1151 results found
-
XPM - Sync unique account number from Xero to XPM.
Account number to be synced to XPM from Xero. This unique account number/code is very useful and would be great to be automatically synced. Further, if, just like in Xero, it is a set field in XPM that notifies you when you are duplicating a code that has already been used for another client.
15 votes -
Practice Manager - Report on client bank details inc fields BSB, Account number, Account name.
Would be great to create a report in XPM that shows client bank details so we can identify clients that are missing bank details and need to be followed up. This would also avoid the issue with tax returns being lodged with no bank details recorded.
15 votes -
Xero Tax (AU) - Map Tracking categories in tax return
Allow mapping of tracking categories in Xero Tax.
Xero Blue is better catered for tracking category use as opposed to subaccount creation, however, tracking categories from Xero Blue are unable to be mapped in Xero Tax. Therefore, manual entry is required to populate multiple schedules in Xero Tax.
Example:
• Client has two Rental Properties, therefore will have two Rental Schedules in the ITR
• Income from both properties is mapped to a singular GL Account ‘Rental income’
• The Income in Xero Blue file is segregated by tracking category option, e.g.
o Tracking Category: Property
o Category Options: Property…15 votes -
Workpapers - Carry existing packs forward when creating new ones
The entire workpapers function is inefficient and burdensome. It would be much better to have packs carry forward when creating new packs so that you don't have to add all the notes and work papers back each time. When you roll a work paper pack, having to check & uncheck all the irrelevant sections is a waste of time that would also be alleviated by just being able to roll the prior period pack. The ability to use excel sheets with linked data to the accounts in Xero would be greatly beneficial. Another aggravating and time consuming issue is not…
15 votesHi team! We're happy to announce that the ability to roll forward existing workpaper packs, URL's and Notes is coming with our new Xero Workpapers. This new solution leverages permanent documents, and has improved data preservation to help minimise the manual rework each year, and get a head start with rolling over key information from previous years.
We're planning ongoing enhancements to this new solution to ensure your workflow is robust and intuitive. We're starting release to our Australian partners now, and other regions will have access from early 2026. We'll keep you updated as the launch for this goes wider.
-
NZ Tax - IR3B Business Schedule with Fixed Asset Schedule
Given Xero has an IR3 Rental Schedule form and Home Office Work Papers why does the business schedule workpaper only have line by line capability and not a business schedule equivalent to IR's IR3B business schedule? Why is this helpful, it means we have the ability to put in front of the client not only the income and expenses relating to their small enterprise (i.e. usually don't warrant an accounting product) and provides traceability for fixed assets and depreciation claimed.
15 votes -
Personal Tax (UK) - Tax adviser details
Ability to auto-fill tax adviser details for all clients (as agents) rather than manually adding the details for each tax return/year.
15 votesHi everyone, thanks for the on-going interest and engagement in this idea. As mentioned in our last update - tax adviser details will roll forward into the next year for each client, once added.
However, our product team do appreciate how auto-filling the tax adviser details would make things more efficient.
While we don't have immediate plans, this is something our teams are taking a closer look into solving for Xero Tax (UK) Personal tax.
I'll be sure to come back and keep you updated of any progress in this space.
-
AU tax - Split husband and wife interest income
It would be wonderful if we could transfer interest, dividends, annual trust distribution information, and capital gains between a husband and wife (or partners etc) when the accounts are held 50/50 or 1/3 25% etc without having to re-enter the schedule into the other party's tax return.
Link the partners together like it does with a rental schedule.
15 votes -
VAT Returns: Submit for client approval through Xero
I really would like to see an easy way for asking clients to approve VAT returns, rather than downloading the returns and emailing clients.
15 votes -
Xero Tax(AU) | Tax returns - Include cents in HELP repayment calculation
I have noticed that Xero rounds the HELP repayment to the nearest dollar when estimating the tax outcome for individual tax returns however the ATO does not round the HELP repayment when issuing the notice of assessment.
Can Xero update the HELP repayment calculation to include cents instead of rounding to the nearest dollar?
