939 results found
-
Personal Tax (UK) | BADR £1m lifetime allowance automatic cap
Automatic BADR lifetime allowance £1m application.
At present for a gain of over £1m you need to enter two transactions, one with a £1m gain to apply BADR, and the remainder to be charged at 20% (24/25).
It would be much better if the system knew the lifetime allowance and applied it only up to the limit.
At present if you put the whole transaction to BADR it will apply 10% to more than £1m which is incorrect.
4 votes -
New FRS102 and FRS105 changes (income recognition and leasing)
Development of new functionality to meet the new FRS 102/105 requirements following from the FRC Periodic Review. Key changes are around income recognition to be based on delivery (known as the 5-step model), and an on-balance sheet treatment for operating leases.
These requirements apply to accounting periods beginning on or after 1st January 2026,
For the income recognition, the functionality would ideally be embedded in invoicing (and potentially products and services), and this would lead to the correct bookkeeping including disaggregation and recognition of income on delivery, as well as contract debtors and creditors. This new requirement applies to all…
4 votesThanks for sharing through product ideas, here Neal. This is something our product team are currently evaluating. For now we'll move your idea to In discovery and as soon as I have more updates I'll let you know.
-
Workpapers | Transactions - Column for mileage
Allow a Column on your main page of transactions for mileage so you can add the mileage to the column for sales to be calculated
I am a private hire driver and this I believe will benefit taxis and private hire drivers or people who do a lot of driving as a business.
Can they not add another column on this page that we can add the mileage for each job that can then be calculated at the end of year as you do with what fairs come in or sales coming.
Again, this would benefit greatly for small businesses…
4 votesThanks Simon, it does appear that you're referring to the jobs related to workpapers directly that you'd record mileage for.
This isn't something that we have plans for right now, but we'll track the interest and share if there are any changes to update you on.
-
Viewing full list of the Chart of Accounts from client's Xero organisation
The Chart of Accounts interface within the client's Xero organisation displays a limitation of 200 accounts per page. This necessitates frequent clicks of the 'Next' button, which can be inefficient. It is believed that the Xero Product Team could enhance this feature to allow the display of an unlimited number of accounts on a single page, mirroring the functionality currently available in the Chart of Accounts template within Xero HQ.
4 votesThanks for sharing in the community here. While we appreciate there are some organisation's that have a large number of accounts, the current 200 limit per page is sufficient for majority of organisations to see their full list of accounts and we don't have plans for extending this.
-
Workpapers - Auto calculate Interest Accruals
It would be great if Xero recognised Bank term deposits or Pie deposits, and could record the interest rate, compounding periods, and calculate accruals to balance date.
4 votesHi Paul, thanks for sharing this idea. Being able to automatically calculate interest accruals on bank term deposits or PIE deposits within Workpapers would definitely help save time and improve accuracy across your clients.
This idea is now in the Gaining Support stage, which means it’s on the product team’s radar for further consideration. The votes and comments from the community will help show how valuable this feature is to the wider Xero community and assist in shaping future updates.
We’ll keep you informed here as soon as we have any news.
-
XPM reports - [Client] Group(s) criteria to show as dropdown list
When using the field [Client] Group(s) as a criteria in step 3 of report builder, you can only specify the relevant client group name in the text field. There's currently no functionality for a drop down list of client groups to select from similar to the clients field. Requesting this as an option
4 votes -
AU Tax - Rental schedules with comparatives on the same report
I have a client who holds 4 rental properties all of which had significant differences from the previous year creating a large increase in tax payable. They have asked for an explanation, and it would be more efficient and easier for them to understand, if the comparatives could be on the same report as the current years figures so they were only looking at 1 piece of paper for each property. You can see the 2 years information on the screen but it would be preferable for some meetings to be able to have a hard copy. Thanks
4 votes -
NZ Tax - Customise declaration
It would be good to be able to customise the Declaration that is just above the signing line in the Tax Returns. The default wording is quite broad, and it we would prefer to be able to customise it to reduce our risk. Clients are not always truthful in reporting all income, and we need to protect ourselves.
4 votesThanks for sharing this idea with the community. We can understand why being able to add specific wording to the client declaration would be useful.
This idea is open for voting and comments from the community, and we'll be keeping an eye on its progress to gauge interest.
In the meantime, while it's not possible to edit the declaration on the return itself, you can add your own custom text and disclaimers to a cover letter that you send with the tax return. This might help you manage the risk you mentioned.
You can learn how to create your own templates for this here: Customise the cover letter for a tax return.
-
Document Packs - ability to add invoice from Xero business edition directly to document pack
Ability to export an invoice created in Xero business edition to a document pack.
For example, if I prepare a BAS or tax return for a client and send it to them in a document pack along with my invoice, I have to export the invoice from Xero and save it, and then add it to the document pack.
It would be beneficial if there was an option in the invoice screen to add the invoice to a document pack, similar to adding a completed tax return from Xero Tax to a document pack.
4 votesHi Rebecca, thanks for taking the time to share your idea for adding an invoice directly into a Document Pack. We can see how this would streamline the process and save valuable time, removing the manual steps of downloading and re-uploading invoices when sending documents to your clients.
Our Community team has reviewed your idea, and it can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Thanks again for your contribution!
