966 results found
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UK Tax - Set up alerts/notifications for tax returns
Ability to have alert when action is required for a tax return
Purpose: being able to react and action items quickly when needed. Prompted rather than manual checking.
7 votesThanks so much for sharing this idea 🙂
From your suggestion, it sounds like the improvement you'd like is notifications within a tax return to prompt customers to enter missing figures or other missing information before submitting.
Your idea is now live on Xero Product Ideas, so if you'd like to, you can share it with others who may also find this useful. They can add their vote and leave comments, which helps us better understand the level of interest and impact.
We’ll keep an eye on the feedback here and share any updates on the idea status as they happen.
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Practice Manager | Report - Variance of job budget to WIP
It would be extremely helpful to be able to view and report on how much of the budget is left on a job.
Reports in XPM focus on time rather than WIP and there are no standard reports that include job budgets. I want to be able to report on how much of the budget is left on a job without having to export to excel and run a formula.
MYOB had a great Job Manager and you could view all jobs on one screen and see the budget and what budget left and if there was more WIP than…
7 votes -
AU Tax: Pre-filling capital losses
The Pre-fill has capital losses noted in it, so it would be great if the pre-fill amount was reflected rather than relying on roll forward information. Seems to be commonly missed with new clients.
7 votes -
AU Tax - Summarise the capital losses from prior-years returns
We would like the ability for Xero Tax to combine the capital losses from prior returns and form a summary.
Thanks,
Phillip7 votes -
Practice Manager: Ability to enter time in calendar view
Time Sheet Calendar.
One of the best features of APS is the ability to enter time in a calendar view. You can specify the time units ie 6min, 10 min etc and it presents a week on view for you to add time aka MS Outlook Calendar.7 votes -
XPM: Import relationships info into Financial Statements
Can the Directors, Shareholders and Shares held, beneficiaries, Trustees etc in XPM be available to import into the Financial Statements template so it can stop you having to create custom fields with this information to report on?
7 votes -
AU Tax - Automatically tick yes on ETF pre-fills with CGT
I refer to CX0012896524
1/ when a prefill has an ETF, and said ETF has a CGT component (18H) can xero just auto answer YES in the cgt worksheet bit? As oppose to the user (us) having to go through each etf, select YES2/ There is a bug
I get this error
Total current year capital gains is incorrect ( CMN.ATO.IITR.730456 )
Total current year capital gains must be greater than or equal to the sum of all current year capital gains from managed funds reported for the individual in the attached Income Details scheduleThis error seems to…
7 votes -
Practice Manager | Invoicing - Multi tick box option for custom fields
Have a multi tick box option for custom fields to be able to select more than one option.
i.e. we are a multi disciplinary accounting firm and offer multi different services such as advisory, tax, bookkeeping etc and won't to be able to identify what the client has engaged us for [frequently it's more than one service]7 votes -
Xero Tax (UK) | Group Company Structure (Consolidated Accounting)
Is consolidation of company group structures - parent & subsidiaries - involving holding companies , inter-company transactions , on the tax filing roadmap for development?
If so, would this also include VAT group filings?Reviving this topic again as I've gone into Property and wanted to implement a group structure, how does Xero best deal with this structure interacting with subsidiaries within the group structure and for the purpose of consolidated accounts? Is Xero Tax also enabled for filing group company accounts?
7 votes -
AU Tax: Activity Statement - Ability to clear failed statements
Failed Activity Statements appear to be unable to be cleared so continue to sit as an action item.
Need to have mechanism to clear as lodged rather than having continue to sit as an item needing action forever.
7 votes -
Staff allocation
Staff Allocations
Job Manager screen > Staff allocations
Would be great if the month was displayed above the day at the top of the diary. As you can see from the screenshot there is no clear indication of what month you are reviewing.
Would also be greatly appreciated if we could get a monthly snapshot per staff manager as well as hours allocated vs available.
6 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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NZ Tax - Show notes / comments on Returns screen
Please can we have a column for a “Comment” so that we can easily see when we go to file a tax return, if there is a comment there or not.
MYOB has a symbol which is empty if there is no comment and coloured in if there is, and it’s really helpful. It is also possible to add multiple notes (which you would see after clicking on the symbol).
This means you can read the comment(s) before attempting to file the return – which could be important if it has to be held temporarily for some reason.
It would…
6 votesAppreciate you sharing why seeing notes from the Returns screen would be helpful when reviewing returns before filing, Kathryn.
