1203 results found
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UK Tax - Capability of amending CT600 forms for T-2 and T-3 years to take into account 3 year carry back on terminal loss.
Capability of amending CT600 forms for T-2 and T-3 years to take into account 3 year carry back on terminal loss.
3 votesHi Francisca, thanks for your engagement and letting us know the changes that matter to you.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.🙂
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XPM - Show Client Managers and Job Managers on main recurring job screen
Would like to have the ability to see both client managers and job managers on the main recurring job list screen, along with the ability to export this list.
2 votesHi Geena, thanks for this great suggestion for Xero Practice Manager.
We can definitely see how having both the Client Manager and Job Manager visible on the main recurring jobs screen would make it much easier to see who is responsible for what at a glance. Adding an export option for that screen is also a great point.
We're grateful for your engagement and for letting us know the changes that matter to you.
We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how this improved visibility on the recurring jobs screen could help their own practice management. 🙂
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Xero HQ - Client Insights - Ability to filter on GST registered / period
Client Insights - Ability to filter on GST registered / period please. This is so we identify the right clients to check if the bank account is reconciled and ready to review for GST filling.
2 votesThanks for sharing your idea to introduce GST filtering in Client Insights! We appreciate you telling us about the changes that would make a real difference to your work.
We've reviewed your suggestion and can see how filtering clients by their GST status and period would make it much easier to prepare for GST filing. Your idea is now open to the community to gain support.
Along with votes, others can now comment to share additional detail about how this feature could improve their experience with Xero. 🙂
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Xero HQ | Relationships - Improve Date selection
It would be good if you could scroll up past 2015 when adding a date on the relationships tab. Rather than having to press it, then reopen it to open up the next bit.
2 votesHi Francisca, thanks so much for submitting this idea — we really appreciate your feedback!
We understand how much smoother data entry would be with a more user-friendly date picker when entering historical dates in the Relationships tab in Xero HQ. Being able to quickly scroll or jump through years would save you time and make the process much easier.
Right now, the date picker requires multiple clicks to go back several years, which can slow things down. Your suggestion for an improved, intuitive date selector would make a big difference to your workflow.
This idea is currently in the Gaining Support stage. If this feature would help you, please consider voting and sharing your thoughts . Your support really helps us prioritise it with the product team.
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Practice Manager - A list of naming conventions for importing
It would be a good to have a full list of naming conventions so you can import client job etc data in bulk, without having to "guess" the title name.
1 voteWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero.
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Xero HQ - Include full client data (UK)
Extend the information in Xero HQ to include full client data.
Information that would be good to see on each client information schedule would be;a. VAT registration date, this is required for security with HRMC so needs to be in one place when contacting them.
b. VAT quarters (We do have clients that don’t use xero and this information is important)
c. PAYE registration details (Not all clients use Xero payroll and equally flicking between various clients bookkeeping systems when on the phone to HMRC is a bit irritating!)
d. UTR details for companies
e. Tax district for Both…2 votesThanks for sharing your idea for additional fields to show on Xero HQ.
We've reviewed your idea and now it's up to the community to get behind and support it.
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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Practice Manager - Ability to add additional time entries to a draft bill
Create the ability to update time entries for draft bills.
We often have a manager draft the bill and between the bill being created and it being approved by a director, there is additional time added to the job. If there was an option to refresh the bill to include all time before approval, rather than having to delete the bill and start again, that would be amazing!2 votesHey Sarah, thanks for raising this Idea with us, we appreciate the time you've taken. As you know with the XPM invoices once they are created you are not able to edit or update them to included tasks/time that have been added after. This is to reduce any duplicate billing and other errors that may occur and for auditing purposes. We have reviewed the Idea and have moved this to not in Pipeline as there aren't any plans to make any changes in this process in the current roadmap.
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XPM | Clients - Sync updates for joint bank account details
Joint bank accounts need to be listed in the financial institution details of both parties in XPM. It would be great to have them linked so only one client needs to be updated and the changes flow to the other client, and into the tax returns for both
1 voteThanks for your idea here, Michelle. Can see why you'd like a sync for this information across joint 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!
We'll share if there are any changes for you here.
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Workpapers - Refined User Roles
The User access for Workpapers is very poor. I find that I need to give the Staff high access levels in order to allow them to create and complete workpapers. Rather than just having a very basic Standard and Admin level, the names and levels of access should reflect more the sort of work that staff will be involved in. For example, you don't need to be highly qualified to set up a set of working papers for a new year that you can then work on, so staff members should be held up by needing line managers to initial…
1 voteHi Rebecca, thank you for this valuable feedback on user access in Workpapers.
We can certainly see your point. The current 'Standard' and 'Admin' levels can be too broad, often requiring you to give staff higher access than necessary just to perform routine tasks like setting up a new workpaper file.
Your suggestion to introduce more refined user roles that better reflect the actual work your staff are involved in is a great solution to improve both workflow and security.
We're grateful for your engagement and for letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how more granular user roles could improve their practice's efficiency.🙂
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Workpapers - User Management centralisation in XPM/HQ
Workpapers Practice Staff Management is not integrated with XPM/HQ. User access should be manageable the XPM so that all Xero owned products Practice Staff access can be managed in one area. This would allow practices to control their staff in one place, rather than having to add and remove staff separately in the Workpapers App.
2 votesHi Rebecca, thanks for this great idea about centralising user management for Workpapers.
We understand that having to manage staff access separately in Workpapers instead of in one central place like XPM or Xero HQ creates extra administrative work. Your suggestion to integrate Workpapers user management so you can control all practice staff access from a single location makes perfect sense.
We're grateful for your engagement and for letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how this feature could improve their practice's efficiency and user management workflow.
