1091 results found
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Individual Income Tax Return - Future Year Return - Tax Rate
When preparing future year return, in my case, FY2025 tax return for one individual client, even though it shows 2025 tax year, Xero tax is actually FY2024 tax rate for calculation. So the result is not accurate. Will Xero Tax fix this issue in the future?
43 votes -
Report Templates - Add GST reports
It would be good if any report you can already run in Xero could be added to a report template - this would include GST reports (activity statement and GST reconciliation), payroll reports etc. That way instead of having to manually extract each of these reports for each client we can just do it in bulk through one report template.
25 votesThanks for sharing your idea to include GST reports in report templates.
We can see how this would be a real time-saver, especially when you’re building out report packs for clients or internal teams. There’s clearly a strong appetite for this feature, and we understand why. Being able to add GST reports directly into templates would simplify the process of creating complete, consistent report packs for any purpose.
This idea is now in the Gaining Support stage. That means it's open for voting and comments, and we’ll continue to monitor interest from the community. Your input helps inform how we prioritise future updates to Xero. We’ll keep you posted here with any developments.
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Show all activity statements for a job in the information tab, not just the unlodged ones
Since the change to the partner hub, this has disappeared.
I cannot be the only one who accessed activity statements from the job and not the tax returns tab?
They disappear into the tax return tab abyss now.
3 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 - Improve the validation error experience
I had a validation error CMN.ATO.DISTBENTRT.000013 generated in an SMSF tax return.
When I clicked on the validation error it took me to a specific trust income schedule (number 10 of 18), which had several fields highlighted. The error says that there must be a number in any of the fields A B D U and so on - this schedule met this condition.
After much wasted time trying to re-enter fields, checking there were no blank spaces, deleting and re-entering all fields, deleting and re-entering the whole schedule, I contacted support.
It turns out the error was actually generated…31 votesHi Vicki, we're grateful for your detailed suggestion of how to improve the validation error linking and highlighting experience in AU Tax.
We'll continue to monitor the level of support this idea receives from the community. Thanks again for your contribution.
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NZ Tax - Tax Payments (Notices) generated for Working for Families
Product Enhancement idea: have the ability to generate notices (Tax Payment letters) for clients who have been overpaid WFFTC and need to repay the IRD.
47 votes -
Xero Tax(AU) | Worksheet to calculate number of days not liable for M2 (Medicare levy surcharge)
When some client has more than 1 health insurance policy and the period of the same are diffrent and sometime overlapping we need the work out this manually which can sometime be wrongly caluclated and can impact the tax estimates.
Xero should have a worksheet where we can enter policy details along with perioid of coverage to that it can calculae the days acurately. Similar feature is avaialble in MYOB AO and comes in very handy.
131 votesHi everyone, we appreciate how auto calculating Medicare Levy Surcharge (MLS) exempt days would help save time and reduce errors.
While our product team has reviewed this idea, and it's something we have intentions to solve in the long terms this is not roadmapped at this time.
This is something we'll continue to assess as we plan for the future of Xero tax so I'll share as soon as there are any updates on this, here. Thanks
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Credit notes - Add another / Supplier name Lock
Bills:
For Credit notes, when you click the 'Save' drop down, there is an option for 'Save and add another' like there is for regular Bills.
Being able to lock a supplier/ 'From' when adding Bills, so we don't need to search for every bill, for when we have multiple bills under one supplier.
Maybe a lock button next to the contact name which can be clicked to unlock it when no longer needed.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Report - Yet to be started GST Returns
There is currently no option in XPM to build a report that shows the GST returns that have not been created yet. Whilst this is possible using the [Client] Tax Return Status field for Financial year end returns, it is not possible for GST returns.
For practices needing to file 100s of GST returns for various clients each month. Having the ability to see, for a given period, whether any GST filings were missed would be extremely helpful.
5 votesHi David, we appreciate your idea about GST return tracking in XPM. Being able to create a custom report to view GST returns that haven’t been done yet would be really helpful, especially for practices managing high volumes of returns.
We’ve moved this idea to Gaining Support, so it’s now open for votes and comments. The more feedback and use cases shared here, the better our product team can understand how valuable this would be.
We’d love to hear how others currently manage GST return tracking and whether this report would support your workflow. Thanks again for starting the conversation!
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Xero Tax (UK) | Add client address and balance sheet data to sa800 or partnership tax
Ability to add client address and balance sheet data to sa800 or partnership tax - raising on behalf of customer.
