1203 results found
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Subscription Management - Provide Cancellation Date on Cancelled Organisations
Provide a cancellation date on cancelled subscriptions. Just like it currently has "The organisation '' was originally created [DATE], it would be great to also have "The organisation '' was cancelled on [DATE].
2 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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AU Tax - Journal entry for Activity Statement
Instead of creating a bill when lodging the BAS through Xero - have the option to create a journal entry instead!
3 votesThanks for sharing your idea about how you'd like to see the Activity Statement function improved.
Now it's up to the community to get behind and support your idea. Make sure to share it with anyone who it could also benefit, so they can add their votes and comments too!
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AU Tax - Partnerships and trusts worksheet needs to include managed fund amounts
I have many clients with distributions from 'family trusts' as well as managed funds.
In an individual return the details are entered or prefilled as required, but the worksheet for Item 13 Partnerships and Trusts doesn't include managed fund distribution amounts. This leads to much confusion when clients see the worksheet at Item 13 and the amounts don't match. In this case the worksheet for Item 13 needed to be added to a separate managed fund worksheet six page later - and this was a simple return.
The worksheet at each question should show the amounts totalling the amounts reported.2 votesWe've Published Your Idea – Now It Needs Community Votes!
We appreciate you submitting your suggestion and outlining the key improvements you'd like to see.
It's now live! It's time for the community to weigh in and show support.
We encourage you to share this widely. In addition to upvotes, other members can now leave comments to provide further details on how this change would enhance their daily use of Xero. Every vote and insight helps us prioritise!
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Client - View Contact Salutation or alternate name
View salutation or an alternate name field
As many clients are addressed by a different name other than their legal/birth name, it would be helpful to be able to view their salutation, or an alternate name, in the contact section of the client, without having to go into the contact to see this information.23 votesHi team, we appreciate wanting to be able to see this information more readily available. While we continue to get a sense of the interest in this through the idea we'll let you know here if there are any changes planned.
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Practice Manager - Onboarding checklist for clients
It would b e great to have a general checklist or ability to create a checklist for client onboarding and ensure we get all necessary details as we set up a client
12 votesThanks for sharing this idea about the onboarding for new clients.
It's now up to the community to get behind and support your idea. 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 and Practice Manager.
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Clients - Search using TFN or ABN
We are not able to search for clients (whilst in the Clients tab) using TFN or ABN.
We are also not able to search using client's TFN or ABN when using Global Search.
TFN and ABN are unique search identifiers and will return the correct client every time.
46 votesHi everyone, thank you for your support on the idea here.
Right now, our product team are looking into the ability to search via TFN from the Client list.
They're in exploration atm, so I'll keep you updated on further progress here.
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AU Tax - Improve reporting for share acquisitions and disposals
For the capital gain worksheet, it can't enter the number of the shares sold and bought. Most of time, the shares sold and bought will operate in different time during the year, it is more efficient to have the number shares match between sold and bought figures.
And also can transfer the worksheet to another partner is they are 50%, reduce time to enter again.
1 voteHi all, we can see how improving the capital gains worksheet in Xero Tax could really streamline things.
At the moment, there's no way to enter the number of shares bought and sold separately, even though these often happen at different times. Being able to match share quantities across transactions would make reporting more accurate and reduce manual checking.
We've also heard similar feedback around shared ownership. A suggestion to allow copying or transferring the worksheet to another return has already been raised and is gaining support. We've added your vote to that idea to help show how useful it would be.
This idea is now in Gaining Support. If this would help in your workflow, feel free to vote or share your thoughts in the comments.
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AU Tax - Add Rental Property schedule to Company Tax Return (CTR)
In the company return you have the ability to create a new schedule.
Specifically, A rental statement to be included here:18 votesHi everyone, thanks for raising this idea. We know rental income and expenses are a key part of tax for many businesses, and it would be super helpful to have a rental property schedule within the Company Tax Return (CTR) in Xero Tax.
At the moment, there aren’t any rental worksheets for companies in Xero Tax, because the ATO doesn’t accept rental schedules on a CTR through PLS. That means this part of the return needs to be managed outside the system — which we understand isn’t ideal.
That said, we can see this idea is already getting some traction, and it's now in the Gaining Support stage. If this would improve your workflow, feel free to vote or add a comment. It really helps the team understand what matters most to you.
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XPM - Report for Prepayment or Miscellaneous Invoice
Hi there, we would like to have a report in XPM to show all the invoices. This would include the normal invoices and prepayment invoices(miscellaneous invoices).
2 votesHi Martin, thanks for sharing this idea! We totally get how useful it would be to have a dedicated report for prepayments and miscellaneous invoices in Xero Practice Manager. It could save time, cut down on errors, and make reporting a lot easier.
Right now, there’s no built-in option for this, and we know the manual workarounds aren't ideal.
This idea is in the Gaining Support stage — so if this matters to you, we encourage the community to keep voting and sharing their inputs! Your feedback really helps us shape what comes next.
