939 results found
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Xero Sign - Make this free for Personal Tax Returns
Why is Xero Sign free for company accounts but not for personal tax? Xero state that this is because multiple people have to sign in multiple places on a personal tax return - which is not true in any case!
If a partner requires multiple documents signed in the one pack then of course Adobe Packs are a good way to facilitate this, but for one document signing it should be free as advertised!
Xero Tax is free for Xero Partners, which is fine as it isn't sophisticated or clever enough to be paid for right now. But to find…
3 votesHi Tim, thanks for taking the time to raise this idea with us and share your feedback. 😊 We appreciate why you'd like a free signing option for individual personal tax returns, particularly when you don't need to send several documents together. Your idea is now open for others to add their votes and comments. We'd welcome hearing from other partners about how this would help their practice and fit into their personal tax workflow, so we can build a clearer picture of the interest in this request.
You're welcome to share this with colleagues who'd also find it useful so they can add their support too. We'll follow the feedback here and post any updates as they become available.
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NZ Tax - File IR3R from XPM
IRD have requested that we file a IR3R for each residential rental property. It would be great to be able to include this submission with the tax return in XPM, instead of having to file this manually via MyIR. Please update the system so that this can be submitted together with the IR3 via XPM.
3 votesThanks for sharing your idea, Kahurangi. For now we'll start to get a gauge of the wider interest for this from the community here.
We'll share if there are any updates.
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Xero Ask - Develop ESIGN within Xero
It would be nice if client that need to sign the report were able to be send an electronic copy and are able to sign electronically via the ask function. Instead of needing to use a third-party application. It would greatly assist with record keeping and making sure all the imported items are stored withing one app.
3 votesHi there 👋, it sounds like you're aware of the existing functionality of Xero Sign powered by Adobe Acrobat but you're wanting Xero to build this capability within Xero Ask itself?
Being open this isn't something we have any plans around atm, but will get a sense of the interest from the community in this through your idea here.
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Partner Program - Eliminate 60-day Subscription Requirement
This may not gain much traction with established partners, but for those of us who are new to Xero and are working to establish a business, the requirement to sign on a client within 60 days is a problem. At one time, the requirement was 90 days but was shortened to 60 in 2017.
It should, however, not exist at all.
Note that your closest competitor has no such requirement.What management may not realize is that it comes across as a threat from the beginning, which frankly stopped me from signing up for the program for a while. Now…
3 votesThanks for sharing your idea, and letting us know the changes that matter most for you David. We'll open this idea up to the community so they can share their thoughts and add votes. Make sure to share this with your friends and colleagues who might also benefit from the implementation of this idea.
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Jobs - Bulk Allocate Categories in Job Manager
XPM - It would be great to be able to bulk allocate categories under Job Manager
3 votesHey Theresa, thanks for raising this Idea with us. ✨ We have now moved this to Gaining Support!
We appreciate the time and effort it takes in raising an Idea and now all we need is for your colleagues and friends to vote and comment on the Idea so our Product team can see which ideas are gaining traction.
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AU Tax - Allow custom cover letters and document templates for CURNN forms
I would like to be able to create a custom cover letter to go with the CURNN.
3 votesHi Elaine, we understand that having more flexibility with client-facing documents can help practices keep communications consistent with their own branding and processes.
The suggestion is to allow custom cover letters to be included with CURNN forms, so the full client pack can be created in one place.
For now, you can download the CURNN confirmation and attach it to your own cover letter or template. We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of adding more document customisation options.
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AU Tax - Company business structure will pull the Physical address to the Dividends and interests schedule.
Company business structure tax returns should pull the physical address to the Dividends and Interests schedule, instead of the Postal address. It is not correct to put a PO Box or postal address in the schedule and you are not able to update the address field.
Currently only Partnership tax returns will pull the physical address to the Dividends and Interests schedule.
3 votesHi Julie, thanks for sharing this idea. We understand that having company details flow through to tax schedules automatically would help reduce repeated data entry when completing returns.
We hear the request for the company physical address to pre-fill into the Dividends and Interest schedule, so you don’t need to manually enter the information.
