1019 results found
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NZ Tax - Ability to add manual transactions to NZ tax return (eg. expected penalty)
Please can you make it possible to add manual transactions to the "tax statement" that will show up in the tax return.
We often did this with MYOB, eg. adding a penalty that we know will be charged after the tax return has been filed, or changing a late filing penalty from $50 to $250 if the client's income is more than $100k (as this will be updated at IRD after the return is filed).
At the moment it looks like we can only edit the pdf which is very disappointing...
6 votesThanks for adding this request to our Ideas Kathryn. We have looked at this with current NZ Tax compliance in mind and for transparency this is not something we are looking into at this time. We appreciate it is something others may see as beneficial so other users are able to vote in this.
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AU Tax - New Tab for All NON Lodged
Xero Tax should have another Tab to View ALL NON Lodged.
Right now you have to go to Draft, Completed, Approved, To Sign, To File - that's 5 tabs to see which returns and BAS are not yet lodged. All tab includes Filed. There needs to be a tab where you can view All Non Lodged excluding Filed.8 votesThanks for sharing your idea.
We've reviewed it and now it's up to the community to get behind and support it.
Do 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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Xero - Ability to have a vehicle Log Book to automatically proportion vehicle expenses
To have the ability to record odometer readings, start, finish & business/private use.
Then automatically apportion the business use component against vehicle expenses.For instance the Australian rules require 12 weeks minimum of logbook entries. More entries = more accuracy.
This could also be a great feature to 'sell' XERO to new customers.
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you Duncan. At the moment , the best option is to look for a connected app that allows you to achieve this. You can check out our Xero App Store. If you need further assistance, we'd recommend raising a case with our support team as well. 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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Xero Tax UK - management expenses support
Xero Tax no longer supports management expenses (eg for investment companies), which are a common requirement. This used to work fine. The workaround recommended by Xero Support is to incorrectly include management expenses as operating / trading expenses, then make them disallowable and include them separately as a management expense. This mess is all visible on the CT600 and needs fixing.
1 voteThanks for raising this idea with us, and for clearly explaining the impact it has on your workflow. 🙂
We understand the need for Xero Tax to better support management expenses for investment companies, especially where the current workaround creates confusing or incorrect presentation on the CT600.
We’ve moved this idea to Gaining Support so we can track interest from the community and help our product team better understand the value of improving this area.
If others are affected by this as well, it would be helpful to hear more examples of how this impacts your filings and any risks or extra work it creates for your practice.
If there are any updates or plans made around this, we’ll share them here.
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Practice Manager - Configuration for Public Holidays
Public Holiday configuration: There should be a place for admin to set up public holiday for all practice members instead of them having to submit individual timesheets.
The purpose is to have all necessary data for practice manager to do capacity planning accordingly.
2 votesThank you for contributing your thoughts and highlighting the improvements that are most important to you. We have reviewed your suggestion, and it is now open for community support. To increase its visibility, feel free to share the link with colleagues who might also benefit from this change. In addition to voting, other members can now provide feedback on how this update would enhance their personal Xero experience.
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UK Tax - Restrict dividend date to the period
You are able to post a dividend with a date in a different year. I don't think it should let you type a date outside of the period. Until you click review it does not flag an error
3 votesAppreciate your idea, Bethany - Thanks for sharing in product ideas. We'll start to get a sens of the interest in this from others in the community here.
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Implement Tap to Pay in Singapore
Xero should implement apple tap to pay to organisations in Singapore
1 voteThanks for sharing your idea Ming, we've reviewed your idea and have moved this to Gaining Support. 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 - Ability to create a Custodian Relationship for SMSF's
Would it be possible to create a new relationship option for Self Managed Superannuation Funds - 'Custodian'. Often when we have SMSF's with properties the SMSF has a trustee company and also an additional company as Custodian for the SMSF. It would be helpful to link both companies to the SMSF via relationships to get a better view of the client's structure.
2 votesHi Bianca, 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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XPM - Copy client phone number instead of link address
Please remove the tel: prefix when phone numbers are copied from XPM to be pasted elsewhere. Currently they are formatted to have a "tel:" prefix which is part of the hyperlink format that makes phone numbers clickable, however this creates extra work when one needs to copy and paste the number because after pasting we have to edit it and remove the "tel:" prefix.
As an admin function we often need to copy and paste the number and would like the "tel:" prefix removed please.
FYI the email field had a "copy to:" prefix but that has since been removed…
1 voteThanks for taking the time to share this feedback with us.
We understand how frustrating it is to have to remove the tel: prefix each time you want to copy a phone number. Being able to copy just the phone number as well as copy the full link directly from the client record would be a helpful improvement and would make this workflow much smoother.
We’ve moved this idea to Gaining Support so we can better understand how many customers this would help and the impact it’s having on day-to-day use.
Thanks again for raising it and sharing how this would improve your experience.
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Practice Manager (XPH) - Increase date range limit for custom fields beyond 50 years
Ability to add a date greater than 50 years. We have a custom field for trust vesting date (typically up to 80 years after formation). Since the latest update we are unable to add date greater than 50 years.
3 votesThanks for sharing your idea and what matters most to you.
We’ve reviewed it and it’s now open for the community to support! If others in your team would find this useful, feel free to share it with them.
