966 results found
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NZ Tax - Ability to copy rental schedule to new tax return
Ability to copy a rental schedule to another tax return for a property shared 50/50 with the asset workpaper. Also ability to copy asset schedule to another rental schedule within the tax return.
13 votes -
Practice Manager - Automatic time tracking by client
Xero to automatically log the time you spend in each client and summarise monthly/ average 12 monthly.
No stop/start. 10 minute auto logout.
Advantages: no additional work for the user
Disadvantages: not an exact science.13 votes -
XPH | Jobs - include future recurring jobs on calendar
The current calendar in practice management under Jobs->Jobs manager->Important dates would only show jobs that are already created. However, for recurring jobs that's done routinely it doesn't show up in advance as they only generate on the planned task date. For example, if I do job A every Monday and it is something usually finishes on Monday too, and today is a Tuesday, then I don't get to see my next Monday's schedule ahead of time. For management and organisation purposes, we need to have these recurring tasks planned at a future date generated for the foreseeable future, which means…
12 votesHi everyone, thanks for the engagement on this idea. We can see how being able to view future recurring jobs on the calendar could make it easier to plan workloads and manage capacity.
Currently, recurring jobs only appear on the calendar once they've been generated. As a workaround, you can configure recurring job templates to generate further in advance, allowing upcoming jobs and their assigned tasks to appear earlier for planning purposes.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular planning timeframes or scheduling workflows this would support, we'd love to hear more about them.
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Client - Add more relationship options
We have a number of Trust who now have "Special Trust Advisors" appointed by Deeds. I would like to be able to add in Special Trust Advisors as a relationship in trusts.
It would be really useful to be able to customise the relationship options in all business categories
12 votesHi everyone, thanks for sharing this idea. We understand you’re looking for more flexibility in how relationships between contacts can be recorded within Xero Practice Manager.
The suggestion is to add more relationship options, such as identifying roles like beneficiaries or corporate trustees, so practices can better capture specific client structures.
We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of expanding relationship options.
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XPM - Include Date of Death and additional contact fields in Report Builder
It's great that XPM now has standard fields for Date of Death, additional email addresses (on the client file) and additional physical addresses, however, we cannot run a report to show those fields.
12 votesYour idea is now live! Thank you for sharing your thoughts on how we can improve. To move forward, your suggestion needs community support—feel free to share it with your colleagues to gather more votes. Other Xero users can now also provide feedback and additional details in the comments section to help us understand the potential impact.
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XPH | Clients - Ability to collapse Relationships section
One thing that's particularly frustrating to me about the new UI is the non-collapsible view for relationships. We have clients that are part of big groups with lots of relationships, and it now looks very cluttered, and quite annoying when we have to scroll down.
Please restore the drop-down view (and change back to the smaller font too) 🙏
12 votesThanks for your feedback on the Relationships section in Xero Partner Hub, 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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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…12 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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Xero Tax (NZ) | Live updates from IRD
In APS you have the ability to live synch the tax ledger. As an example a transfer to 2025 from 2024 income tax made today won't show until the next day in the tax return summary.
A synch button to do this would be helpful and save time from stopping the job until the next day to print/save12 votes -
UK | Company Tax - Access lost to all Xero tax reports if Xero sub cancelled
We've just found out to our horror that we lose access to ALL Xero historic accounts and tax filings prepared and submitted through Xero Tax for a client if the Xero sub is cancelled.
Apparently this is because Xero needs to maintain access to the live data even for filed returns. Therefore, there has to be a process where ALL accounts and tax comps must be downloaded and stored elsewhere each year. We think that's crazy and that all filed returns should be stored in Xero Tax as PDFs. If nothing else, there should be a flag warning us! This…12 votesHi everyone, appreciate raising this with us.
Our product team has confirmed that these records are not deleted when an organisation is deleted, but they're moved into a hidden state. We're looking into how we can improve the storing of these within Xero HQ in future. If you need help with this in the meantime please contact our Xero support team via Xero Central.
