966 results found
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AU Tax - Field to view Tax return status and whether started in tax report
This is to do with Custom Reports and should be little effort for a good result.
I note that after discussions with Xero the [Tax Return AU] Not Started Returns field is only available in the Client Returns report. It would be great to have [Tax Return AU] Not Started Returns in the Tax Return report area so you could generate a report on which returns have been started, in addition to the current status of the ones that have been started (ie Draft, Complete, Lodged) at the moment we can only see if a tax return has been created…
12 votes -
NZ Tax - Automatically select 'Split Provisional 50/50' for clients.
It would be helpful if XPM could automatically select 'Split Provisional 50/50' for clients since the system already has the information from the IRD to do this. This would stop clients future provisional tax showing incorrectly on a current tax return and in tax payment reminders and would instead ensure the figures advised to pay agreed to the IRD's figures without us having to manually intervene.
12 votes -
Xero Sign - Ability to add a 'Date' field
When uploading a set of annual accounts to Xero Sign, the only option available is to add a signature field.
For company and trust annual accounts, we typically also include a minute and sometimes other resolutions (created from a Xero report pack). It would be great to able to insert a date field in the minute, like you can with other e-signing platforms.
The current workaround is to use another e-signing service to send the annual accounts, and use Xero Sign for the tax returns - which adds confusion for our clients and we're often having to chase them up…
12 votes -
AU Tax - Import depreciation calculated in blue Xero
We should be able to import tax depreciation calculated in blue Xero into Xero Tax.
12 votes -
Practice Manager | Depreciation Schedule | Print - Asset Serial Numbers
Fixed Assets - Asset Serial Numbers Printing on Depr Schedule
It would be helpful to have as a print option for the Depreciation Schedule the ability to print asset serial numbers. This is one of the few fields not current able to be selected.Application is transport Companies and Engineering Companies which have a high reliance on serial number identification.
Thanks
12 votes -
Xero Tax(NZ) - Change Reply to email address
Change reply to email address:
Any user can send tax letters, but the reply to email address can be set as one specific email (much like in blue xero)For example:
staff1@accountingfirm.co.nz sends provisional tax reminders to clients, but when clients receive the tax reminder email, the reply to address is admin@accountingfirm.co.nzThis same feature is already available in Blue Xero when sending invoices
12 votes -
XPM group view - Main email
Hi Support,
When you view a group in XPM it shows you the recipients, the phone and address fields, it would be amazing if the mail email address was also displayed.
Thanks
12 votesThanks for sharing your idea here, Rosalie - Is there a particular reason you'd find it useful to view the email address here?
This would be good detail to share back with the team, and may help others to see how this could benefit them too 🙂
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Xero HQ - Custom Staff Groups
It would be great if we had the ability to create our own groups within the staff screen in Xero HQ. At the moment we have filters for standard, administrator, master administrator and then also staff that have been invited but not yet accepted.
It would be useful if we could create our own custom staff groups. For example by office location: London, Glasgow, Manchester etc. or by function within the business: Accounts, Audit, Tax etc.
Staff could belong to different groups as well, Glasgow and Audit or London and Tax.
12 votes -
Xero Tax(AU) - Cover letter Placeholders Estimated Division 293 Liability
It would be great to have a cover letter placeholder that alerted the client to the estimated Div 293 that would be payable (as the superannuation contributions worksheet) and that the ATO would issue a separate assessment. The note on the estimate is not prominent enough and easily missed by clients. Having it default on the letter would be another opportunity to make sure the client sees it.
11 votesThanks for sharing your thoughts on this idea. We appreciate you highlighting how important clear client communication is when it comes to Division 293 tax liabilities.
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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XPH - Detailed business structure when viewing client group
Prior to the new XPM update, viewing a group provided a detailed breakdown of each client's business structure. The new layout simplifies this into broad categories (individual, company, trust, partnership, other), meaning you now have to click into each client to see the specific details. For example, 'other' represents a range of options such as departing client, on hold due to non-payment, or a non-client entity. This makes it harder to understand a client's status at a glance. Reintroducing the full business structure breakdown would significantly improve efficiency by allowing users to quickly interpret each client's status without needing additional…
11 votesHi Hannah, thanks for sharing your thoughts on the business structure view in Xero Practice Hub. It’s helpful to understand how important it is to see clearer client details at a glance when you’re managing groups of clients.
Your suggestion around having a more detailed business structure breakdown makes sense, especially as broader categories like Other can cover a mix of different client situations.
