932 results found
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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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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 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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XPH | Homepage - 'Returns by month' line graph with prior year comparison
XPA - New dashboard is missing 'returns by month' line graph.
It was helpfull in that we could easily flick between tax years and see how this years line graph was in relation to the same time last year to get a feel on how our tax returns are progressing.I dont see this in the new dashboard.
Looks like we can remain on the old dasboard until 25th October. Could this date be extended out until the widgit is available on aworking on the new dashboard.3 votesThanks for taking the time to suggest this. A Returns by Month widget with prior-year comparisons could give practices a clearer view of lodgement trends directly from the new Xero Tax dashboard.
This would reduce the need to compare separate reports when reviewing how current return volumes measure up against previous years.
We’ve updated the status to Gaining Support so we can continue gathering community feedback. If this could improve your workflow, add your vote and let us know which features of the graph you’d most like to see.
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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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AU Tax - Make bank account compulsory on tax return
AU-Bank account on tax return
I would like Xero to make it COMPULSORY to list a bank account on the cover of the Tax return - adn NOT BE ABLE to lodge unless a bank account is listed. Seems odd that Sage Handisoft tax programme has had this feature as a ERROR casuing lodgement stopping error for OVER 10 years and Xero still doesnt have this.
15 votesThanks 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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Jobs - Ability to customise Important Dates view
Job manager > Important dates
It would be good to be able to customise this view.
I would like to be able to select 'Milestones' from the 'Show important dates for' dropdown menu.
I like that the view shows three months, however, it's too expanded; I need to scroll down considerably to view the current date and future months. Considering it could probably not include less job information than what the calendar already shows, it may be helpful to have more options in the 'Show important dates for' dropdown menu, or the ability to customise the view (such as view…
1 voteThanks for raising this suggestion. Being able to customise the Important Dates layout or view shorter timeframes could make tracking job deadlines more efficient.
We’ve updated the status to Gaining Support. If this would improve your workflow, add your vote and share your preferred view.
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AU Tax - Option to retain imported Superannuation Income Stream schedule while excluding non-taxable amounts
When Superannuation Income Stream information is imported from ATO Prefill, the amounts are automatically included in the individual's taxable income calculation. In some cases, this treatment is not correct, however there is currently no option to retain the imported schedule while excluding the income from taxable income calculations.
Attempting to adjust the schedule can result in validation errors, leaving deletion of the entire schedule as the only practical workaround. This removes useful prefill information and reduces the audit trail within the return.
2 votesThanks for sharing this idea. Being able to retain imported Superannuation Income Stream schedules while excluding non-taxable amounts could reduce manual work and preserve ATO Prefill details.
I’ve updated the status to Gaining Support so we can continue tracking community interest. Add your vote and share your use case.
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AU Tax - Access Practitioner Lodgement Service (PLS) Reports directly from the Reports menu
With the change from XPM to XPH I was really hoping that the PLS Reports would be accessible from the Reports menu. As an accounting firm with a trust account for our clients refunds I have always found it frustrating that I have to go into settings to run the daily report. I know it's only a few extra steps but it makes much more sense for it to be listed under Reports, than in Settings.
1 voteThanks for raising this suggestion. Having PLS Reports available under the main Reports menu could make it easier for tax agents and practice teams to access important lodgement and refund information without navigating through multiple settings screens.
For now, you can bookmark the PLS Reports page in your browser for quicker access.
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 like the reports organised.
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NZ Tax - Prompt for IR215 check for returns with WFFC or SL
If a return has Working for Families tax credits or a student loan a IR215 should really be attached to the return. it would be good if XPM NZ could flag that a verification message when audit checking / finalising "Should a IR215 be attached to this return" if its not already there.
1 voteThanks for sharing this idea. A targeted audit prompt for the IR215 form on returns containing WFFC or Student Loan details could provide an extra layer of confidence during tax return reviews.
We’ve updated the status to Gaining Support so we can continue tracking community feedback. If this would improve your workflow, add your vote and share how you’d like the validation to behave.
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NZ Tax - IR3 Warning if IETC claimed when individual has NZ super income
It would be great if XPM had an error check for IETC claimed in improper situation such as receiving NZ Super or receiving Working for Families
1 voteThanks for sharing here, Claire.
NZ Tax already does a check for Working for Families(WFF) and if there's a WFF schedule attached then the IETC boxes are disabled.
We appreciate how a warning for when an individual has NZ super income, and this is something our product team will consider. For the time being we'll get a wider sense of interest through your idea here.
