966 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.
-
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…
4 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.
-
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.
-
Make the 'Xero Organisation last viewed' attribute available in reports
This would remove the very manual process recommended for checking usage and would allow a simple way to review files that could be removed... especially important for large firms.
The data is there, please let us use it!
3 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. 🙂
-
Partner Hub - Add a Milestones widget to the new homepage
As a manager the Milestones on the XPM home page helped a lot with an overview/ snapshot of the team, the outstanding jobs and helped with planning the day, but with the new Partner hub there's no option to add a Milestones widget to the Home page.
3 votesAppreciate you sharing this feedback, Jana. A dedicated Milestones widget could give practice managers a quick overview of job progress and upcoming deadlines directly from the Partner Hub dashboard.
We've updated the status to Gaining Support so we can continue tracking community interest. Add your vote if this could improve your workflow.
- Don't see your idea?