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XPM - Sync updated client information via Xero to the ATO Portal
It would be good if we could update client info changes such as change of address or bank account changes directly in Xero that would then update on the ATO Portal. Having used this in another accounting package, it is an extremely efficient process that make sure the client info is updated at both sites. Making these changes directly through the ATO portal gives no (or very little) audit trail.
22 votesHi Jo, thanks for sharing this great idea for improving practice efficiency. We understand how valuable a better audit trail and a more streamlined process would be for keeping client details up-to-date.
We've reviewed your suggestion to have client information updated in XPM, such as addresses or bank details, sync directly with the ATO Portal. This idea is now ready to gain support from other community members.
Along with votes, others can now comment to share how this direct integration would improve the workflow and data accuracy for their own practice. 🙂
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UK Tax - Ability to Select or Create Custom Disclosure Titles in Accounts (eg, going concern)
Currently, Xero only provides a generic “Additional Disclosure” box when preparing accounts in Xero Tax. However, there are many cases where specific disclosures are required, such as:
Guarantees and Other Financial Commitments
Going Concern
It would be highly beneficial to have the ability to either:
Select from a list of standard disclosure titles, or
Create a new custom disclosure title, which is displayed in bold in the final report—making the disclosures clearer, more compliant, and professionally formatted.
Benefits:
Improves compliance with reporting requirements.Enhances the presentation and clarity of financial statements.
Saves time for preparers by avoiding repetitive workaround text…
1 voteWe appreciate you submitting this insightful suggestion and detailing the improvements you need. Your idea has been reviewed and is now live, awaiting community support. To help us prioritize this change, please share the link with your Xero-using colleagues so they can vote and contribute further feedback on how this update would benefit their workflows.
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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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AU Tax - Non Depreciable asset to roll forward
Currently in Xero Tax, non-depreciable assets entered into the rental schedule do not roll forward into future income tax returns (ITRs), creating unnecessary manual data entry and inconsistency.
Suggested improvement: Add support to roll forward non-depreciable assets (such as land) within the rental schedule when generating the next year’s return to maintain asset continuity and save time.
16 votesThanks for sharing your idea in the forums here, Subegh and to those that have already shown support.
We are keen to get a better sense of the wider interest from the community in this, here.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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AU Tax - Expand Financial Mapping to Include All Tax Return Schedules
Currently, when mapping the chart of accounts from your financial statements in Xero Blue to the tax return labels in XPM, you can only map to labels in the business schedule section of the return.
This means that accounts relating to other tax labels, such as rental property schedules, or other deductions, must be noted as "do not import", and then entered manually.
It would be great if there was the ability to map these accounts, in addition to those relating to the business schedule, as it would lead to further efficiency gains for accountants using Xero's suite of products.
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49 votesHi community, thanks for engaging with this idea! It’s already gaining strong traction, and we can see how important this is to many of you.
We understand the value of being able to map general ledger accounts directly to all tax return schedules in Xero Tax, not just the business schedule. This improvement would go a long way in streamlining tax workflows, increasing efficiency, and reducing the risk of manual entry errors.
The idea is now in the Gaining Support stage. Your continued votes and comments help highlight its importance and guide our product team's priorities.
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Xero HQ | Insights - YTD comparatives
on the Insights tab, be able to also compare YTD vs prior YTD
8 votesHi Serena, thanks for your suggestion to add year-to-date comparatives in the Insights tab in Xero HQ.
We’ve reviewed the idea and it’s now been marked as Gaining Support. This is a useful request that could add more context to client performance and make the Insights tool more valuable for advisory work.
We’ll be keeping an eye on how much interest this generates. If this feature would be helpful in your practice, feel free to add your vote or share how you'd use it, that kind of input is always helpful.
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AU Tax - Bulk selection and status updates
Returns Management User Interface (UI) - "All" Tab Improvements/Customization
To improve handling returns by adding bulk selection and status update functionalities on the "All" tab of the Returns Management interface. Also, suggesting having a customizable UI to best fit our workflow preference.
Key Features:
Action Buttons
- Located in the table header, these buttons perform bulk actions such as "Approved", "Out to Sign", and "Sign". They remain disabled unless one or more return items are selected.Checkbox
- Each return item has an associated checkbox to allow selection. By default, these checkboxes are unchecked.Select All / Deselect All
-…40 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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UK Tax - Detailed Balance Sheet in statutory accounts for Micro Entities
Ability to generate a detailed Profit and Loss and Balance Sheet in the Statutory accounts for micro entities.
2 votesWe're thankful for you sharing the changes that could make using Xero Tax more impactful for you and your clients, Doina.
As you've mentioned 2 separate reports I've split your idea so we can get an understanding of the community interest in each and keep you updated if there are any plans made.
I've renamed this one specifically for a detailed Balance Sheet and you'll find another for a detailed Profit & Loss over here.
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UK Tax - Settings for MTD messages and dismiss for clients who don't use it
It would be good to have more control of the error messages, and ability to dismiss these for specific clients. This would reduce noise for clients that you do not do VAT for.
6 votesThanks for sharing this idea, I can see how you'd like to get more control over them, such as removing them for clients where it isn't relevant.
We've reviewed this, and now it's up to the community to get behind and support it.
You might like to share your idea with any colleagues that this could benefit, so they can add their votes and comments too!
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UK Tax | Jobs - Automatically link tax return created from a job
When a tax return is created from a job you need to manually link this to the job once the tax obligation is created. It would be good if this automatically linked to the job like AU and NZ
2 votesHi team, we appreciate this idea being raised with us and would like to gauge interest from the community for auto linking a return that's created form a Job.
Please add your vote if this is something you'd like to see too!
- Don't see your idea?