1203 results found
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AU Tax - Ability to change password for Outcome of Assessment(OoA)
see CX0014868568
can we modify the password settings?
we prefer dd/mm/yyyyor allow us to modify the password in whatever way we see fit.
the current method of dd-Mmm-yyyy with the first letter of the month being capitalise gets cumbersome for clients
1 voteHi Christopher, we appreciate you sharing this idea. We understand the value of being able to set a custom password for Outcome of Assessment (OoA) documents in Xero Tax. Having more control over how these documents are secured can help you align with your firm’s processes and better meet client needs.
At the moment, Xero Tax automatically applies the client’s date of birth as the password for OoA documents in dd-Mmm-yyyy format. While this works in many cases, we acknowledge the interest in having more flexibility — whether that’s for consistency across documents, improved client experience, or added security.
This idea is now in the Gaining Support stage. The community votes and comments help us understand how important this is to the wider Xero community and guide future product discussions. We’ll continue to monitor the feedback here and share any updates as they become available.
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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.
10 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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Workpapers - Auto calculate Interest Accruals
It would be great if Xero recognised Bank term deposits or Pie deposits, and could record the interest rate, compounding periods, and calculate accruals to balance date.
4 votesHi Paul, thanks for sharing this idea. Being able to automatically calculate interest accruals on bank term deposits or PIE deposits within Workpapers would definitely help save time and improve accuracy across your clients.
This idea is now in the Gaining Support stage, which means it’s on the product team’s radar for further consideration. The votes and comments from the community will help show how valuable this feature is to the wider Xero community and assist in shaping future updates.
We’ll keep you informed here as soon as we have any news.
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Workpapers - Ability to delete duplicate clients from the organisation list
When creating a new workpaper pack, clients appearing under the Organisation dropdown is taken from XPM (as a one-way sync).
It isn't possible to delete duplicate clients in Workpapers, even once they've been removed from XPM and the information has been synced again.
The downside is that the Permanent workpaper isn't brought forward from LY and there's no sync to XPM (as it's connected to the true client record).
The workaround is to edit the client name in the Settings (by putting a DNU or ZZ in the name), save it, then delete that Workpaper.
It would be preferable to…
3 votesHi Anthony, thanks for submitting this detailed idea for improving Xero Workpapers.
We can certainly see how having duplicate clients appear in the organisation list would be frustrating, especially when it prevents permanent files from being brought forward correctly. Your suggestion to have a two-way sync with XPM or the ability to directly archive or delete these duplicates makes a lot of 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 data management and workflow within Workpapers. 🙂
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NZ Tax - Tax returns show amount at Tax Pooling
Currently NZ clients can make payments to a Tax Pooling provider (e.g. Tax Traders or TMNZ) and they will sit in the Tax Pooling Providers account until transferred to IRD.
In the clients mind they have 'paid this tax' already, but when the tax return is prepared in XPM there is no sign of any tax pooling payments, and it shows the full tax liability.It would be great if there was a way to type in how much has been paid to Tax Pooling, and record this on the front page of the tax return so there is a…
3 votesThank you for this excellent and detailed suggestion regarding NZ tax returns and tax pooling payments.
We can certainly see how clients would find it confusing when their prepared tax return in XPM doesn't reflect payments they have already made to a provider like TMNZ or Tax Traders. Your idea to add a note or a specific field on the return to record this amount would be a great way to provide clarity and manage client expectations.
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 and client conversations around tax payments.
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Xero HQ - Copy all client tax details into their Xero organisation
Maybe I'm missing something (integration settings perhaps) but if I enter a personal tax client's details into Xero HQ, then only some of this pushes into Xero Blue and I have to re-enter certain details like client code, email address etc as well as new fields such as sales defaults. Similarly, not all of the data pushes into Xero PM and the UTR/NI number have to be entered again. Is it not possible to have a Xero HQ as the single point of entry which then updates all fields in Xero PM and Xero Blue?
3 votesAppreciate your feedback on how syncing more data between Xero HQ and your client organisations would be useful, Balley.
We'll continue to get an understanding of the interest for this here.
Just to note around your request for syncing data between Xero HQ and XPM - as you may have seen from recent news we are unifying the clients and staff experience across HQ and XPM in what will soon be Xero Partner Hub meaning all your client data will be synced and consistent. You can read more about this here.
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Personal tax (UK) - Ability to add payments already made
In Xero Tax, you can enter "Any other payments or credits on account" to show what a client has already paid towards their tax bill. But you can't enter a negative figure (i.e. a refund already received for a return that is being amended) and there is nowhere to add in any outstanding tax from a previous return etc so that the payments report factors this in.
It would be good to be able to have some additional boxes to show these please.
1 voteThanks for sharing your idea for being able to enter a negative figure for other payments. This is something our product team are currently exploring and we'll keep you updated on any progress for this, here.
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Report Template - Allow re-ordering of report codes in practice templates Sources
Given Xero's push for 'beautiful accounting' I find it very frustrating that the template report codes can't be re-ordered within their groups in the template reports and always revert to alphabetical at the client level, meaning every single client needs their custom reports formatting unnecessarily. Editing reports at every single client level for what I consider to be pretty basic formatting is really disappointing.