5 votesHey Mandy, thanks for asking Anchal to raise this as an Idea for review. As Anchal and the Product team have conveyed this is being looked at currently (Balance Sheet addition to Partnership filings) and there will be updates as this progresses. The client address is not something we are looking at currently as it is not mandatory for HMRC or Companies House.
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Filter by Staff Teams when Assigning Client Access
It would be useful to filter by staff teams when allocating access to a client in Xero.
We already have the ability to group staff into teams within Xero HQ, and it would speed up assigning access to large groups of staff members if we could use these teams when assigning access to a client in Xero HQ. This could be added to the 'Filter' option.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Clients - Export client data (eg phone numbers)
With the new layout the old reports - even the customisable ones do not have all these new fields that can be chosen and exported.
Eg there are now multiple phone fields which is great but I use this data to export to my phone system but now I cant.
4 votesHi Matthew, appreciate you sharing how the ability to export clients' information can supports your workflows, particularly when integrating with external systems like phone or CRM tools.
This idea has now moved to Gaining Support, which means it’s open for the community to vote and add comments. With the new layout, some of the fields available in the old reports, like multiple phone numbers — aren’t currently included in exports. Hearing how this affects your workflow, and what fields you’d find most useful, helps our product team understand the real-world impact and prioritise improvements.
We encourage anyone who would find this useful to add their votes and share how it could benefit their practice. Thanks for helping us make Xero even better.
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New Zealand Tax - Summarised Consolidated Tax Position
Have the ability to run a report to include in the Financial Statements that is a Group Summary, so includes all selected entities within a group and details all amounts payable or refunds due for all upcoming provisional and terminal tax dates (regardless of balance date) and a Net Tax position
46 votes -
XPM - Return Type IR4J for Reporting
Including IR4J as a Return Type in report builder - Reposting
when we have a report that we would want to specify the type of return e.g. ir3, ir4 there does not seem to be the IR4J specifically for when we file a IR4J on its own for members apart of a consolidated group and only require to file their own imputation return.
It would be great if this could be included as this helps when reporting our internal filing stats.
1 voteHi 👋 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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Xero Tax - Ability to have a custom template for CURNN
I would like to be able to create a custom cover letter to go with the CURNN.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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AU Tax | Trust Tax Returns - Multi business Worksheets
After discussion with Xero support it would be beneficial to have the option for multiple business worksheets added to the Trust Tax Returns.
3 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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additional relationship options
We have a number of Trust who now have "Special Trust Advisors" appointed by Deeds. I would like to be able to add in Special Trust Advisors as a relationship in trusts.
It would be really useful to be able to customise the relationship options in all business categories
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Practice tools | Clients - Show number of notes from client view
From the initial client view, there should be a number next to the Notes section, to show that there are notes to look at (as there are for invoices, jobs etc)
9 votesThanks for sharing your idea, and letting us know that you would like to see the number of notes displayed on the client view.
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 - Set date to run Aged Debtor Report
Ability to run an Aged Debtors Report of what debts clients owed us at a certain date in XPM. For example, we want to see what our clients owed us at 30/06/25, however the Standard Report (Aged Balance Report) can't be run to a certain date and if we create our own Report in Report Builder it removes clients from the report if they have paid since 01/07/25 and now owe nothing. We need these figures to do clients Financials and also for our own Practice reporting. We can run it in Xero Blue however we don't have the ability…
9 votesThanks for sharing your feedback with us!
We appreciate you taking the time to let us know what changes matter to you.
Your idea has been reviewed by our team and is now open for support from the rest of the community. In addition to upvoting your idea, other members can now comment and share how this change would improve their experience with Xero.
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Practice Manager - Export Client Insights to Excel
Client Insights - Exporting to excel for further analysis (e.g. by manager)
14 votesThanks for sharing this idea, I can understand how this might be useful.
Now it's up to the community to get behind your idea, and add their vote and comments to support it. You might like to share this idea with any colleagues that it could benefit, so they can join in too!
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Practice Tools - Return to Group view after archiving a client
When you have a departing group, you have to now click on the group, select the entity, click on the 3 dots and select Archive.
This removes the entity from the group. You then have to start again and search the next entity from clients, and repeat the steps. as you cannot select back to take you back to the group.
In the old xero version. While in the client, you would select a drop down box while in the client and select archive. Then while still in the client, you could click on the Group and select the next…3 votesWe appreciate you submitting your idea and identifying key areas for improvement.
After a successful review, your proposal is now eligible for community backing. We encourage you to reach out to colleagues who might benefit from this feature so they can add their support.
Additionally, the community can provide further context in the comments on how this update would improve their workflow.
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