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Xero Blue - Timekeeping AI app available
currently, recording timekeeping in XERO, and ticking off the steps in the activities is really disjoint. There should be a timer in XERO, not XPM, that can at least identify the client you are recording against, and you can then pick the activity and it record the time against it AND it give you the activity list so you can tick them off, and then forward the activity to the next person in the chain. it shoudl all be done within XERO, not XPM and XERO. thanks
4 votesThanks for sharing this idea. We understand that there is currently no way to time tasks from within Xero Blue and that you feel this would be a genuinely great addition. We’ve opened this idea for votes and comments. For now, we’d like to get a sense of the support for this from the community. If this would help your practice, please add your vote or leave a comment to share how you’d use it. Any updates will be posted here. ✨
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XPH - Staff allocation list
Staff Allocations
Job Manager screen > Staff allocations
Would be great if the month was displayed above the day at the top of the diary. As you can see from the screenshot there is no clear indication of what month you are reviewing.
Would also be greatly appreciated if we could get a monthly snapshot per staff manager as well as hours allocated vs available.
6 votes🌟 Thanks for sharing this idea and for letting us know how having the month displayed alongside the dates in Staff Allocation would make the schedule clearer, especially when viewing multiple weeks or when the dates roll into a new month. We’ll start to get a gauge of the support for this from your idea, here. Feel free to share it with colleagues who’d also like to see this, so they can add their support too.
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Tax Manager - Ability to set the default view for Filed tab
Setting the default view in the Filed tab to show 'filed only' rather than 'all'.
3 votesHi team, we've created this idea to track interest on setting default view for the Filed tab on Tax Manager. We’ve moved this to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share how you’d like the default view to work.
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Navigation - Add link from Xero business organisation to XPH
When in a client's xero file, it would be great to link back to XPM. We can go XPM to client file but not the other way...
1 voteThanks for raising this. The main request is to add a direct XPH link within the client's Xero organisation, creating an easier way to move back to the practice. This could be particularly useful when switching between jobs, client details and accounting tasks throughout the day.
I’ve updated the status to Gaining Support so we can continue tracking community feedback. If this would improve your workflow, add your vote and share what you'd expect the link to open to.
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XPH | Reports - Add 'Xero Organisation Last Viewed' attribute to practice reports
This would remove the very manual process recommended for checking usage and would allow a simple way to review files that could be removed... especially important for large firms.
The data is there, please let us use it!
9 votesThanks for bringing this to the community. We understand the request to add the Xero Organisation Last Viewed field to client and practice reports.
Being able to export this information could help practice teams identify organisations that haven't been accessed recently and support subscription or client list reviews.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your practice, add your vote and share how you’d use the last viewed date.
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Tax Manager - Align tax return statuses with practice workflow
Partner Hub - tax return workflow/states. The current states are buried under headings and I think these need to be surfaced into a logical practice workflow. There's also no complete All listing.
I've attached the current process/states below.
I think this could be improved by
1. Showing all steps across the screen rather than having to click and click again to identify the returns in each grouping.
2. Display numbers of returns in each step.
3. Make the steps more like an actual practice workflow. I've come up with the following.Ready/All Not started
Draft Being prepared
Completed Preparation finished…3 votesThanks for raising this idea. We understand the request for Tax Manager to reflect a more logical tax return workflow, with clearer status stages and easier navigation.
I’ve moved the core suggestion to Gaining Support so we can continue tracking community interest.
There are also a number of other suggestions included in this post. To ensure each can be considered and voted on independently, please create separate ideas for the additional improvements, including status counts, horizontal stage navigation, and lodgement outcome flags.
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XPH - Display custom fields when recording time using Timer
Under the new UX in Xero Practice Manager, the Timer button does not display a custom field when recording time, only essential details like client, job, task, and notes. It might be good to add the custom fields on the same page when using Timer to lessen navigating or going to View Timesheet. This will save a lot of time. Thank you.
9 votesThanks for sharing this suggestion. Having custom fields available directly from the Timer window could make it easier to capture all the required information while logging time.
At the moment, custom fields can be completed from the detailed Timesheets view, but they aren't available in the Timer window.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and let us know which custom fields you’d find most useful to have available in the Timer.
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Tax Manager - Export 'Ready to Start' returns list and ATO Income Tax Client Report
The new Tax Manager and Ready to Start tab is excellent, but after my first attempt at pre-filling, there is a discrepancy in the total returns in my pipeline per Tax Manager vs my total returns due/lodged per ATO Online Services.
I can export my Income Tax Lodgement Status directly from ATO Online Services to a CSV file, however there is no way to export the list of 'Ready to Start' returns, nor even the specific imported 'Income Tax Client Report' as pulled by Partner Hub from the ATO. I'm aware that Xero matches clients from that report to existing…
2 votesThanks for taking the time to suggest this. A way to export the Ready to Start list and ATO Income Tax Client Report directly from Tax Manager could make annual tax data matching much more efficient.
Having both lists in CSV format could allow practices to filter, compare and identify discrepancies in bulk rather than checking each client individually.
I’ve updated the status to Gaining Support so we can continue tracking community feedback. If this is something you’d use, add your vote and share how you’d like the export to work.
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