932 results found
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AU Tax - Pull client date of death into return
It would be useful for the client date of death field to automatically be pulled into the relevant tax return if field to save manual look up and entry when entering client tax returns.
10 votesWe appreciate that with date of death now available as a field on a client record that some users would like to see this automatically pull through to the relevant tax return.
While we don't have direct plans of this right now we're keen to get a sense of interest in this from our partners in community.
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AU Tax - Colour code signature status
Colour Code the status of the AS/Tax return to make it easier to quickly see as currently the screen is hard to see as it looks similar (for example returned green - out to sign orange etc etc)
2 votesHi Sheri, we understand the request to use colour coding for signature statuses in Xero Tax, so statuses such as Returned and Out To Sign can be identified more easily at a glance.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know which statuses you’d find most useful to colour code.
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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.
16 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.
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AU Tax - Show total Payable/ Refund amount on Activity Statement
The Activity Statements in Xero Tax need to have the total payable/refundable at the top of the screen like the Tax Returns do. It would be nice to see the result when you're on a different page than the summary page.
8 votesHi Rachel, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've opened this idea for the community to add their support. We'll monitor this space for more traction. Cheers!
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Clients - Reports that show number of clients in a group
When I view the groups in the client tab, then manage groups, it shows the number of clients in each group, but I cannot export that information, or I cannot report on the Group number of clients data.
Seems that this isn't a big issue to create a new field to add to the Group report for number of clients in each group, because the data is there...
2 votesThanks for sharing this idea. We understand the request to include the number of clients per group in reports for exports. Having this information available could make it easier to review client allocation and prepare practice reports.
We’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and share how you’d use the client count.
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XPM - Ability to Archive contacts
When we are archiving a client there should be the ability to archive the contacts (if they are not linked to an active client profile). Or at least be able to Archive them from the contacts page https://hq.xero.com/clients/contacts
Currently the only option is to edit or delete, deleting is not a great option should you need to follow revisit something in the future.
If you don't delete them, you are then left with the contact appearing in the suggestion list when trying to connect clients to a client profile.
13 votesHi everyone, thanks for your feedback on archiving contacts in XPM. We appreciate you explaining how this could improve your workflow when managing archived clients.
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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Report Templates - Tier 3 Report update
Very disappointed to hear that you haven't considered how the new reporting standards for Tier 3 entities is going to effect the reporting templates i.e. the requirement to split grants into multiple sub-categories, which is only one area of the new reporting standards that needs to be expanded.
Would you be able to make this a high priority for the product team and provide a reasonable timeframe as to when this will be considered for further development as obviously we need to meet our obligations and your reporting mapping is no longer going to make this easy for us given…49 votesHi community, thanks so much for the great feedback so far. The changes to Tier 3 reporting standards - especially around grant categorisation are clearly important, and it’s great to see this idea gaining momentum quickly.
This request is now in the Gaining Support stage, so it’s on our radar for further consideration. If you’re using Tier 3 reporting, we’d love to hear more about what specific features or improvements would help you most. Your input really helps guide the product team’s priorities.
Please keep the votes and comments coming. We’ll be sure to share updates here as we learn more. Thanks again for being part of the conversation!
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Prov Tax Payments Split between dates rather than left whole on the correct payment date in Schedule
We have noted that on the payment schedule of a tax return, when a payment is made that is more than the due amount for that date, the rest of the payment shows under the next payment date. Rather than showing the total amount under the one payment date. Is it possible we can have it so the full payment is just showing under the one payment date?
I do understand this requires traction before action, however - worth an ask.
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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AU Tax - Automatically pre-fill PAYG instalments paid or raised into tax returns
It would be good if Xero tax is able to prefill the PAYG Instalments paid/raised in the tax returns.
6 votesHi Sharleen, appreciate you raising this idea. We understand that having PAYG instalment details flow through to tax returns would help make the process smoother and reduce the need to manually check separate records.
We'll continue to track interest and engagement for our product teams to understand the value of improving how PAYG instalment information flows into tax returns.
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Partner Hub - tax widgets changes
The 2 tax widgets on the old home screen showed returns by month that could be filtered by tax year, and a bar chart for clear visual progress of filing by tax return type that could be filtered by account manager. Both these widgets were very helpful to us, but all that functionality has disappeared with the new partner hub tax widget that shows only current status of tax returns, which could be quite useful but not clearly presented, with very limited filtering options, and when you add the "compare last year" it shows nil for assessed returns because we…
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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remove country from address fields not required. overseas clients should be the exception
Remove Country address fields not required. overseas clients should be the exception.
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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Xero Tax - What if function
It would be very useful if Xero Tax have a What-If function to test different tax outcomes before finalising a return.
18 votesHi YiLing thanks for sharing this idea. Currently Xero allows the ability to use draft returns and the "Estimate" tab for basic scenario testing. For complex scenarios, it is recommended to use ATO calculators and compare results manually. We will move this idea to Gaining support and monitor for more traction from users.