-
Practice Manager - Update capacity settings to allow for 9-day fortnight
Add option for second week under XPM capacity settings to allow for 9-day fortnight. With the current setup only allowing for one week, this impacts the staff KPI reporting rendering it bascially a useless feature.
4 votes -
Job Manager - Ability to adjust column width
jobs -- can u make all row more compact - can u make columns more compact or allow user to narrow or widen column size - can u also allow job number column select Yes/No at column selection option - can u allow job report to export to excel/pdf - there are many external application having much better jobs management features - can u take some info from there ???
4 votes -
Workpapers - Schedules with Xero figures & check box
Ability to have schedules with both figures from Xero and checkboxes within the same schedule.
4 votesHi community, we’re excited to announce that we're rolling out a new Workpapers solution. Considering the ideas raised for Workpapers in these forums our product team have done their best wrap many key requests into new Xero Workpapers!
As highlighted in this idea, within the new solution there are customisable checklists and workflows, including check boxes designed to give you a clear and simple way to track and manage your review and sign-off processes. Our goal is to streamline your compliance workflows and reduce the need for manual tracking.
We're releasing this in stages, starting with early access in Australia, with a progressive rollout to follow. I'll share more as this lands with everyone through this idea.
-
Practice Manager - Choose Job Client over Billing Client when Invoicing in XPM
When invoicing a job for a client that has a Billing Client I would like to able to sometimes invoice the Job Client instead of the Billing Client. Currently if there is a Billing Client exists XPM forces you to invoice the Billing Client.
4 votes -
XPM - Hide job state for certain staff
The ability to hide a Job State (eg Completed) from the quick edit selection and within editing a job, from select users would be great.
Eliminating the possibility for a user to incorrectly move an open job to a state that should only be closed by the Admin Team.4 votes -
Xero Tax(UK) - save a default signature for accountants' report
Ability to add a default accountant's signature in the accountants' report. This would mean that the we do not have to sign each and every report before sending to client to approve and sign the balance sheet.
4 votesHi team, atm we're releasing our new company accounts production solution which will soon be available to all Xero partners.
This product delivers a more efficient workflow directly within Xero.
Once you have this, you'll be able to navigate to the Accountants' Report, where you can edit the content of the report and add the signatory during the accounts production workflow. This'll include the signature prior to issuing the accounts to your client. This'll be on a per filing basis but we'll continue to assess feedback on whether we can include this name by default within Practice Settings.
-
NZ Tax | Trust IR6 Return - Add Appointors
For the NZ tax returns can you add the Appointers to the Import function a bit like the beneficiaries, this is required to be reported to the IRD each year going forward.
4 votesThank you for your engagement with this idea, we know that some of you are interested in the ability to add appointers to the IR6 return. ATM power of appointment can’t be filed electronically, this is a restriction imposed by IRD. The information can be recorded in contacts if appropriate but it can't be used in the tax module unless IRD change their rules.
-
4 votes
Hi everyone, we're happy to say we've been looking into the Workpapers feature taking on board many of the ideas from our forums here. The inclusion of decimal places for things like entertainment expenses will be part of our new Xero Workpapers where all workpapers will show to 2 decimal places. We're starting with releasing this to our Australian partners with intentions to share wider in 2026. Along with information on our Xero blog and website, we'll keep you updated of it's release here.
-
XPH | Homepage - 'Returns by month' line graph with prior year comparison
XPA - New dashboard is missing 'returns by month' line graph.
It was helpfull in that we could easily flick between tax years and see how this years line graph was in relation to the same time last year to get a feel on how our tax returns are progressing.I dont see this in the new dashboard.
Looks like we can remain on the old dasboard until 25th October. Could this date be extended out until the widgit is available on aworking on the new dashboard.3 votesThanks for taking the time to suggest this. A Returns by Month widget with prior-year comparisons could give practices a clearer view of lodgement trends directly from the new Xero Tax dashboard.
This would reduce the need to compare separate reports when reviewing how current return volumes measure up against previous years.
We’ve updated the status to Gaining Support so we can continue gathering community feedback. If this could improve your workflow, add your vote and let us know which features of the graph you’d most like to see.
-
Tax Manager - Ability to set the default view for Filed tab
Setting the default view in the Filed tab to show 'filed only' rather than 'all'.
3 votesHi team, we've created this idea to track interest on setting default view for the Filed tab on Tax Manager. We’ve moved this to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share how you’d like the default view to work.
-
Tax Manager - Align tax return statuses with practice workflow
Partner Hub - tax return workflow/states. The current states are buried under headings and I think these need to be surfaced into a logical practice workflow. There's also no complete All listing.
I've attached the current process/states below.
I think this could be improved by
1. Showing all steps across the screen rather than having to click and click again to identify the returns in each grouping.
2. Display numbers of returns in each step.
3. Make the steps more like an actual practice workflow. I've come up with the following.Ready/All Not started
Draft Being prepared
Completed Preparation finished…3 votesThanks for raising this idea. We understand the request for Tax Manager to reflect a more logical tax return workflow, with clearer status stages and easier navigation.
I’ve moved the core suggestion to Gaining Support so we can continue tracking community interest.
There are also a number of other suggestions included in this post. To ensure each can be considered and voted on independently, please create separate ideas for the additional improvements, including status counts, horizontal stage navigation, and lodgement outcome flags.
- Don't see your idea?