able to import tax depreciation calculated in blue Xero into Xero Tax.
12 votes
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