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NZ Tax - Transfer donation rebate to multiple years, tax types and IRD numbers
Having the option to transfer a donation rebate to multiple tax types, tax years and IRD numbers would be great. For example, transferring credit to terminal tax and also provisional tax or tax owing from a previous year.
28 votesHiya team, we do appreciate you taking your time to feedback and share support in this idea.
Having been reviewed by our product team we will be moving this to Not in pipeline.
Specifications on what transfers can be done for each tax return type are supplied by Inland Revenue(IR). For the Rebate Claim Form IR526, only one transfer directly to another tax payer is permitted.
With these limitations this is not an idea we will develop. If IR make changes around these specifications in the future this may be an idea we revise. Thanks
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XPH | Jobs - Xero to XPH Sync for Invoices
We need additional syncing for when invoices are completed so wash ups don't have to wait the 24 hrs to complete.
2 votesThanks for sharing this idea. We’re moving it to Gaining support so we can understand how broadly the community would benefit from more frequent syncing of completed Xero invoices into Xero Practice Manager, rather than waiting for the overnight sync.
If this would help your practice, please vote for the idea and add a comment describing your workflow or the impact of the delay. Community feedback will help us gauge interest and better understand the need.
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Xero HQ | Insights - Ability to filter by client group
Please include in the Insights tab the ability to filter by client group.
40 votesHi everyone, thank you for contributing to this idea. We understand how useful it would be to filter the Insights dashboard by client groups in Xero HQ. Right now, you can filter the main Clients list by custom groups, but the Insights dashboard doesn’t support this filter just yet.
The exciting news is that we’re currently working on the Xero Partner Hub, which includes exploring ways to enhance reporting and insights tools. You can find out more about what’s coming on our Blog.
This idea is now in the Gaining Support stage. Your votes and comments play a big part in helping us understand how important this is to the broader Xero community and shape future product conversations. We’ll keep you posted here as more details come through!
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Xero Partner Hub Search bar
The Partner Hub Search Bar at the top right is now included in a three dot menu - can we please bring it back to sit on its own at the top. I don't want to be clicking all the time to get into the menu when it's such a frequently used feature.
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 - Allocate a percentage of Trust income to beneficiaries from Trust tax return
Would be good to be able to allocate Trust income to beneficiaries as a percentage of all income types.
25 votesWe're grateful for your engagement Joanne! Thanks for letting us know the changes that are important to you.
Our Community have reviewed your idea and now it can gain support from other community members.
You can now continue to add more details about how this would help your business in the comments section, and gain votes from the community.
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XPH - Detailed business structure when viewing client group
Prior to the new XPM update, viewing a group provided a detailed breakdown of each client's business structure. The new layout simplifies this into broad categories (individual, company, trust, partnership, other), meaning you now have to click into each client to see the specific details. For example, 'other' represents a range of options such as departing client, on hold due to non-payment, or a non-client entity. This makes it harder to understand a client's status at a glance. Reintroducing the full business structure breakdown would significantly improve efficiency by allowing users to quickly interpret each client's status without needing additional…
11 votesHi Hannah, thanks for sharing your thoughts on the business structure view in Xero Practice Hub. It’s helpful to understand how important it is to see clearer client details at a glance when you’re managing groups of clients.
Your suggestion around having a more detailed business structure breakdown makes sense, especially as broader categories like Other can cover a mix of different client situations.
We’ve now moved this idea to Gaining Support, which means it’s open for the community to vote and add comments. This helps us understand what’s most valuable to you, and we’ll keep you posted as things progress. If others would find this useful too, feel free to share your thoughts.
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XPM (New experience) - Show full details of additional contacts on Client record
Enable full visibility of Contacts when accessing via Additional Contacts area in Client screen.
Currently, when we access a Contact via the Additional Contacts section of the Client screen, not all contact fields are displayed.
Furthermore, when editing or adding a new contact, we cannot edit or access all the contact details. We cannot add or edit Mobile numbers or custom fields for Contacts. To access these, we have to exit the Client screen and access Contacts separately via Clients > Contacts.
This adds a lot of extra steps that can be avoided by ensuring full visibility and full access…
13 votesThanks thanks for sharing this idea about improving contact visibility in the Client screen. We appreciate you taking the time to explain how streamlining access to contact details could help your 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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NZ Tax - Automatically create GST return on GST Job creation
It would be great if when a GST Job is created by a recurring job template, the GST return could also automatically be created.
We missed filing a GST return because a Job was created but return not yet started, and the Job Status accidentally changed to Complete so it was archived and disappeared from the screen & reports so no-one picked it up till after the due date.1 voteThanks for raising this suggestion. Automatically generating a GST return alongside each recurring GST job could improve efficiency and help ensure every job has a corresponding return ready to work on.
We’ve updated the status to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and let us know how you’d expect the process to work.
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