15 votes -
NZ Tax: Customise style on tax return PDFs
Being able to style pdf versions of Taxation Returns like you can with Financial Statements in Xero (i.e., custom watermarks, print with/without branding etc.)
15 votes -
Practice Settings | Time & Productivity - Option to show Saturday/Sunday
Change Capacity under Settings/Practice to allow for Saturday and Sunday so that on the Dashboard for Time Summary the time entered on Saturday and Sunday shows and is reflected in the Productivity circle on the Dashboard
15 votes -
XPM - Bulk edit Milestone
Bulk edit milestones
I am trying to utilise the Important Dates page in the Job Manager and there is older jobs that are clogging up the page with overdue milestones that no longer apply. How to I remove all of these in a bulk process? There is over 3000 milestones that need to be removed. Currently support has told me there is no way of doing this apart from deleting each milestone on each job one by one.15 votes -
AU Tax - Running balance available in Xero Tax to check amt payable
It would be great to be able to see the balance owing once the BAS is submitted....have a client in credit and had to log on to my OSFA portal to check the running balance to let them know whether they had to make a payment yet. Would be great to get this data into Xero tax somehow. Anything that avoids us having to use the ATO portal is a great move
15 votes -
Xero HQ: Ask - Preview attachments
Ability to preview attachment before downloading it.
Purpose: Good for clients who want to preview the document without having to download it.
15 votes -
Practice Manager - Allow spaces in Director ID fields for better readability
Allow space in Director's ID for easy reading.
14 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.
-
Xero Tax - Allocate a percentage of Trust income to beneficiaries from Trust tax return
Would be good to be able to allocate Trust income to beneficiaries as a percentage of all income types.
14 votesWe're grateful for your engagement Joanne! Thanks for letting us know the changes that are important to you.
Our Community have reviewed your idea and now it can gain support from other community members.
You can now continue to add more details about how this would help your business in the comments section, and gain votes from the community.
-
Practice Manager - Export Client Insights to Excel
Client Insights - Exporting to excel for further analysis (e.g. by manager)
14 votesThanks for sharing this idea, I can understand how this might be useful.
Now it's up to the community to get behind your idea, and add their vote and comments to support it. You might like to share this idea with any colleagues that it could benefit, so they can join in too!
-
NZ Tax - Submit a Tax Return Amendment
Similarly to iFirm, would be great to be able to make amendments to the return in Xero, mark it as an amendment, and then file from Xero rather than having to make the amendment in MyIR, then make the same amendment to the already filed tax return in Xero. Makes it harder to keep track of what has been done.
14 votes -
Xero Workpapers - Link to Prior Year (Archived) Workpaper Pack
A quick link from this years (active) workpaper pack to last years (archived) workpaper pack for this client would be so useful and save so much time. Accessing prior year (archived) workpapers is such a 🥴 workflow at present.
Ideally this would be available on the Workpapers page (where you can see all workpapers) and take you to the same for last year, and it would be available on every individual workpaper page (and take you to that same page for last year).
14 votesHi team, we've been listening to your feedback and understand just how important it is to have an efficient workflow when preparing workpapers.
As you may have heard, we've been working on a brand new Workpapers solution. This is a complete overhaul of our Workpapers offering, and we're thrilled to confirm that linking to the prior year's archived workpaper pack is on the roadmap.
The new solution will include direct and seamless navigation between years, providing a link from the current year's workpaper pack to the previous year's archived pack for the same client. This'll save you significant time, making your compliance and review workflows much smoother. We're phasing the rollout, starting with Australia, with a global expansion to follow. I'll keep you updated here as this release widens.
-
NZ Tax - Multiple IR833 Forms
At the moment, we can only add one IR833 per client when doing tax returns. It would be great to have the ability to add more IR833 forms, as otherwise, if the client sells more than one property, we need to file the forms directly through the IRD, which can be time-consuming.
14 votesAppreciate you sharing back in ideas with us here. IRD requirement changes mean that the IR833 form can’t be filed as a standalone return and must be sent as an attachment to a tax return. Only one form can be attached per return.
- Don't see your idea?