We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of improving data flow between company details and tax schedules.
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Jobs - Configuration for Public Holidays
Public Holiday configuration: There should be a place for admin to set up public holiday for all practice members instead of them having to submit individual timesheets.
The purpose is to have all necessary data for practice manager to do capacity planning accordingly.
3 votesThank you for contributing your thoughts and highlighting the improvements that are most important to you. We have reviewed your suggestion, and it is now open for community support. To increase its visibility, feel free to share the link with colleagues who might also benefit from this change. In addition to voting, other members can now provide feedback on how this update would enhance their personal Xero experience.
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XPH | Jobs - Show all activity statements (inc. lodged)
Since the change to the partner hub, this has disappeared.
I cannot be the only one who accessed activity statements from the job and not the tax returns tab?
They disappear into the tax return tab abyss now.
3 votesThanks for your feedback on how you use Jobs to access Activity statements, Kerrie. Good to have this understanding here and we'll see if there is a wider base of our community this resonates with too.
If we make any plans to change the way activity statements are shown on jobs I'll let you know, here.
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XPH - Add field for Trustees IRD number in Trusts Additional Contact
Client Information - Trusts - Additional Contacts - as we now have to have all Trustees IRD numbers for Trust tax returns, would it be possible to please add a line for Trustees IRD numbers in addtional conatcts?
3 votesHey Lynette 🙂
Thanks for sharing this idea — I can see why having a field for Trustees’ IRD numbers under Additional Contacts would be helpful when preparing trust tax returns, especially now that all trustees’ IRD numbers are required.
We’re moving this idea to Gaining Support so we can better understand how many practices would benefit from this and the different workflows involved.
Now all that's needed is to share the Idea with your colleagues and friends so they can Vote and Comment!
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Job Manager - Bulk Update suggested Notification Process
Incorrect Bulk Update and Suggested Notification Process
Example Scenario:
On Job Manager, a staff member accidentally selected all active jobs and changed their status from “In Progress” to “Completed” using the bulk update feature.
Impact:Over 150 jobs were marked as completed.
Workflow visibility was disrupted, and deadlines were missed because jobs disappeared from active lists.Root Cause:
Bulk update permissions were too broad.
No audit trail or alert triggered when job states changed.Recommended Controls:
Trigger Email Notifications for Job Status Changes/Setting up email alerts
Detecting incorrect bulk updates
Reverting changes quickly Options
Require confirmation before applying changes to…3 votesThanks for sharing this idea with us. We appreciate you outlining how safeguards around bulk updates could help teams manage workflows in XPM.
This idea is now in Gaining support status, meaning the community team have reviewed it and it's open for community support through votes and comments. We encourage others who'd find this helpful to add their votes and share their experiences.
In the meantime, it is worth noting that a custom job notification for job state change could be created in your XPM account if you haven't done so already.
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Invoice Branding - Ability to Set Payment Terms and Payment Methods at Contact Level
Overview:
Currently, in Xero, the branding theme determines the payment terms and payment method for invoices and bills. While this approach works for general branding purposes, it limits flexibility when managing diverse customer or supplier requirements.Problem Statement:
Many businesses have contacts with unique payment arrangements that do not align with a single branding theme. For example:Certain customers may require extended payment terms (e.g., 60 days) while others operate on shorter cycles (e.g., 30 days).
Suppliers may prefer specific payment methods (e.g., EFT, credit card) that differ from the default settings.Relying solely on branding themes for these settings…
3 votesHi Meehgan thanks for sharing this idea here. Appreciate having the need to have different payment terms for different contacts. While this is not an existing option in Xero, we are adding your idea to gaining support so that other members from the community are also able to add their comments and vote on this. :)
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Practice Manager (XPH) - Increase date range limit for custom fields beyond 50 years
Ability to add a date greater than 50 years. We have a custom field for trust vesting date (typically up to 80 years after formation). Since the latest update we are unable to add date greater than 50 years.
3 votesThanks for sharing your idea and what matters most to you.
