1203 results found
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Document pack - Select email to receive notification for signed pack
A way to have the notifications for signed packs be sent to a specific email address.
For example:
x creates and sends the pack but y is notified when it is signed.21 votes -
Practice tools - General feedback on the new update
As a client who uses XPM every weekday, I wanted to provide some considered feedback on the most recent update.
I intentionally used the updated software for several weeks before writing this, to ensure my feedback was fair and based on real, day to day use. Unfortunately, despite giving it a genuine chance, the update has not met my expectations. In my experience, the software has become less efficient and more inconvenient to use compared to the previous version, which I found to be extremely well designed.
Below is my detailed feedback.
Client Page Layout & Visual Design:
The updated…20 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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AU Tax - Superannuation Lump Sum Tax Offset
Hi,
When completing Deceased Estate returns in Xero Tax, it seems as per the screenshot provided the newly added estimates does not calculate the Super Lump Sum Tax Offset given the complexity and nature of the Lump Sums.
Is there a way to have Xero Tax calculate the estimate with the Super Lump Sum Tax Offset taken into consideration as it has been in the past on MYOB? This way we can obtain a more accurate estimate of the tax payable for the Trustee.
Thanks,
20 votes -
XPM - Import Job Budgets
We'd like the ability to import job budgets at the time of importing new jobs. The budget field seems to be a standard field for jobs, so I see there would be no reason we can't add the budget at the same time of the import.
20 votes -
Xero Tax - Confirm the Foreign Income Tax Offset Calculation in Xero
Whilst this currently auto calculates, there is no calculation in Xero to confirm the return has the correct amount. This has to be checked manually, which can leave room for errors and requires extra work by users. It would be more efficient if the system could check this.
20 votes -
Xero Tax (AU) | Include Company PAYG instalment as part of the return
Currently this is required to be added as a worksheet. We would like to have this as a standard part of the return (like individuals)
20 votes -
Practice Manager - Keep user signed in when moving between the 'Clients' & 'Jobs' tabs
We are finding staff are regularly being logged out of XPM when they move between the 'Clients' tab & the 'Jobs' tab. When this happens it asks staff to log back in, but we are finding it is taking them to random different areas of XPM instead of back to where they were. i.e Setting up a new organisation page, in the middle of a client file etc. This appears to be a basic functionality issue that needs to be fixed.
20 votes -
Xero Tax (UK) - Add CAI (Chartered Accountants Ireland) as an option for Accountants' Report type
As a UK accountancy practice based in in Northern Ireland, it would be great if our Regulatory Body, Chartered Accountants Ireland was available for us to choose as an out of the box Accountants Report. This would then allow us to use this for Company Accounts and then to use the 'default report' option for Sole Traders, who require a different type of Accountants Report.
20 votes -
Xero HQ - Add a Chart of Accounts for use with SMSF's (self-managed super fund)
Have a chart of accounts to be able to use for SMSF's
20 votes -
XPM - Report on Fee from Refund Field
Enable reporting / export for the 'Fee from Refund' field under Tax under the Tax and Company section in clients.
The other fields in the ax and Company section are available in the Client & Contact Report Builder, however this field is overlooked. I understand that there is a 3rd party request to have this field included in the Client API.
20 votes -
Practice Manager - Automatically add a Task to automatic Activity Statement jobs
It would be great it we could have a Task automatically added to the auto-generated job when we have the 'Create Activity Statements on a newly generated job' option checked.
20 votes -
XPM - Relationship option for 'Unitholders'
In XPM there is currently no option for Unitholders in the Relationships section. Currently need to use either Shareholders or Beneficiaries so that information flows into Group Structure charts that receive data from XPM, neither being ideal particularly when sending that chart to banks.
Request that a Unitholder option be added to the Rekationships.
20 votes -
AU Tax | Company Return - Pull Client ABN, ARBN Field
When doing a CTR for a client that has an ARBN. There is no ARBN field to enter this detail for our client.
Can you please create a ARBN field and for this to pull from the clients details onto the CTR - as per the attached screenshot of the CTR20 votes -
Activity Statement - pre-populate W1 and W2
Pre-populate W1 and W2 fields in the Activity Statement when using an outside payroll program. This would save time and reduce errors.
20 votesHi community, thanks for engaging with us on how the prepopulation of W1 and W2 fields would improve efficiencies when preparing and filing tax with Xero.
We're currently working on prepopulation of these fields where these would be generated from the ATO prefill.
I'll be back to share another updates when this rolls out to partners on Xero Tax (AU).
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Practice Manager | Client - Add Non Active to Return Type
Ability to add "Non Active" into return type when setting up clients in XPM for entities who are on our tax agency list but do not have to file a tax return.
20 votes -
AU Tax - Ability to set up alerts / notifications for tax returns
Ability to have alert when action is required for a tax return
Purpose: being able to react and action items quickly when needed. Prompted rather than manual checking.
20 votesHi everyone, thanks for your feedback on this idea. We appreciate you sharing how important proactive notifications could be for managing tax returns efficiently. We've moved this to Gaining Support, which means the community team have reviewed the idea and it's now open for community support through votes and comments. This is a great opportunity for others to add their voice and share how this could help their workflow. Keep the feedback coming!
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Xero HQ - Ask history
To record details of queries sent from Xero Ask such as
- created date
- Who created
- date sent
- who sent it
- recipients that received the queryPurpose: This would be helpful when a client says they have not received a query
20 votesAppreciate wanting history for Xero Ask queries.
This was briefly looked into, however I do want to confirm that there are no plans for developing history for Xero Ask at this time.
We'll move the status of this idea back to submitted and continue to get a sense of the interest around this, here.
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Xero HQ - Filter staff list to active users only when assigning client access
Since the recent updates in Nov/Dec 2025, when adding staff access to Blue Xero clients in Xero HQ, the staff list now shows ALL staff members, including those who are inactive or no longer working. Previously, only active staff were displayed.
Having inactive and former staff appear in this list creates unnecessary clean-up work, as these users must be manually removed. Restricting the list to 'active staff only' would improve usability and reduce the risk of incorrect access being assigned.
19 votesThank you for sharing your feedback and highlighting the features that are most important to you.
Your suggestion has been reviewed and is now open for community voting. We encourage you to share the link with colleagues who might benefit from this change so they can add their support. In addition to voting, other members can now leave comments to explain how this improvement would enhance their Xero experience.
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Clients - Ability to merge contacts
Ability to merge contacts
19 votesGreat to be getting all this detail on small changes that would make a big difference for you managing clients in your practice.
We'll continue to track the support this idea receives and I'll let you know if there are any updates planned.
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AU Tax - Enable Rollover of Dividend and Interest Schedules for Non-Client Shareholders in Xero Tax
Enable Rollover of Dividend and Interest Schedules for Non-Client Shareholders in Xero Tax
19 votesHi everyone 👋 thanks for your continued feedback and for sharing your thoughts on this idea. While this idea is not currently on our development roadmap, we are always reviewing feedback to help us shape our product priorities. As a workaround for now, you can use the existing data roll-over function for client shareholders and then manually adjust the details for non-client shareholders. We'll be in touch with another update if there is any change to the status of this idea.
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