939 results found
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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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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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XPH - Staff Permission Filter
Staff Permission Filter In XPM/HQ
A filter that allows admin user to be able to select a certain XPM permission and see which staff in the business have access to it.
Also, being able to update staff permission in bulk or by group/team
6 votesThanks for sharing this idea about staff permission filtering in Xero Practice tools, 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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UK Tax - Settings for MTD messages and dismiss for clients who don't use it
It would be good to have more control of the error messages, and ability to dismiss these for specific clients. This would reduce noise for clients that you do not do VAT for.
6 votesThanks for sharing this idea, I can see how you'd like to get more control over them, such as removing them for clients where it isn't relevant.
We've reviewed this, and now it's up to the community to get behind and support it.
You might like to share your idea with any colleagues that this could benefit, so they can add their votes and comments too!
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Practice Manager | Onboarding - Companies house sync
Companies House sync - Client Onboarding
Would like to see a Companies House sync for this. Our current PM system has this facility and it saves so much time (and is accurate). Also used as a check when submitting annual CS01 forms. We are considering moving to XPM and this would seal the deal
6 votesHey Kath, thanks for sharing your idea with us. We’ve had a proper look at it and just wanted to give you an update.
We’ve marked this idea as Gaining Support, which means it’s now open for others to view, vote on, and add their thoughts. The more interest it gets, the more it helps our product team see the value and consider it for future updates. Really appreciate you taking the time to contribute.
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NZ Tax - Tax returns show amount at Tax Pooling
Currently NZ clients can make payments to a Tax Pooling provider (e.g. Tax Traders or TMNZ) and they will sit in the Tax Pooling Providers account until transferred to IRD.
In the clients mind they have 'paid this tax' already, but when the tax return is prepared in XPM there is no sign of any tax pooling payments, and it shows the full tax liability.It would be great if there was a way to type in how much has been paid to Tax Pooling, and record this on the front page of the tax return so there is a…
6 votesThank you for this excellent and detailed suggestion regarding NZ tax returns and tax pooling payments.
We can certainly see how clients would find it confusing when their prepared tax return in XPM doesn't reflect payments they have already made to a provider like TMNZ or Tax Traders. Your idea to add a note or a specific field on the return to record this amount would be a great way to provide clarity and manage client expectations.
We're grateful for your engagement and for letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how this feature could improve their practice and client conversations around tax payments.
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XPM - Client list rental property report
Generate XPM report to list clients with Rental Properties.
6 votesThanks for sharing your idea to generate a report in XPM that lists clients with rental properties. We can definitely see how that would make managing this group of clients much more efficient.
We're grateful for your engagement and letting us know the changes that matter to you.
We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how a dedicated rental property report could improve their experience with Xero.🙂
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AU Tax - Add a Next button to the Managed Fund distribution
Add a next button to the managed fund distribution page in xero tax.
When a client has 10 or 15 managed fund distributions that have imported from the pre-fill you have to go back and click on the next one and it is hard to keep track that you have reviewed every single one. (And deleted the 0's this is a separate idea)
If there was a next button so you can just start at the top and work your way through all the distributions to review them it would make this much easier.
6 votes -
NZ Tax - Include Rental schedule when filing return with IRD
IRD are asking us for details of our rental expenses - I would like the Residential and Commercial Rental schedules to accompany the tax return when filing with IRD - I can not imagine anyone wanting to do this manually.
6 votes -
Reports - Aged Receivables - Filter by Account Code
To add to Receivable to search by account code so to know which clients have not paid e g membership invoices only
6 votesWe're grateful for your engagement and letting us know the changes that matter to you.
While there isn't a direct filter for account codes in Xero right now, you could potentially explore the option to use Contact groups or tracking categories to help sort clients in this report.
We'll keep an eye on the interest on this idea here, and let you know if there are any updates.
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Xero HQ | Client insights - Ability to change date range
Within insights you should be able to change the date ranges for data so you can see for example revenue for 12 months etc.
6 votesThanks for sharing this suggestion. We’re opening it up to view support and learn more about how the community would use custom date ranges in Client Insights. Being able to choose a specific start and end date—or view periods such as a quarter or financial year—could make it easier to review client performance and have more meaningful conversations. It would be helpful to hear which date ranges and metrics you need most, how often you use them, and any workarounds you rely on today. Your feedback will help us understand the impact and inform future consideration. 🙂
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NZ Tax - IR10 Report Code Description
Within the report code descriptions, identifying which IR10 Key Point for NZ tax the report code will feed through to.
E.g.
Non-deductible entertainment will go to "Box/Key Point 24 - Other Expenses" and "Box 28 Tax Adjustments"This will give a little bit more visibility as to where each item will end up, particularly for the balance sheet.
If you can segregate this visibility to NZ only files as well, that would be beneficial for other countries not getting information not relevant for them.
6 votesHi David, thank you for the suggestion to add descriptions identifying the IR10 Key Point will feed through to. We will move this idea to submitted for other users to add their support and comments to.
In the meantime, the IR10 and AIM mapping from Xero to Practice Manager support article is a useful resource which contains information on how the fields are mapped.
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AU Tax | Report Builder - More specific fields
We would like to see more custom report options that reflect the returns so we can interrogate and pull information out of Xero tax in relation to clients
In particular, get a list of every client that has a number in the Tax Return Labels – Interest Expense or Interest Expense overseas or Royalty Expenses Overseas - See attach screenshots
6 votes -
XPM - Missing Time
Help business owners and team leaders easily identify where staff have submitted time for a week that is less than their capacity. That could be something on the dashboard or a report. XPM currently allows a staff member timesheet to be submitted without any warning that it is below the capacity amount. I shouldn't need to manually review and compare to the different capacity hours for full time and part time staff.
6 votes -
Xero HQ - Bulk set and edit client lock dates
It would be extremely helpful if there was an option to set multiple lock dates for various clients at once, so that we don't have to go into each client separately each month. It would also be helpful to have this option on Xero HQ with a view to their current locked period as well.
6 votes -
Practice Manager - Reassign invoice to a different client or job
Ability to bulk re-allocate invoices to different jobs and or clients.
It would be great if you could easily re-allocate an invoice (or a cost / timesheet entry) to a different client or job. I have had cases where a clients name/entity type has changed and the recurring invoices have not been posted against the correct client in XPM (old client not new client, even though the invoice is issued under the new name in Xero). Or a client wants to be billed under different entities in a group but there is only one job so i would have to…6 votes
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