1004 results found
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ATO - Medicare data
Grab all ATO online prefill data. Why exclude the data that shows how many days hospital cover was covered? Why not provide all the data that is available on the portal prefill pintouts? (Including previous year deductions and occupation etc)
7 votesThanks so much for raising this and explaining how you’re using the ATO prefill data. We’ve logged your feedback and will move it into our Gaining Support process so the product team can consider it alongside other work. At this stage there are no planned changes to how Xero imports Medicare and ATO prefill data, but your input is really valuable in helping us understand where improvements would add the most value..
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Xero Ask - a universal login link for ask queries
If my client is tech challenged and cannot figure out how to follow a signature request link from your emails, I send them the link to https://portal.xero.com/ and they can usually manage it from there. This appears to work for document packs too.
Can we please have a similar universal login link for ask queries?
1 voteHi Kerrie, 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! Cheers
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Keyboard Shortcuts - Restore the ability to open new tab with CTRL + click.
Please restore the ability to open XPM search results in a new tab using Ctrl + click.
I regularly use the search button in the top right of XPM to look up client names. While right-clicking still allows links to be opened in a new tab, Ctrl + click no longer works.
Ctrl + click is a much faster and more natural workflow, especially when moving through multiple clients, so losing this functionality has reduced efficiency. It would be great to have this reinstated.
1 voteThanks for taking the time to share this feedback with us 💡 We understand how important quick navigation is when you're working through multiple clients in XPM, and can see why losing Ctrl + click would interrupt a workflow that previously felt faster and more natural.
Even though right-clicking still provides a way to open links in a new tab, we appreciate that this adds extra steps and slows things down when you're moving between client records regularly. Small changes like this can have a real impact when they're part of an action you rely on throughout the day.
We've moved your idea to Gaining Support so we can continue tracking interest and better understand how many practices are affected by this change. Thanks again for taking the time to explain the impact so clearly — feedback like this helps give our team better context around the workflows that matter…
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XHQ - Filter by Staff Teams when Assigning Client Access
It would be useful to filter by staff teams when allocating access to a client in Xero.
We already have the ability to group staff into teams within Xero HQ, and it would speed up assigning access to large groups of staff members if we could use these teams when assigning access to a client in Xero HQ. This could be added to the 'Filter' option.
2 votesThanks so much for bringing this idea to our attention and taking the time to share it here 😊
We have moved this to Gaining Support as we can see the benefit of this.
This feels like a really practical improvement to the current workflow, and I can see how adding teams as part of the Filter options would make client access management much more efficient 🙌
The next step is to share this idea so more people can view it and add their comments too
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XHQ - Bulk amend access to File VAT returns
It would be great if we could remove access to Filing VAT returns for staff members from all client organisations that they have access to. currently we have to go into each individual organisation to remove this.
2 votes✨ Hi everyone,
Thanks for sharing your feedback on this idea.
We appreciate you explaining how clearer control over staff VAT access would help when managing client access across Xero HQ and client organisations.
We’ve reviewed this idea and are moving it to Gaining Support. This means it’s now open for votes and comments from the wider community.
If this would help your practice, please keep voting and share any specific examples of how this would improve your workflow. That extra context is helpful for our team when assessing impact and prioritising future improvements.
We’ll continue to monitor the support this idea receives and update the thread if there’s progress to share.
Thanks ✨
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XPM - Stop work alert
Please add a field at the top of the client page where you can clearly identify in BOLD RED if the client has a stop work/file on hold action. This is helpful for clients that have overdue fees or if they are clients that we require upfront payment for. This needs to be visible on this page so it can not be missed by anyone that may undertake some work who is not aware.
3 votesHey Amy, thanks for sharing your feedback and for explaining how an alert or “on hold” option in Xero Practice Manager would help you manage work for clients who owe outstanding fees. We’ve reviewed this idea and are now moving it to the Gaining support status so other partners can vote and add their own use cases. Your comments and votes play an important role in helping our product team understand the impact of ideas like this and how they should be prioritised on our roadmap. We’ll be sure to update this thread if there’s any change to the status of this idea in future.
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AU Tax - CGT Event Summary Report
Competitor software provides a summary of the CGT events from a tax return in a 'line-per-transaction' view that's easy for clients to view and understand. This is lacking since switching to Xero Tax.
1 voteHi Alex , we appreciate your feedback on how a dedicated CGT Event Summary report could make it easier to review and reconcile complex capital gains activity during tax prep.
