1005 results found
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Xero Practice Manager - Implement total GST validation check on invoices
The Xero XPM system calculates GST for each task being billed, but it doesn’t have a total GST check at the invoice level. As a result, some invoices with round billed amounts—such as $30,000—end up with incorrectly rounded GST, for example, $2,999.99. Xero calculates GST on each line item of invoices and other transactions, rounding to the nearest cent. The total GST is then the sum of these individual line calculations, which can sometimes lead to small discrepancies in the overall GST amount.
While Xero doesn't currently offer a total GST validation feature at the invoice level, we would appreciate…7 votesHi Martin, thanks for sharing your idea about GST validation in XPM invoicing. It’s really helpful to hear how a total GST check could help prevent rounding discrepancies.
The community team has reviewed this and moved it to Gaining support, so it’s now open for votes and comments. If this is something you’d like to see, joining the conversation is a great way to help bring it to the product team’s attention.
We’ll keep an eye on progress and share updates here as the idea develops.
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Client groups - Work in progress
When using client groups and clicking the Work in Progress Button, there is nothing showing when there is WIP in the group.
It appears the group name is not pushing through the WIP link to the filter properly.
7 votesHi Ben, while WIP should be appearing for all the clients in the group our product teams have found an issue for some users where this isn't loading correctly.
We have intentions to fix this however a couple of other items that they have attention on first, I'll share when work for this gets picked up. Thanks
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Xero Tax (UK) | For CT600 box 326 to be left blank but be a compulsory field
I think to reduce the risk of associated companies not being included in the CT600 in error box 326 should be left blank by Xero but compulsory so that that the return can not be generated without it.
The same warning you get if trying to complete without boxes 975.7 votesThanks, Gemma, for sharing your idea! We've reviewed it, and it's now live for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience.
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AU Tax - Default refund account type to client
AU TAX - Default EFT account type to CLIENT
Under Cover > Electronic Funds Transfer (EFT) > Account type there are 3 options - Manual, Client, and Agent.
It would be helpful if there was a setting in Client Settings > Client Types to default the EFT Account type, so we don't have to manually change this on every return.
7 votesThanks,Daniel, for sharing your idea! We've reviewed it, and it's now live for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience
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UK Tax | Partnership tax - SA801
Please add SA801 Property Income Pages to the Partnership Tax as we have a few partnerships with rental income.
7 votesHi all, thanks for sharing your feedback on this as an idea. Our team are currently working on developing SA801 Property Income pages within Xero Tax(UK). I'll be back to confirm once this available, here. 🙂
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Practice Manager - Milestones option to view at the top.
Since the XPM update (April 2025) milestones in XPM are now at the bottom of jobs. They should be at the top of the job (as they were previously) so that they are one of the first things we see on a job. We use milestones to remind us of important filing dates so relegating this to the bottom of jobs requires too much scrolling and is very frustrating.
7 votesThanks for sharing your idea,
We've reviewed your idea and now it's up to the community to get behind and support it. You could also 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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XPM - Filter reports by tax returns lodged as Final.
The option to filter the reports by tax returns that have been lodged as Final in a certain tax year would be beneficial.
We could then cross check and archive clients as necessary.
There are so many fields to choose from in the Fields and Criteria, but this is not one of them.
It would save us from having to keep a manual list as some can get missed this way.7 votesHi Alison,
We're grateful for your engagement and for this very specific and useful suggestion for reporting in Xero Practice Manager.
We've reviewed your idea to be able to filter reports by tax returns that have been lodged as 'Final' for a specific year, and it's now open to gain support from other community members. We can definitely see how this filter would streamline end-of-year processes and remove the need to keep manual lists for cross-checking and archiving clients.
Along with votes, other practices can now comment to share more details on how this reporting criteria would improve their own client management workflows.🙂
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AU Tax - Automatic filing of a suspended return
AUTOMATIC SUBMISSION OF A RETURN WITH THE "DEFERRAL" DATE ALLOCATED
It is a critical feature on a system we transition from to XERO tax, to be able to allocate to a finalized return a deferred date for the submission. On such and such date, all returns with that date and tag then come up, and with a touch of a single button all go to the ATO at the same time. The deferral function is critical where the client's return has a large tax bill, for example, and the client has other ways of utilizing the funds and keeping them…
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Settings - Reducing the size of text/fonts on the screen
Could xero consider reducing the size of text/fonts on the screen. I don't need super extra large enormous text to do my work. Everyone walking past or coming to speak with me can read my screen and see bank details and values, employee names and $ amount and so the list goes on. I have already asked if there can be a bland landing page so that bank accounts (Including balances) are NOT the default screen. Anyone standing nearby can see this information when Xero starts. Both of matters limit confidentiality and most users don't need this sort of exaggerated…
7 votesThanks for getting back to me on your needs here, Janet. I'll move the idea back to submitted as we don't have direct plans around this atm. We'll get a sense of the interest from the community here and will keep you updated if any progress is planned.
