1204 results found
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Practice Manager | Reports - Sort by Staff in WIP Ledger
Would be great if we could sort by staff in the WIP Ledger reports. We can select staff it in the fields but not criteria. Would be good to provide reports to managers for their staff only.
18 votes -
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.
18 votes -
XPM: Include 'Client Type' field in the csv template for bulk upload
The Client Type field is for segmentation of clients, but it isn't able to have data imported into it. Please change this so that we can import client segment data into the Client Type field.
18 votes -
Xero Tax (UK) | Company Accounts and Tax Return - option to have a blank date
Could we have the option to send out accounts and tax returns without a date on them, so that when the client signs them via E-sign options, the date can be updated to reflect the date they signed?
We have been embracing Xero Tax for all our company accounts and tax returns this year, to really identify what still needs to be addressed and provide that feedback before we abandon our existing software.
18 votes -
Document pack - History of reminders sent in Tax
Document Packs when resent do not update the "History" in Xero Tax. This means that the most recent reminder in Xero Tax can actually be much more older than that from the Xero Document Pack
Would be good to see the history in Xero tax use the dates from the reminders sent in the document pack instead of having to leave Xero tax to find out.
18 votes -
Clients search - Business Name/Previous Entity Name Search Capability
Hi,
It would be nice if the software could search by a entity's registered business names or previously know entity names and it bring up the current company file.
We are able to add previous names or business names to the custom fields under a company's profile, but unless you know all the names by memory it can be hard to match up clients when you receive correspondence address to the business name and no ABN is mentioned.
Currently when this occurs we have to either search ABN lookup or ASIC register and trying to get relevant information we can…
17 votesHi community, thanks for sharing your interest through this idea. We recently announced the Xero Partner Hub at Xerocon. It encompasses many improvements for our partners to be able to move more efficiently and serve clients. One of the changes that accommodates part of the idea here is that you'll be able to search the Client list by a clients organisation name, or legal/trading name as mentioned on this related idea.
We appreciate there may be some practices using custom fields for this data and we want to be open that custom fields will not be searchable from the Client list. We have another idea for searching custom fields that you can join and follow for updates. You can find out more about Xero Partner Hub from our website.
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XPM - Client WIP view
When reviewing WIP for a client you can't see the title of each job without clicking in to it. Could we please make the job column wider so we can see what the job is without opening it.
17 votesThanks for sharing with us here in Product Ideas, everyone.
We're working on modernising the client record user interface(UI) and your idea here is being worked into this change.
We'll first be making this available to our UK practices, with the aim of eventually expanding this to all regions. I'll be back to confirm as this starts to roll and give more detail of the change.
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Workpapers - Add ABN on Financial Reports.
Some banks require the ABN or ACN to be present on all pages of the Financial Reports supplied to them. Currently, the only way to do this is to export the report to Excel and then painstakingly type the ABN/ACN in to every single page.
There should be an option to toggle this on/off. Alternatively a field type that pulls the ABN from the company file would be suffice to add to the report template.
Please see attached an example on the footer of a report page.
17 votes -
NZ tax- Student Loan overseas borrower repayments
Overseas Borrower Student Loan repayments have different payment dates (30 September and 31 March), there is currently no functionality within Xero Tax (NZ) to manage these payments. I understand it is not possible for the system to calculate the repayment amounts as these are determined based on the loan balance, but if there could be an override amount like for Provisional Tax that would be useful, instead of having to track these borrowers manually.
17 votes -
Xero Tax XPM - calculate the estimated PAYG instalment payable in SMSF Tax Returns
It would be good if Xero Tax calculated the estimated PAYG instalment payable in SMSF Tax Returns as we use this to inform our clients of what amounts they are up for in the new financial year, a very important piece of information for them to consider re timing and amount of cashflow outgoings. Xero Tax does it for individuals so not sure how difficult it would be to make it apply for all entities subject to the PAYG Instalment system.
17 votes -
Practice Manager - Include Archived clients in the Search and API
XPM include archived clients in XERO search / list endpoints. Similarly, to how contacts in the accounting API are handled by passing the includeArchived=true query. This will allow clients from XPM with a status of ARCHIVED to be included in the response.
17 votes -
Xero Tax (AU) | One click tax estimate
One click tax estimate.
We often just print a tax estimate and it would be great to have one button for the tax estimate rather than having to unclick all the other options in the print menu.17 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
17 votes -
Workpapers - Ability to edit Internal queries
Ability to edit review point, internal query and client query responses.
Currently once you click reply to an Internal Query or review point or client query in workpapers there is no option to edit. This is frustrating if you make a spelling error or accidentally respond to the wrong query. It would be great to have the ability to be able to edit these responses if necessary.
17 votesWe appreciate the interest and attention around this idea, team. As you might've heard, at Xerocon we announced our new Xero Workpapers.
Taking on board feedback from our community to develop this, new Workpapers provides the ability to edit internal queries in Workpapers. We're excited for you to try this new experience and have just begun rollout to Australian partners, with other regions soon to come in 2026. Thanks for sharing how this feature could benefit your practice. We'll return to share once rolled out to 100%.
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Document Packs - Import into Workpapers
After receiving the year end document pack with Financial Statements and Tax returns signed from the client, I'd like to be able to immediately import this into the Financial Statements and tax returns area of Workpapers.
17 votes -
Practice Manager - Search custom fields
Search functionality for custom fields, i.e. custom field: Trading Name can be searched via XPM search function.
17 votes -
XPM - Ability to lodge NLA for TPAR
Add the Ability to lodge NLA for TPAR using Practice Manager, allowing clients to sign the NLA and submit to the ATO. The ATO now allows the submission online for multiple years in one Submission, we would like to use PM to submit all ATO forms and advices. https://www.ato.gov.au/business/reports-and-returns/taxable-payments-annual-report/lodge-your-tpar/tpar-non-lodgment-advice/?=redirected_TPARnilreport
17 votes -
Practice Manager - RECURRING invoices in XPM
It would be great to have the ability setup recurring invoices directly in XPM for annual agreements rather than "pushing" recurring invoices similar to setting up recurring jobs in XPM.
17 votes -
Xero Tax - Print Tax Summary as a separate report
Trust Tax Return Reports - Summary Only and Summary and Worksheets - to be able to print the Trust Reporting Requirements pages (Annual Accounts information, Settlor & Beneficiary disclosures) as a separate report. The Summary Only and Summary and Worksheets Reports be as previously, that is the one page summary of income & tax (plus Worksheets when selected).
17 votes
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