We'll start to get a sense of the wider interest in this here and I'll share if there's any progress.
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XPH - Freeze Menu Panes for easy navigation
Have the top 2 menu panes frozen at the top of the page so we aren't needing to scroll all the way back up from the bottom to access these options
6 votesThanks for taking the time to share this suggestion, Jacinta. We can appreciate how sticky navigation panes could make moving through XPH more efficient, particularly when working on longer pages or switching between different sections of a client record.
We've updated the status of this idea to Gaining Support so we can continue collecting community feedback.
Keep adding your votes and sharing your use cases. Hearing how this would support your workflow helps us build a better picture of the value this enhancement could bring.
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AU Tax - Show/hide columns
Users have control over which columns are visible and the order in which they appear. This is managed through drag-and-drop functionality or by checking/unchecking column options.
6 votesHi everyone, we have started this idea off the back of the original post here so we can get an understanding of support for being able to show or hide columns on a user basis within AU Tax.
Being upfront, we don't have any plans for this at present but would like to get an idea of the interest through this idea.
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AU Tax - Automatically pre-fill PAYG instalments paid or raised into tax returns
It would be good if Xero tax is able to prefill the PAYG Instalments paid/raised in the tax returns.
6 votesHi Sharleen, appreciate you raising this idea. We understand that having PAYG instalment details flow through to tax returns would help make the process smoother and reduce the need to manually check separate records.
We'll continue to track interest and engagement for our product teams to understand the value of improving how PAYG instalment information flows into tax returns.
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Xero Tax (NZ) - Change colour of Mark as Approved and Mark as Signed buttons
It would be good if the "Mark as Approved" and "Mark as Signed" buttons in XPM were different colours rather than the same green. It is very easy to click on Mark as Signed in error.
6 votesThanks for sharing your idea relating to changing the colour of the buttons in XPM, 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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Reporting - 'Fit-to-Page' Option for PDF Export
Adding additional formatting options for reports so that we could fit reports to one page when exporting to PDF. Too many financials currently export with one or two line on the last page. This creates messy looking financials that are too many pages.
6 votesThanks for submitting your idea and outlining your key needs. We’ve reviewed it and opened it up for community support 😊
Share it with colleagues who may find it useful so they can cast their vote. The community can now comment and add insights on how your idea could enhance Xero.
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NZ Tax - Ability to add manual transactions to NZ tax return (eg. expected penalty)
Please can you make it possible to add manual transactions to the "tax statement" that will show up in the tax return.
We often did this with MYOB, eg. adding a penalty that we know will be charged after the tax return has been filed, or changing a late filing penalty from $50 to $250 if the client's income is more than $100k (as this will be updated at IRD after the return is filed).
At the moment it looks like we can only edit the pdf which is very disappointing...
6 votesThanks for adding this request to our Ideas Kathryn. We have looked at this with current NZ Tax compliance in mind and for transparency this is not something we are looking into at this time. We appreciate it is something others may see as beneficial so other users are able to vote in this.
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AU Tax - Journal entry for Activity Statement
Instead of creating a bill when lodging the BAS through Xero - have the option to create a journal entry instead!
6 votesThanks for sharing your idea about how you'd like to see the Activity Statement function improved.
Now it's up to the community to get behind and support your idea. Make sure to share it with anyone who it could also benefit, so they can add their votes and comments too!
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Milage claims - GST on business kilometres
The ATO allows businesses to claim the GST on cents per kilometre based on the business Kilometres travelled. The Milage claim in Xero currently does not have any tax category which means milage claims aren't showing on the GST reports and have to manually added to the BAS otherwise businesses are missing out on GST if not added manually.
For example, If staff travel 100kms for business, then the claim should reflect the following
100 kms x rate of 88cents (FY2026) totalling to $88. the $88 is inclusive of GST of $8.6 votesHi Camilla👋, we understand the importance of being able to track and claim GST on business mileage and appreciate you letting us know this functionality isn't available within Xero. We know that not having this feature causes extra work to manually calculate the GST on mileage claims. While we don't have this feature at the moment, we’d like to acknowledge the workarounds of manually calculating the GST component of the mileage claim and entering this as a separate line item when processing the expense claim. We understand this isn't ideal and adds extra work, but it may help for now. We're still actively monitoring this idea to see how much support it gets from our customers 👀. As always, we'll continue to provide updates as we have them. Please continue to share your feedback and vote for the idea! ✅
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