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XPM: Make the Productivity Dashboard exportable
It would be great to be able to print or export the Productivity Dashboard like the other standard reports.
12 votes -
The new Xero implementations - becoming very frustrated!
I am finding the inconsistent implementation of the new Xero style mixed in with the old incredibly frustrating. The new style screens are slow to load & enter data, the tabbing and typing a few letters then hitting return either doesn't work (add payment) or is inconsistent between screens, entering a new customer on the fly is frustrating because you can't enter all the information at once & still have to open the full contact edit screen to complete it, also the new contact pop up doesn't autopopulate addresses as you type, the send remittance button disappears if you get…
12 votesHi everyone, sorry we've not responded here sooner. As we upgrade technology we are mindful of the impact this can have for our customers. We understand changing features and learning new flows and the ways of performing some actions can be a big transition for customers.
In particular, as mentioned in your feedback here with new invoicing. To support as much as possible during this time, we're providing lots of information through means of blogs, education and guides on Xero Central.
We're also continuing to iterate and develop new features into new invoicing that we know our customers want.
An example of this are recent improvements we made to the 'Contact' field adding the ability to look up your contact address, edit or add the Attention field, and adding more address lines.
I have made sure your feedback here is shared with the team, however we do want to be…
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Xero sign - Simplify client login for signing documents
Improve the way clients can create accounts and log into an existing xero account.
If we create an account for them, it asks them to put in their organisation details. Then we invite the client into the organisation, they have to accept the invitation.
Clients are always having issues with their log ins, and signing documents. Feel this could be made easier for them.
12 votes -
NZ Tax - Include GST tax type for tax statements report
It would be useful if in the Tax Statements reporting data set, we could also see GST statement data (currently only Income Tax and SLS show) so that we can check for unpaid GST balances.
12 votes -
Xero Tax (UK) - Roll forward data to subsequent years filings
When preparing the second and subsequent years filings in xero tax for accounts and taxation, bring forward the settings, notes, tagging, engagement letter dates into the next year to save re-entering it all again
12 votes -
Workpapers - Prepare on Cash basis
Ability to prepare workpapers on a cash basis is critical to be able to line up with xero reports prepared under Tier 4 cash reporting framework.
12 votesHey team, thanks for sharing your needs in preparing workpapers on Cash basis. We're happy to provide an update that this is now in development as part of new Xero Workpapers. With new Workpapers you'll be able to select the accounting basis (cash or accrual) when setting up a workpaper pack, ensuring your calculations and reports align perfectly with your client's needs.
We've just started roll out to Australia, and will be following to other regions in 2026. We understand that you're eager for this feature, and we'll keep you updated on the progress, here.
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Xero Tax UK - Seperate accountants reports for Ltd Company and Sole Trader
Need seperate accountants report options for Ltd Company and Sole Trader
Currently only have this for Company accounts and if you edit it to be suitable for a Sole Trader, then it is not suitable for a Company.
Need to be able to choose between two options12 votes -
Xero Tax - Password protect returns
Can we get some some tax returns to be protected by password within Xero Tax?
12 votes -
Practice Manager | Invoicing - Default to Fixed Price
An option to automatically have all invoices on 'fixed price' for pricing mode on Xero Practice Manager instead of 'Calculation Price'
12 votes -
XPM | Jobs for Auto Activity Statement - Prefill Partner & Manager Fields included
Automatic Activity Statements - Partner/Manager Fields.
Is there a way for the creation of Automatic Activity Statement Jobs to have the Partner and Manager for the entity pre-filled on generation?
It is time consuming to go through each AAS Job and assign Partner/Manager so it appears in worklists.12 votes -
AU Tax: Notification of formation of consolidated group (CGNFT) form
I have moved to Xero Tax from Reckon Elite, but just realised that Xero Tax does not have a Notification of formation of consolidated group schedule.
As a tax agent, it is crucial to have this schedule to update client's consolidation status, including updating joining/leaving subsidiaries.
It would be great if this can be added as quickly as possible.
12 votes
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