Members can also leave comments to add detail and explain how this idea could improve their experience with Xero 😊
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AU Tax - Journal entry for Activity Statement
Instead of creating a bill when lodging the BAS through Xero - have the option to create a journal entry instead!
6 votesThanks for sharing your idea about how you'd like to see the Activity Statement function improved.
Now it's up to the community to get behind and support your idea. Make sure to share it with anyone who it could also benefit, so they can add their votes and comments too!
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Subscription Transfers - Indicate current subscription
When a subscription is transferred to manage from one entity to another, there should be some sort of indication of what subscription package they are on. Currently we have to go back to the past accountant / client and ask.
2 votesHi Lisa, thanks for sharing this here. We can appreciate that having an indication of a subscription would be a good addition to avoid back and forth. We're moving this idea to gain more support so that other users such as yourself who would like to see this change implemented can also add their vote. You can now share this idea with your peers to get them to vote as well! :)
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Contacts - Customer Statement to show All Payments
Hi Xero Team,
We need a new customer statement format that functions as a "traditional" detailed ledger.
The Problem: The current "Activity Statement" is focused on allocations. It shows which invoices are paid or unpaid and portion of payments made to the invoice, but it does not show the payment transactions themselves as separate line items.
For example, if a customer makes one large payment of R5,000 to clear three invoices, the current statement splits this payment up as their parts to the invoice. The customer cannot see their R5,000 payment listed as a single transaction. This is confusing for…
3 votesHi Jasmine, thanks for sharing this idea with us. We can see why this would be helpful for some users. Currently, Xero offers the Customer Invoice Activity and the Contacts "Activity statement" . While this information is available on the account transaction report, it is not available in a Statement format. We've moved this idea to Gaining support so that other users who want this idea implemented can vote for it as well. You may share this idea with your colleagues to get more traction!
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AU Tax - AUSTRAC risk-rating tools for client profiles and reports
With all the new AUSTRAC reporting requirements coming soon is Xero adding any beneficial features to Practice Manager eg a Risk Rating box and any other reporting fields that might be helpful to be compliant with AUSTRAC and to reduce having to use additional software to keep track of these.
Are there any links to apps you suggest for this or what are other accountants using to assist with all this.1 voteHi Riki, thanks for raising this idea. We understand that having dedicated AUSTRAC compliance fields and risk assessment tracking within practice management workflows could be valuable as firms prepare for upcoming AML/CTF obligations.
The idea is to provide structured fields for capturing compliance information, such as client risk ratings, verification status, and review dates, helping practices manage these requirements directly within Xero Tax.
We encourage the community to vote on this idea if you'd find this compliance workflow improvement useful.
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AU Tax - Allow bulk EFT Report retrieval
In XERO Tax - when retrieving the EFT reports for monies into Trust. Currently XERO only allows one at a time. If you have 30 or 40 fee from refund returns in one day, you never get the reports in time. Other softwares allow a bulk download that shows (eg - on 20 April 2026) this many deposits were made to your Trust Account and these are the clients they are in relation to. This is one snapshot for one day. It is an impossible function as it stands for big practice.
1 voteThanks Meschel for raising this. We hear that managing EFT reports individually can be time-consuming.
The idea of bulk exporting EFT details in one action could help improve efficiency for firms handling larger workloads. This has now been moved to Gaining Support so we can continue tracking demand and share it with our product team.
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Allow businesses to access workpapers
Allow businesses access to workpapers including workflows etc, the same as accounting practices have. This will allow bigger businesses to set up appropriate workflows and not have to take reconciliations out of Xero to complete, saving time and improving processes.
2 votesHi Arna, just to check in on your idea here - Are you asking for small business without a Xero advisor to have access to Workpapers?
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AU Tax - Ability to schedule client tax return emails to be sent for signing
Can XPM/Xero tax add a scheduled send feature? So that we can schedule tax returns/BAS returns to be sent at a set time and day to the client for signing? Content snare, Outlook etc all have these features and its very much missing from XPM.
1 voteHi Jackie, thanks for bringing this idea forward.
We understand you’re looking for an option to schedule tax return emails for signing, so client communications can be sent at a time that works best for your practice and clients.
Having more control over when signature requests are delivered could help practices manage busy tax periods more efficiently.
We’ll continue to track feedback and interest from the community for this idea. Please keep sharing your workflows and use cases here.
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XPM - Bulk Allocate Categories in Job Manager
XPM - It would be great to be able to bulk allocate categories under Job Manager
1 voteHey Theresa, thanks for raising this Idea with us. ✨ We have now moved this to Gaining Support!
We appreciate the time and effort it takes in raising an Idea and now all we need is for your colleagues and friends to vote and comment on the Idea so our Product team can see which ideas are gaining traction.
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NZ Tax - edit bulk email addresses
Please reinstate the ability to edit email addresses under the bulk email function under Tax > Payments. Depending on the type of tax notice, we have to send a tax notice to a staff member and copy in an additional person. It will not allow us to enter in a second email address under the client profile. This is very time consuming if we have to send it out twice and inefficient.
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Practice Manager - Audit trail for client history
Client History
It would be great to have a running record of client history in XPM, showing the date and person who, including but not limited to:
- created the client
- edited client details
- archived client
In a large firm over multiple offices, it would be easier to know who to contact if there are questions about details are entered into XPM, and keep XPM as a CRM up to date.329 votesHi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
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