1019 results found
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Client groups - Work in progress
When using client groups and clicking the Work in Progress Button, there is nothing showing when there is WIP in the group.
It appears the group name is not pushing through the WIP link to the filter properly.
7 votesHi Ben, while WIP should be appearing for all the clients in the group our product teams have found an issue for some users where this isn't loading correctly.
We have intentions to fix this however a couple of other items that they have attention on first, I'll share when work for this gets picked up. Thanks
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NZ Tax - Correct amount when provisional tax unpaid & provisional date has passed
If a client fails to pay the first installment of provisional tax why is it then added to the next installment and then P1 shows as nothing due. This is incorrect, the amount due at P1 is still the same (per the IRD), the debt at P1 has not moved to P2. What happens for client's who have RIT over $60k?
61 votes -
Xero Sign - client details added automatically
Xero sign in document packs - you currently need to manually input the client's details to add their signature for each document pack (for docs with no auto signing feature like tax returns).
It would be great if there was an option to simply select a client from XPM as all the details are already there (First name/Last name/Email)
5 votesHi everyone ✨ Thanks for sharing your feedback on this idea. We appreciate the time taken to do this and we would like to be completely transparent around this Idea. It is not in the immediate future planning however we have moved the Idea to Gaining Support. Your continued votes and comments help us understand the impact and prioritize improvements that matter most to you.
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XPM - Exported invoices client and contact details included automatically
When exporting invoices from XPM to Xero it should by default export the client name, address, email address and contact number.
Currently it only exports the client name and postal address, and contact name, email and phone number (but only if that contact is NOT a client in XPM and only if you select that contact when preparing the invoice - forget the contact and you are back at square one.).
If we have an individual as a client in XPM, and send this client an invoice: currently XPM will only export an email and phone number if we add…
7 votesThanks for the comprehensive and exhaustive idea around how contact and client details could be included when invoices are synched from XPM to Xero blue. As you may know there is a new platform (PartnerHub) which you may be aware of, and will be released fully in the near future. You may find that the issue is covered in the new experience. We will move this to Gaining Support so the community can get behind this add their votes and comments.
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AU Tax - Detailed breakdown of prefilled Allowances from STP data
I refer to
CX0018002998this https://productideas.xero.com/users/6251636716-christopher-le was wrongly merged to another idea.
I paste it again
When the label 2 of an ITR is prefilled, I want to be able to detail or write a breakdown of what that allowance amount consist of from the client's STP income statement. e.g.
- Laundry ###,
- Motor vehicle ###,
- Telephone ###at the moment the function just inputs the total allowance figure shown in prefill
2 votesHi Christopher, appreciate you sharing your thoughts on this. While STP prefill helps reduce manual entry, we understand there are times where additional detail is needed to complete the return.
Having a clearer breakdown of allowances within the tax return could help reduce manual work. We’ve updated the status to Gaining Support so we can track feedback and share interest with the product team.
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Xero Tax (UK) | MTD - Export report for Income tax
Making Tax Digital for Income Tax
It would be nice to be able to export a report in a suitable format for clients to approve prior to submission
10 votesThanks for sharing this idea about exporting reports for client approval before MTD Income Tax submissions.
We appreciate you highlighting how important this workflow is for your practice.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…
11 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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Xero Tax (AU) - Automatically add the ABN from the client record to P5 of the individual tax return
Any taxpayer can only have one ABN.
Why does Xero leave P5 blank when it could put the ABN (which is already in the client record) into P5 for me?
If you're worried about there sometimes being an ABN in the client record but there being no business that year and it needing to be blank.. then make it work the same as when I rollover from a prior period - last year's fields are rolled over but I can delete them if need be.
Same thing here - when I create the tax return, either:
- roll-over from the…11 votesThanks for sharing your idea to automatically add the ABN to P5 when completing the ITR.
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 - AML/CTF Verification of client
Make the Verification fields mandatory in individual records if practice has had to register under rhe new AML/CTF obligations. Could be something in the user practice settings that if the practice has registered with Austrac that they switch this on so all individuals are verified when being set up or could just be mandatory for all. Also add 2 more fields to the Verification to meet the AML requirements: AML Client Risk Rating (CRR) – Low Medium or High
AML CRR Reason – enter the reason you gave the client the above rating1 voteThanks for sharing this idea about client verification mandatory for individual records, and adding fields for AML client risk rating and the reason for that rating.
If this would help your practice as well, please add your vote and comment with a brief example of your workflow. Details like whether you currently track this outside Xero, how often it creates extra admin, or what information you need to capture for AML/CTF purposes will help show the impact and build support for the idea.