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XPM - Work in progress reporting
within report builder have the option to exclude costs and timesheet jobs with no values on both items
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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AU Tax - Automatic filing
Why can't Xero automatically file signed returns once the client has signed the document? Should be a fairly simple update for Xero to manage automatic filing instead of a person having to tick all and click file. Has this ever been considered? Knowing the suspend date is used to hold back a lodgement.
2 votesWe understand you are interested in a return filing automatically with ATO once your client has signed the return.For now, the process remains that a partner needs to click 'File' in Xero Tax after the client has completed their e-signature. This is because the client-signing process happens through a Portal and not in Xero Tax,, and the final action of lodging the return is designed to be a deliberate, conscious step taken by the practice. We have no immediate plans to change this workflow. The current separation of the signing and filing steps is an intentional part of our design, ensuring the final lodgment is a secure and authorised action from the tax agent.
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Report templates - Minimise hidden notes
Report Templates - notes (text blocks and schedules) to be minimised/collapsed when they are hidden instead of just greyed out so they don't take up as much space
5 votesThanks for sharing, River. I'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!
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AU Tax - New Tab for All NON Lodged
Xero Tax should have another Tab to View ALL NON Lodged.
Right now you have to go to Draft, Completed, Approved, To Sign, To File - that's 5 tabs to see which returns and BAS are not yet lodged. All tab includes Filed. There needs to be a tab where you can view All Non Lodged excluding Filed.8 votesThanks for sharing your idea.
We've reviewed it and now it's up to the community to get behind and support it.
Do 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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Xero Tax (AU) - Job status automatically updating to lodged
Job Status - Updating to Lodged,
Wouldn't it be great if when a return, activity statement etc connected to job is actually lodged, that the job automatically updates the status to lodged.3 votesWe've reviewed your idea to automatically update the job status when a tax return has been lodged 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.
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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Xero Tax (AU) - Automatically add the ABN from the client record to P5 of the individual tax return
Any taxpayer can only have one ABN.
Why does Xero leave P5 blank when it could put the ABN (which is already in the client record) into P5 for me?
If you're worried about there sometimes being an ABN in the client record but there being no business that year and it needing to be blank.. then make it work the same as when I rollover from a prior period - last year's fields are rolled over but I can delete them if need be.
Same thing here - when I create the tax return, either:
- roll-over from the…9 votesThanks for sharing your idea to automatically add the ABN to P5 when completing the ITR.
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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Practice tools | Clients - Show number of notes from client view
From the initial client view, there should be a number next to the Notes section, to show that there are notes to look at (as there are for invoices, jobs etc)
9 votesThanks for sharing your idea, and letting us know that you would like to see the number of notes displayed on the client view.
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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AU Tax - set default print settings for your practice
It would be great to be able to set default print settings for the practice, especially by tax return type. Recently Xero changed the default and now I have an extra box to untick each time. Pain in the backside. Thanks
5 votesThanks for your idea, Sam. We'll get a sense of the interest in this from the community here.
If there are any updates planned that could improve your print options we'll be sure to let you know.
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Xero Tax (AU) - Warning to complete 13U tax losses and losses schedule
It would be beneficial for a warning to show to complete label 13U tax losses to be carried forward and/or when a losses schedule is required in a Trust or Company tax return when there has been a tax loss for the current year. This would reduce the risk that this label is inadvertently omitted.
2 votesThanks for sharing your idea, and letting us know the changes to Xero Tax that matter most for you.
We've reviewed your idea to include a warning to complete 13U tax losses and losses schedule 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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Practice tools | Staff - Ability to assign clients when inviting staff
Previously in Xero HQ you could invite a new staff member and immediately assign clients to them - This was efficient. Now the staff member has to accept the invite first before any clients can be assigned.
12 votesWe understand this is a feature practices may like to see. We'd like to get a gauge interest from beta participants that'd find this feature useful - Add your vote, share importance and any comments to share extra detail of how this would help your practice.
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Xero HQ - Restrict Access to Specific Client Groups by User Role in HQ
It would be great to have a feature that allows users to group clients within their HQ (or the main dashboard) in a way that only selected users with specific permissions can access certain client groups. This would provide more granular control over who can see and manage specific clients, making it easier to manage access for teams working on different client accounts.
This would be especially helpful for firms with multiple teams handling different types of clients (e.g., accounting, payroll, etc.), ensuring that only relevant team members can view and work on certain client groups.
Potential Benefits:
Improved data…
1 voteHi Rumyana, this is a thoughtful idea, and we can see how having more control over who can access specific client groups in Xero HQ would be useful, especially for firms with different teams handling various services like payroll, BAS, or advisory work.
The idea has been reviewed and is now gaining support, which means it’s open for others to vote and share how this would help in their practice. As support builds, it helps give the product team a clearer view of the need across different types of firms.
If there are particular scenarios or workflows where restricted access would make a difference for your team, feel free to add those as a comment. The more context we can gather, the better positioned the team is to understand the real-world impact.
We’ll keep an eye on how the idea progresses from here.
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