The practice level report template should allow for report codes to be reordered within their groups. I don't want rent, rates and utility costs to be at the bottom of the establishment costs section because they…
2 votesHey Gareth, we appreciate you sharing this idea and highlighting the extra time spent manually reordering report codes in clients’ organisations. It’s clear that a better solution would help your practice run more smoothly.
Right now, the only option is to reorder the codes manually within each client’s report. We know this isn’t the best solution and adds extra steps to your workflow.
This idea is currently in the Gaining Support stage, so it’s open for votes and comments from the community. The feedback will help us understand how many people this would benefit and how important it is to your practice. We’ll keep you posted here as soon as there’s any news.
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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…47 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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XPM - Client list rental property report
Generate XPM report to list clients with Rental Properties.
3 votesThanks for sharing your idea to generate a report in XPM that lists clients with rental properties. We can definitely see how that would make managing this group of clients much more efficient.
We're grateful 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 a dedicated rental property report could improve their experience with Xero.🙂
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Integration with Fusesign
We use Fusesign as our e-sign solution and it would be great to have the option to send a document directly into the signing software. We've seen a much higher engagement level with Fusesign than any other e-sign product as it doesn't require another login, it uses SMS/email verification instead.
A direct link would smooth out the workflow from the tax product > signing (and maybe even into client files in FYIDocs).
2 votesHi Matthew, it appears that FuseSign is already an integrated app Partner with Xero. As they've designed and built their integration with Xero themselves they'd it'd be best to approach their support to see if this is something they'd consider extending their integration for.
You can find their support contact details at the bottom of their app store listing.
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Report Templates - Trust tax rate 39% 2025 and 33% in comparatives in annual accounts tax note
The NZ tax rate for a trust's income tax has changed in the 2025 tax year from 33% to 39% when the taxable income in the trust is $10,000 or more.
At present we are not able to have a different formula in comparatives to the formula in current year, so a modification to the If( . . ) statement in the current annual accounts tax note cannot be made that would work for 2025 and comparatives.At the moment the only solution available per Xero Support is a custom line, with accounting staff manually entering the tax payable amount…
66 votesThanks for raising the idea with us here, community.
Currently, there's no functionality in Xero to have a single row have two different formulas for each column, or have two columns appear when grouped. (Example, the 2024 column cannot be calculated with 33% tax if the formula for the row is calculated with 39%)
Right now as Paul's noted 🙏, we'd recommend using a 'Custom' row in the Notes report and have the row heading be similar to 'Tax Payable (33% 2024, 39% 2025)'.
In doing so, you'll then be able to manually input the figures into this section of the notes report after you click 'Update layout'.
We don't have any immediate plans for developing this capability, but I want to assure you interest for this has been shared with our product team and we'll update you if there's any news.
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Workpapers - Add custom queries to custom workpapers
When creating custom queries, only the system default workpapers are available to add the query to. So when you are processing the workpapers, you need to manually move each query to its relevant workpaper, if you want it on a custom workpaper. Please add custom workpapers to the custom query creation list.
Alternatively - if queries were rolled forward from one year to the next, custom queries would only need to be moved in the first year.
1 voteThanks 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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Conditional formatting for client queries
Often the first question in a section is a yes/no - it would be good to hide the additional questions that result from the first answer, rather than needing to cover all bases with additional requests for the yes or no question. The shorter the initial list, the more likely the client will answer promptly and correctly.
1 vote -
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.
22 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 - Set historical staff capacity for accurate productivity reporting
The productivity dashboard does not have the functionality to automatically account for staff start dates. It calculates capacity for the whole year which does not work for staff commencing mid year. There's no functionality to set a historic capacity level. The workaround is to manually adjust the reporting date for the productivity dashboard to account for each staff's start date or use the Time Productivity Report as an alternative. I'd love to see this feature improvement / functionality in the future.
2 votesHey Julie! Thanks so much for sharing this suggestion for improving productivity reporting in Xero Practice Manager.
We've reviewed your idea about setting historic capacity levels, and it’s now open to gain support from the wider community.
Along with votes, other accountants and bookkeepers can now comment to share how this feature could improve their own practice's experience with resource planning.
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AU Tax - Return status
It would be great to have two additional tax return status values, to more efficiently support the typical workflows of busy tax agents.
Waiting on information - return cannot progress until the client provides missing info.
Rejected - return has failed review and requires adjustment before it can be lodged.
1 vote -
Workpapers - Customise the Queries portal to brand colours
The queries portal is nice, but its Xero Blue - we'd love to be able to put our own branding on things much further beyond our logo.
1 vote -
NZ Tax - Comparative Report for prior year
There should be a comparative report available for New Zealand tax returns. This already exists for Australian tax returns. It is an excellent feature that really assists with preparing returns and avoiding missing details from prior years. I would love to see this feature available for New Zealand tax returns. Thank you.
3 votesHi Emile, we're grateful for your engagement and for sharing this excellent idea to use comparatives in a return in NZ Tax. We agree that having a feature like this, similar to what's available for Australian tax returns, would be a fantastic tool to help ensure accuracy and streamline the preparation of returns.
Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero. We'll be keeping an eye on its progress.
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XPM reports - [Client] Group(s) criteria to show as dropdown list
When using the field [Client] Group(s) as a criteria in step 3 of report builder, you can only specify the relevant client group name in the text field. There's currently no functionality for a drop down list of client groups to select from similar to the clients field. Requesting this as an option
3 votes
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