We’ve now moved this idea to Gaining Support, which means it’s open for the community to vote and add comments. This helps us understand what’s most valuable to you, and we’ll keep you posted as things progress. If others would find this useful too, feel free to share your thoughts.
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AU Tax - Hide account codes in imported COA in Xero Tax
When data is imported from Xero HQ or a client’s Xero ledger into Xero Tax, the system automatically appends the Chart of Accounts code to the account name e.g. “Sales (400), even when the underlying Chart of Accounts name field does not contain the code.
While this improves traceability, it creates unnecessary clutter in the tax return view and workpapers, especially where codes are not relevant for presentation to clients.
Users also cannot rename or hide the codes within the Xero Tax interface.
I request that a feature be included where you can add an option (checkbox or setting) within…
11 votesThanks for submitting your idea and highlighting the changes that matter to you. It’s now live for the community to vote on and discuss. Encourage colleagues to support it and share how it could improve their Xero experience.
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XPM - spaces in mobile phone numbers format
Please can we have automatic spaces for mobile numbers in XPM eg xxxx xxx xxx
(Edited by Community Manager to remove personal data)
11 votesThanks for sharing your idea about phone number formatting in XPM. We understand that this change could improve number readability.
Your idea has been moved to Gaining support, which means the community can now vote and comment. If this is something you’d like to see, joining the conversation and adding your support helps bring it to the right people in product.
We’ll keep an eye on any updates and share progress here.
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AU Tax - SMS Option for Sending BAS and Tax Returns for E-Signing
We'd love to be able to have the option to send an SMS to a client for BAS signing
11 votesThank you for sharing your valuable idea and letting us know which changes matter most to you.
We have successfully reviewed your submission! Your idea is now available for the community to support.
The next step: Please share your idea with colleagues who would benefit from this change. Their votes and comments are essential for building momentum and demonstrating the impact this improvement could have on their experience with Xero.
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XPM - Set date to run Aged Debtor Report
Ability to run an Aged Debtors Report of what debts clients owed us at a certain date in XPM. For example, we want to see what our clients owed us at 30/06/25, however the Standard Report (Aged Balance Report) can't be run to a certain date and if we create our own Report in Report Builder it removes clients from the report if they have paid since 01/07/25 and now owe nothing. We need these figures to do clients Financials and also for our own Practice reporting. We can run it in Xero Blue however we don't have the ability…
11 votesThanks for sharing your feedback with us!
We appreciate you taking the time to let us know what changes matter to you.
Your idea has been reviewed by our team and is now open for support from the rest of the community. In addition to upvoting your idea, other members can now comment and share how this change would improve their experience with Xero.
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NZ Tax - Auto apply correct tax rate for Trust if over threshold
When preparing 2025 financial statements in Xero, will Xero be implementing a system to allow for varying tax rates for Trust's?
For example, 2024 Trustee tax rate at 33%, however the 2025 Trustee tax rate may be 39% or 33% depending on the Trustee Income, and if it is under $10,000.
It would be great if Xero were to implement a system to allow for this.Otherwise, a manual work around will be required, which could create human error.
I'm sure all tax practitioners across the country are hoping for an update from Xero.
11 votes -
Practice Manager - Draft Invoice Review
Would like the ability to see Write-ons / Write-offs on the Invoices dashboard for Draft invoices to allow easier review of drafts.
Alternatively some form of reporting that takes draft invoices into account vs billable time to see 'draft write-ons/offs'.
11 votes -
Workpapers - Ability to reorder/rearrange accounts (lines) on a workpaper
Please add ability to reorder accounts (lines) on a workpaper in Xero Workpaper. This is painful both for automatically populating workpapers (which go in the impractical alphabetical order) and custom workpapers (where every new line is added at the bottom...).
11 votes -
User Roles - Access to timesheets for managers in XPM
We need to improve permissions on XPM, I want to provide permission to my managers to their staff members timesheets. The only way I can do this is to give them access is by giving them Access Financial data which really is too high for what we require.
Only other way is to provide them with a report weekly...11 votes -
AU Tax - Report field for Payer Name from Payment Summaries
AU Tax - report field for Payer Name from Payment Summaries
11 votes -
Xero Tax (AU) | Tax return - Allow us to select which schedules get printed
Have a separate tick box to include/exclude the detailed disclosure (separate from other schedules).
We would like to be able to print schedules where required but not show all of the detail for the asset and liabilities disclosure. Allow us to select which schedules get printed with the tax return, rather than the all or nothing approach.
11 votes
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