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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.
28 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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XPM - Duplicate Town names removed
Remove duplicate suburb name for NZ addresses. Currently needs to manually delete the duplicate suburb name when using the auto-complete feature to populate address fields
2 votesHi there 🙂
Thanks for sharing this with us — we understand how frustrating it is when the address lookup repeats the town or suburb and creates extra tidy-up work.
We’re aware of this behaviour, and we’ve now moved this idea to Gaining Support so we can better gauge community interest and understand the wider impact this is having for customers.
We’ll continue to monitor the feedback here as it comes in. Thanks again for taking the time to raise 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.
6 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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Practice tools | Tax Statements & Payments - Indicator for roll forward notes
For notes made in Tax Payments: these need to be split into 2 areas, (1) notes pertaining to that provisional installment and, (2) notes that will continue to roll forward.
It is crucial that even if the installment date has passed, the notes are still visible. Also from the main Tax Payments screen we need an indicator on the client row to show that the client has an active note (with the ability to archive a note as well).
56 votes -
NZ tax - Run an exportable report on outstanding & mismatched transfers/refunds
Would be very beneficial to be able to run a report listing all clients who have outstanding transfers and refunds for a period (and export it). We need to be proactive and contact the IRD before they refund the client instead of actioning a transfer as requested. In APS we could pick up any mismatch early and were able to contact the IRD or the client and rectify quickly.
53 votes -
Reporting - Build Custom reports with no data limitation
It would be great to be able to create our own reports using any datas available in the system and not be restricted to the pre-existing one : my need is to mix some information from the payables with information from the third party card but I cannot do that directly in the solution I need to export both and do it in excel.
5 votesHi Camille, thanks 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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NZ Tax - Improved tracking and matching of Transfers in Tax Statements
In Tax Statements, under Transfers tab: the "auto mark as complete" needs to happen by both amount and date. So need the ability to set the effective date for the transfer to occur, therefore if IRD does something different we are alerted.
Currently if transfer is the same $ value or more, then Xero automatically marks as complete, this should not occur. If the $ is more then the transfer has not gone as expected and we need to be alerted to this.
For transfers that IRD does that are higher than expected we need to be able to set…
52 votesThanks for supporting this idea, everyone.
While we know this isn't a perfect solution, the current workaround is to manually track these transfers and we have some help on doing this within Xero Central.
While we understand the desire for improvements to this process, we want to be upfront that this isn't in our current roadmap.
As you may have heard from our recent Xerocon announcements there are lots of exciting improvements coming within the Practice space over the coming months that we our teams are developing for.
While we will move the idea to Not in pipeline, should there be any change around this we will be sure to share with you here.
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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?
44 votes -
XPM - Search or Filter jobs bases on type of job
Search or sort for specific Jobs in XPM, such as all Jobs for Management accounts or VAT, In the Job manager it show all the jobs but i can not search or sort basies on type of Job. Adding this will make this tool better for managment
1 voteThanks for sharing your feedback here. We understand the request to add job type as a search or filter option in Xero Practice Hub. Having this available could help you find the jobs you're looking for more quickly and manage your workload more efficiently.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share your thoughts with us.
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NZ Tax - Need taxable income field available for reporting
We need to run a report showing the taxable income of all our individual clients (from the tax returns filed), to find those that are over the maximum liable earnings for ACC.
From there we check for clients who may have had more than one employer and therefore paid more than the maximum ACC levies, so we can contact ACC for a refund.
When we were using MYOB, taxable income was a field included in the tax letter reports so we could download and filter from there.
Apparently there is no way to get this data out of Xero, as…
1 voteHi Kathryn, thanks again for sharing this idea.
I can see why having taxable income available in reporting would be useful, especially when you need to identify clients who may be over the ACC maximum liable earnings threshold and then follow up on any possible refunds.
We’re moving this idea to Gaining support so others in the Community can vote for it and add their use cases. That helps us keep an eye on interest and better understand the impact this would have for practices using NZ Tax.
If anyone else in your practice would benefit from this, please encourage them to add their support and comments too.
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Xero HQ - Filter option in Xero HQ to get a list of clients who are paying wages.
Xero should add a filter option in Xero HQ to get a list of clients those who are paying wages.
10 votesHi Josheen, thanks for sharing your idea. We're grateful for your engagement and letting us know the changes that matter to you.
We've reviewed your idea for a filter in Xero HQ to get a list of clients who are paying wages, and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how this filter could improve their experience managing client payroll in Xero.🙂
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