967 results found
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Xero HQ: View client lock dates in HQ
It would be great to show the lock dates from each client's Xero file in HQ. Visually, it would be very similar to the Year End column, and likely not enabled by default.
This would allow Advisors to easily identify clients that don't have prior periods locked, and then go into those files and correct it. This would increase usage of this important data protection feature and reduce errors caused by inadvertent prior period adjustments.
18 votes -
Personal Tax (UK) | Spouse link to automatically update joint income
A link between spouses to automatically update joint income so as to avoid posting the same information on each return and reduce the time spent on each return
30 votesHi everyone, thanks for the continued engagement and support in this idea.
While this is something we'll keep reviewing for Xero Tax(UK) there are no plans for adding spouse links right now.
If there's any development planned for this in Xero Tax(UK) we'll be sure to share an update with you all, on this idea.
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Practice Manager | Client Report - Include primary contact
Would be great to run a report which shows the primary contact for each client. Currently no functionality to report by primary contact.
96 votes -
Xero Tax: Generate and complete NRIDRAR report
Ability to complete the 'NRIDRAR - PAYG withholding from interest, dividend and royalty payments paid to non-residents – annual report' direct from Xero
Complete in a similar manner as to how 'Taxable Payments Annual Report' is completed
18 votes -
Workpapers - Integrate with the Xero trial balance
Integrate workpapers module into Xero with direct links to the Xero trial balance. Importing the trial balance is impractical and time wasting and the allocation of the account balances within workpapers is dependant on the report code allocations. You should have to option to view all the account balances and the net profit or loss from the trial balance when viewing workpapers to ensure all balance sheet accounst are included.
97 votes -
Xero Tax(AU) - Audit Trail for changes to a tax return
We suggest to add the option to view TAX return versions when modifications are made to the return.
We have found through our work that is an URGENT need to track changes made to returns for efficient audit and accountability.10 votes -
Xero HQ | Subscription - Ability to import client codes for billing
It is not really Xero HQ, it is in MyXero dashboard and in subscriptions where you can input a client code. This is the code that then shows on the CSV file attached to the monthly Xero bill for client subscriptions. At the moment this client code can only be input manually. We really need the ability to export client subscription list and re-import with a client code so that it would make allocating client Xero files for billing easier each month. At the moment this is a manual task that can only be done by someone that knows which…
13 votes -
XPM: Move invoices from one job to another
I have two situations where the billing in the financial part of the system was being charged by staff rate instead of by task rate. I am not sure why this occurred - possibly human error. So I created new jobs and tried to move the paid progress invoices to the new jobs but it isn't possible. Is there any way that we can move invoices in XPM from one job to another?
8 votes -
Practice Manager | Report Builder - 12 month option in Monthly Summary reports
In XPM Report Builder, for "Monthly Summary" report types, there needs to be an option added for 12 months of data to report.
This would allow a full financial year's worth of data to be summarised monthly where required.
9 votes -
Xero Tax (UK) | Automatic calculation of farmers averaging adjustment
Farmers averaging schedule on personal tax. This is an averaging adjustment over 5 trading years and is essential for our farming clients.
46 votesHi everyone, we appreciate your interest and contributing to the idea here.
While this is something our teams are keeping a close eye on, we want to be honest that for the time being we do not have any plans for developing automatic calculations for this with Xero Tax(UK).
Atm, we're waiting to see how HMRC will support farmers averaging within MTD IT before making any plans to develop a solution within Xero. We will share if there are any updates surrounding this for you, here.
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CA Tax - Separate accounts for GST & PST
I would like to see GST and PST in separate accounts not lumped into one account.
39 votes -
Personal Tax (UK) | Add ability to track capital allowances
In personal tax there appears to be no provision to enter capital allowance for self employment in the form of a schedule which personal tax can keep year to year. This would help when writing down existing assets as well as adding and claiming for new assets differentiating the assets between main pool/special rate pool and assets with a personal use element to enter the percentage to apply.
26 votesHi team, thanks for our ongoing engagement. I can confirm we've started working on this. We're building the product so that it will be usable with personal tax, partnership tax and MTD IT in the future. We'll keep you update on the progress for this, here.
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Workpapers | Analytical review P&L worksheet - Ability to add annotate line items
It would be good to have a discussion or description section against each line item in the Analytical review workpaper. Allowing for "oddities" to be cleared. Making the review process easier.
18 votesHi community, we're excited to share that the ability to add notes to all line items will be soon available to all in new Xero Workpapers! We're starting the rollout to our Australian partners, and will go wider to other regions in early 2026. Thanks again for your feedback and we'll round back to confirm when live to all Partners.
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Document Packs - Archive once Completed
It would be great if Document Packs could be archived once completed.
21 votes -
Xero Tax (UK) | CT600 - Amend with HMRC with NO accounts to be attached
With the UK corporation tax submission, we should have an option to choose to include accounts with amended CT600 or not?
8 votes -
Practice Manager | Add Non-Clients for use in a Relationship
In XPM at the moment a Client is either "Active" or "Archived". The relationships function could be extremely powerful if we have the ability to add a "non client" in order to use them to define a relationship. For example, at the moment we can only add directors to a company where the directors are also clients. For us it means that our relationships are on average only 50% complete as on average only 50% of the related parties are also clients with us.
We do not want to add these instances as full clients with us because it will…
50 votes -
Xero tax (UK) | Sole Trader Accounts - Ability to generate a report without a balance sheet
When using Xero tax for sole trader self assessments, and importing the Xero sole trader accounts, it would be so useful to generate reports that don't include the balance sheet, i.e. it would be better if one could edit the reports according to an individual requirements/reporting needs.
78 votesHi community, thanks for continuing to share interest in this idea with us here.
As many will be aware we've developed a new Accounts production tool for Xero Tax available to all Xero Partners.
Currently within Personal Tax there remains the ability to directly import a Profit & Loss into the self-employment worksheet. However, with an outlook of further developing our new Accounts production tool, Sole trader accounts will be something we eventually work into this.
Right now, there are a few other things in the pipeline before we get to this, but I'll be sure to keep you updated here of development for Sole trader accounts.
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AU Tax - Depreciation Schedules unlinked
Ability to have separate and unlinked depreciation schedules available in Xero Tax a still print a depreciation report would be very useful. At times there is no requirement to link a depreciation schedule to a particular area with the tax return (it may not be relevant for the current year however is required in future years) or the schedules relates to two areas within the tax return. I have circumstances where rental assets has differing ownership percentages which causes a nightmare using the current depreciation processes.
60 votes -
AU Tax: Colour code text to distinguish between refundable and payable amounts
Just a simple one, but it has something I've spoken to many Xero account managers over the years.
When preparing a tax return, you currently see an amount payable or amount refundable in text, and the dollar amount in bold black next to it.
I feel that it would be a simple, yet positive change, to have the dollar value display in green when there is an amount refundable, or red when there is an amount payable. The colour system ensures that there can never been any mistake when quickly glancing at the dollar amount, for instance, when doing a…
10 votes -
Xero HQ: Send Engagement / Disengagement letters from Xero
We would like to upload our own Engagement/Disengagement Letters/Privacy Notice, etc into HQ, is this something that would be useful for other Accountants/Bookkeepers? Are there plans to be able to do this in the future?
9 votes
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