Having a single report to view CGT events and supporting calculations could help reduce the need to work across multiple schedules and asset records. We’ve moved this idea to Gaining Support so we can track interest and share the feedback with our product teams.
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Client - Add a dedicated "Trading As" field to client's record
This request is for an additional “Trading As” name (or T/A) field to be added to XERO on “Contact” level. This T/A name must then also appear on the client invoices below the entity Legal Name. This T/A field must also be available separately on Client reporting level.
Examples of current problems we are experiencing:
The “Contact name” field is used to populate the name of the entity on the Invoices and various Reporting.This "Name field" in most applications or software programs must only contain the entity formal Legal Name. As several of our clients use a "Trading As"…
1 voteHi Juanita, thanks for sharing this suggestion. We understand that when you’re managing client records, having a clear way to separate legal names from trading names can be helpful.
The suggestion here is to add a dedicated Trading As / DBA field to contact records, so this information can be stored separately and be easier to find when managing invoices, statements, and client details.
We’ve moved this to Gaining Support so we can continue tracking interest and gather more examples from practices that use trading names as part of their day-to-day workflows.
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XPM - Return Type IR4J for Reporting
Including IR4J as a Return Type in report builder - Reposting
when we have a report that we would want to specify the type of return e.g. ir3, ir4 there does not seem to be the IR4J specifically for when we file a IR4J on its own for members apart of a consolidated group and only require to file their own imputation return.
It would be great if this could be included as this helps when reporting our internal filing stats.
1 voteThanks for raising this and outlining how a standalone IR4J return type in reporting would help you track filing activity across your group companies.
We’re updating the idea status to Gaining support ✨, so others can add their votes and share how this would fit into their own workflows. Right now there aren’t any confirmed plans to introduce this change in Xero Tax, but your feedback – along with future votes and comments – will be really important input when we’re reviewing and prioritising improvements in this area.
We appreciate you taking the time to raise this with us.
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AU Tax - Allow custom cover letters and document templates for CURNN forms
I would like to be able to create a custom cover letter to go with the CURNN.
2 votesHi Elaine, we understand that having more flexibility with client-facing documents can help practices keep communications consistent with their own branding and processes.
The suggestion is to allow custom cover letters to be included with CURNN forms, so the full client pack can be created in one place.
For now, you can download the CURNN confirmation and attach it to your own cover letter or template. We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of adding more document customisation options.
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Client - Search Using TFN & ABN
Xero announced yesterday that the search via TFN and ABN are now both possible from the Client list. I have tested and we can still only search by using the TFN. ABN search is still not working.
Is anyone else experiencing this same issue.32 votesHi everyone, thanks for sharing this idea. We understand that being able to quickly find client profiles by key identifiers like TFN or ABN would help when managing a large number of clients.
The suggestion is to allow TFN and ABN searches directly from the main search bar, making it easier to locate the right client without needing additional steps.
For now, you can use client list filters or reports to search and cross-reference these details. We'll continue tracking this idea and update you here if this progress.
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Company Accounts (UK) | Final Review Process
When using the new Xero Beta FRS102 IA module based in Xero blue, You can lock the accounts to be sent for signature. But this is not reflected in the Xero Company accounts and tax module on Xero HQ, where the lists of what has and hasn't been done for workflow is kept. It seems to continue to show in progress in the status bar as well. This is important for maintaining Audit trails of who does the review and when things can be sent out.
The final review on the CT600 is still there.1 voteThank you for raising the idea Francisca. We are still exploring the idea of introducing a review process directly within Company Accounts. However, we do plan to display much more about which team member has performed certain actions and when though to create a more visible audit trail throughout the product.
We have moved this Idea to Gaining Support so others can vote and comment and we can gauge the community interest.
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AU Tax | Trust Tax Returns - Multi business Worksheets
After discussion with Xero support it would be beneficial to have the option for multiple business worksheets added to the Trust Tax Returns.
4 votesHi everyone, thanks for sharing this idea. We understand you’re looking for a way to manage multiple business activities within a single Trust Tax Return.
The suggestion is to support multiple business worksheets within one return, making it easier to capture different business streams separately while keeping the tax file organised.
For now, some practices use external spreadsheets to consolidate and track this information before completing the return. We'll continue to track the interest on this idea here.