We’ve reviewed it and it’s now open for the community to support! If others in your team would find this useful, feel free to share it with them.
Members can also leave comments to add detail and explain how this idea could improve their experience with Xero 😊
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UK Tax - Ability to run per tracking category for sole trader accounts
We have set up tracking categories in xero - one for Land & property and one for Self employment. I want to be able to import the data in to their tax return. I normally generate on xero tax the xero sole trader accounts to then be able to import these into the tax return. However, when i do the sole trader accounts, it pull through all information - L&P & SE. I only want the SE bit so i can add this to the SE section on the tax return. I have asked xero support if there is a…
3 votesThanks for sharing this idea. We appreciate you explaining how filtering sole trader account data by tracking category could support your tax preparation workflow.
As you've mentioned, tracking categories will be utilised to support multiple businesses for MTD for IT, however this isn't available with Xero Tax for sole trader accounts preparation.
We've reviewed your idea and now it's up to the community to get behind and support it.
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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AU Tax - Single Login for Consolidated Client Signing History
Add functionality to merge client accounts used to access previously signed returns (via portal.xero.com). This would ensure that when a client updates their email address, their full record of signed tax returns remains intact and accessible through a single login with the new email. This eliminates the need to log in with multiple accounts to view the complete history of signed returns.
3 votesHi everyone, thanks for supporting this idea, and letting us know the changes that matter most for you. We can see why a consolidated history on signing would be useful.
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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UK Tax - Automate Company Number, UTR number and Companies House authorisation code
We enter company number, company UTR number, director name when setting up client but why does this not get processed when preparing the company accounts and tax. We need to enter the company number, Company UTR number, Companies House authorisation code and director signing the return every time we want to use XERO tax. Surely there must be a way to simplify this so entering this information every time is a thing of the past.
3 votesThanks for sharing your thoughts on auto-populating statutory company details. We appreciate you explaining how this could streamline your tax preparation workflow.
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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UK Tax - Restrict dividend date to the period
You are able to post a dividend with a date in a different year. I don't think it should let you type a date outside of the period. Until you click review it does not flag an error
3 votesAppreciate your idea, Bethany - Thanks for sharing in product ideas. We'll start to get a sens of the interest in this from others in the community here.
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Clients | Invoices - Sorting invoices numerically
The previous post on this one has been closed for comments, but the resolution isn't complete. The invoices are allegedly now sorting by most recent invoice number first, but it doesn't work when you go over invoice 9999 to 10000 for example, 9999 is at the top and all the 10000's are further down the page (which is significant for weekly invoiced clients).
Also invoices transfer from current to archived when there is any payment attached to the invoice, even if it is only part paid.
3 votesThanks for sharing and feeding back on the change, Megan. I'll share this back with the team. We'll let you know here if there are any further changes planned.
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Manual Journals - Suggestion to add auto-reverse date to posted journals
When creating a journal and posting it, if we want to go back and make it an auto-reversing journal, the only way is to click "copy" or "reverse" then enter a new journal at a required future date. When doing this, Xero does not link the two (i.e. does not recognise the new journal as an auto reversing journal with the usual hyperlink and note). My suggestion is for Xero to keep the "auto reverse" field open when editing already posted journals. Two example use cases:
1) Accidentally posted journal as a standalone journal and want to then make it…
3 votesThanks for sharing your idea, 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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ATO Compliance Reporting - Suggestion for "Unlodged Activity Statements" Report
Looking for a report that identifies clients who have registered for GST or PAYG with the ATO but have not lodged any Activity Statements (AS). This needs to be linked to the ATO. (some of these clients are new to needing to complete AS).
We are currently using MYOB for this feature.
Attached is a sample (this report does to PAYG etc)3 votesThank you for submitting your detailed idea and highlighting the key improvements you are looking for.
Your suggestion has been reviewed and is now live for the community to consider and support. We encourage you to share your idea with colleagues who would also benefit, as their votes will help demonstrate the demand for this change.
Other members can also now leave comments to provide additional context on how this idea could enhance their experience with Xero.
- Don't see your idea?