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Workpapers - Check box next to suppliers names when received their statements
To have a check box next to supplier when you have matched their monthly statements so you know who is left to receive a statement from
7 votesAaah wait, sorry just saw this is for Workpapers not Bills in Xero, Teresa. M suggestion of the notes on a contacts record may not be as useful for this scenario.
While no plans for this at present, we'll get a feel for the interest of this here. Thanks
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XPM Budget Field - Only available if Staff have Access Financial Data permissions
The job budget is a key piece of information for all staff to have visibility. However the Budget field on a job is only visible if staff have Access Financial Data permissions. Giving Access Financial Data permissions allows staff to view and edit client billing details, edit practice subscription and export subscription. Surely, such wide ranging powers is not appropriate for ALL staff.
Surely this permission should fall under the "Manage Jobs" permission matrix not under Finances permission matrix.
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Workpapers - Edit prepayments
Currently the prepayments page on workpapers is a permanent workpaper which brings forward all of the prior year entries every year. This means that historic prepayments carry through. Currently they can't be deleted which leads to a cluttered workpaper. It would be great if line items that are no longer needed could be deleted. As per the file attached - it would be ideal if the nil rows could all be deleted.
7 votes -
Workpapers | Depreciation Schedules - Add Accumulated Depreciation as a default
I would like a small change where the Accumulated Depreciation is a default column in the depreciation schedules report generated from Xero. I work with a significant number of clients who we run depreciation for each year and I would like to see the Accumulated Depreciation amount in the report by default without having to update the templates in every client file.
7 votes -
AU Tax - Update Contact default to Tax agent/Practice name
For the first year of using Xero Tax, as the returns are new and have not been rolled over from a prior year, the contact name defaults to the Job Manager in the Xero Tax Return. There should be an option to adjust the contact default across the practice so that the Tax Agent/Practice name appears on the tax return not the job manager. There are some clients who would be upset seeing an unfamiliar name on their tax return. At present, the only way to change the contact name showing on the tax return is to manually adjust each…
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BAS - Make Finalise BAS the default option
It's great that there is now the option to finalise and create a bill on a BAS...however that is not the default choice for Tax & BAS Agents so it would be nice if the big button was to FINALISE the BAS and the small button with the option to create the bill. Leave it as default in the linked to ATO BAS (lodge and create bill) but for BAS that aren't being lodged in Xero directly it's not helpful.
7 votes -
Personal Tax (UK) | SA102M Ministers of Religion pages
I have a number of clients who require the SA102M Ministers of Religion pages. I'd really like to see these added to Xero Tax.
7 votesThanks for your support in this idea, everyone. While this isn't in our plans atm we're continuing to review the ideas from the forums here.
We'll keep a gauge on the interest for SA102M Ministers of Religion and let you know if there are any updates for this, here.
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User Access - Option to provide practice access when inviting a practice staff
Where clients are subscribers to their own Xero but add an adviser who is linked to a Xero partner practice, it would be useful if there was an option for them to choose to give the practice as a whole access so that if, eg, their contact leaves, the practice administrator can give access to their new contact as long as they are Partner Staff.
7 votesHi team, we hope you are liking the new staff and client experience for managing your practice, with Xero Partner Hub beginning to rollout to practices over the coming months.
To provide an update on the desire for being able to provide a practice access when a practice staff is invited into a clients org - this is something our teams are currently exploring. While we can't make commitments as yet, we will keep you updated of any development for this through this idea. Thanks
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AU Tax - Agent nomination from Xero
Recent new requirements from the ATO mean that businesses have to nominate new BAS and tax agents via ATO Online Services for Business, before the Agent can add them on their end (on ATO Client Services for Agents). This requires the tax payer to have set up MyGovID, gone into RAM and log into ATO Online Services for Business. The majority of clients have no idea how to do any of this. It would be good, if there was a way that they could nominate the Agent from Xero instead. Perhaps the linking of the Xero file to the ATO…
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AU TAX - Send tax returns to clients directly through Xero Tax
It would be useful to be able to email tax returns direct from XERO tax. Returns sent by XERO sign can only be viewed by a client in their entirity prior to signing if they have an ADOBE account.
7 votes -
Xero Tax (UK) | Prepare sole trader accounts on cash basis
Ability to create sole trader accounts on the cash basis to pull through to tax returns.
7 votesHi Claire, thanks for your interest in this idea. Although we haven't enabled the option to exclude a balance sheet from sole trader accounts within Xero HQ we wanted to share this very exciting update with you. We recently released a direct import of the P&L from Xero onto the self-employment worksheet within Personal Tax, without the need to map the account codes and generate a set of sole trader accounts.
Previously we only supported an import from Sole Trader Accounts to Personal Tax which for some of our partners involved an extra step, particularly for smaller clients who typically only receive Income & Expenditure accounts. We hope by adding this functionality that you will be able to maximise the more flexible reporting capabilities within Xero to produce accounts for sole traders. This new feature is not simply an import either, it also supports cash-basis, allows you to manage the…
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