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Client - Add more relationship options
We have a number of Trust who now have "Special Trust Advisors" appointed by Deeds. I would like to be able to add in Special Trust Advisors as a relationship in trusts.
It would be really useful to be able to customise the relationship options in all business categories
9 votesHi everyone, thanks for sharing this idea. We understand you’re looking for more flexibility in how relationships between contacts can be recorded within Xero Practice Manager.
The suggestion is to add more relationship options, such as identifying roles like beneficiaries or corporate trustees, so practices can better capture specific client structures.
We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of expanding relationship options.
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AU Tax - Company business structure will pull the Physical address to the Dividends and interests schedule.
Company business structure tax returns should pull the physical address to the Dividends and Interests schedule, instead of the Postal address. It is not correct to put a PO Box or postal address in the schedule and you are not able to update the address field.
Currently only Partnership tax returns will pull the physical address to the Dividends and Interests schedule.
1 voteHi Julie, thanks for sharing this idea. We understand that having company details flow through to tax schedules automatically would help reduce repeated data entry when completing returns.
We hear the request for the company physical address to pre-fill into the Dividends and Interest schedule, so you don’t need to manually enter the information.
We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of improving data flow between company details and tax schedules.
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AU Tax - Automatically pre-fill PAYG instalments paid or raised into tax returns
It would be good if Xero tax is able to prefill the PAYG Instalments paid/raised in the tax returns.
4 votesHi Sharleen, appreciate you raising this idea. We understand that having PAYG instalment details flow through to tax returns would help make the process smoother and reduce the need to manually check separate records.
We'll continue to track interest and engagement for our product teams to understand the value of improving how PAYG instalment information flows into tax returns.
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AU Tax - Add a direct hyperlink to the client profile from the Tax Manager view
I love the new Tax Manager screen in XPM - with Ready to Start. It would be handy if we could click on the Client name to go to their record.
1 voteHi Mary, thanks for sharing this idea. We understand that having quick access to client details while working in Tax Manager would help make workflows smoother.
For now, opening the practice client list in a separate tab can help with switching between views. We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of improving navigation between these areas.
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Xero Tax (UK) | CT600 - Land remediation tax credit
Make it possible to claim Land Remediation relief against profits. Should be a simple box addition to the existing form layout. Similar to how R&D currently is where you can claim against profits but not claim the credit when in a loss position.
Top marks for if you can set-up both1 voteThis idea has now moved into gaining support 📌. At the moment, the current method is still to handle this manually while direct support is being worked on.
Thank you for raising this idea with us. We really appreciate the input, as it helps us better understand where changes may be needed and where future improvements could have the most impact. Feedback like this is valuable in helping inform meaningful product changes over time.
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AU Tax - Add automated assessment tracking and status flags for Trust returns
I have a number of Trust clients where we expect an assessment. The ATO takes a LONG time to issue these, so I think it would be good to have a similar Notice of Assessment flag like we do for individuals, so we can see which are still outstanding.
Not all trusts have assessments but we should be able to trigger this by the question on the front page of the return about whether the trustee has tax payable.1 voteHi Vicki, we understand how having assessment tracking for Trust returns, similar to NOA tracking for Individual returns, could help monitor outstanding assessments.
We appreciate the suggestion to use existing return indicators, like trustee tax payable, to help surface tracking statuses automatically.
We’ll continue to track the interest and feedback shared here.
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Client list - Add Practice Admin access as a column
We manage user access centrally across thousands of clients and hundreds of users, and Managing Staff Access in Xero HQ and in Staff settings is very messy, particularly when Client Names and Xero Organisation names differ.
Xero HQ only searches over the client name and legal name, so if the Xero Org name is different, we can't find it, and causes confusion and time wasting, particularly when trying to edit staff access.
Staff permissions screens only shows the client name (often truncated) which adds to the issue, so trying to provide a staff member access to multiple Xero Orgs is…1 voteHi Franca, appreciate your feedback here and wanted to share a little more information as we untie your needs.
Within the new Client experience it's possible to search the following fields from the Client list
- Client name
- Organisation name
- Legal name
- Business number
- ABN (AU)
- TFN (AU)
- IRD number (NZ)
- Physical address
- Phone number
However, as you noted it's not possible to view staff permissions from this view. I've slightly updated the title of your idea to reflect this.
Being open we don't have plans for adding the level of practice admin access to the client list however we'll continue to track and share if any plans are made with you here.
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