939 results found
-
Practice Manager | GST period - More filters
I would like to be able to create a report of clients whose GST filing is due but there are not enough fields to filter them out. We can select 2 monthly but not select whether they are '2 monthly odd' or '2 monthly even' and we can select 6 monthly but not choose which 2 months of the yer their returns are due. It would be great if we didnt have to enter the same info twice by creating a custom field.
3 votes -
My Xero/Practice Home - Sort organisations by Most Recent, not alphabetically
I'd really love to see an option in My Xero where the default sorting can be set to the file most recently opened by me (as opposed to alphabetical, or the file last viewed date). That way all of the current clients I'm working on will be near the top of the list rather than having to scroll down and find them, or search each time!
3 votes -
Xero Tax (AU) - Ability to share deductions
I would love to be able to share deductions between spouses in individual tax returns. Quite often spouses have donations or investment related expenses that need to be split. This would save time.
2 votesThanks for sharing your idea, Jenni. We'll start to get a wider understanding of the interest for this from Partners here.
Feel free to share this with other colleagues that would like to see this too, so they can add their vote.
-
AU Tax - Option to retain imported Superannuation Income Stream schedule while excluding non-taxable amounts
When Superannuation Income Stream information is imported from ATO Prefill, the amounts are automatically included in the individual's taxable income calculation. In some cases, this treatment is not correct, however there is currently no option to retain the imported schedule while excluding the income from taxable income calculations.
Attempting to adjust the schedule can result in validation errors, leaving deletion of the entire schedule as the only practical workaround. This removes useful prefill information and reduces the audit trail within the return.
2 votesThanks for sharing this idea. Being able to retain imported Superannuation Income Stream schedules while excluding non-taxable amounts could reduce manual work and preserve ATO Prefill details.
I’ve updated the status to Gaining Support so we can continue tracking community interest. Add your vote and share your use case.
-
Tax Manager - Export 'Ready to Start' returns list and ATO Income Tax Client Report
The new Tax Manager and Ready to Start tab is excellent, but after my first attempt at pre-filling, there is a discrepancy in the total returns in my pipeline per Tax Manager vs my total returns due/lodged per ATO Online Services.
I can export my Income Tax Lodgement Status directly from ATO Online Services to a CSV file, however there is no way to export the list of 'Ready to Start' returns, nor even the specific imported 'Income Tax Client Report' as pulled by Partner Hub from the ATO. I'm aware that Xero matches clients from that report to existing…
2 votesThanks for taking the time to suggest this. A way to export the Ready to Start list and ATO Income Tax Client Report directly from Tax Manager could make annual tax data matching much more efficient.
Having both lists in CSV format could allow practices to filter, compare and identify discrepancies in bulk rather than checking each client individually.
I’ve updated the status to Gaining Support so we can continue tracking community feedback. If this is something you’d use, add your vote and share how you’d like the export to work.
-
Xero Sign - Signature request log and timestamp history for accounts and tax returns
Can there be a log of when a signature request has been sent for signing the accounts and corporation tax return?
2 votesThanks for bringing this to the community, Samantha. We understand the main request is to have an audit trail for e-signature requests, rather than relying on individual document statuses or email records to track activity.
I’ve updated the status to Gaining Support so we can continue tracking community interest. What information would be most useful to have in a signature request history?
-
Xero Sign: Default to 'unpaginated' for e-devices, phones and tablets
At present Xero Sign defaults to a paginated view when the client is trying to sign off their documents, but this does not display properly on a phone or a tablet. The central area is blank and can't be scrolled. If the software defaulted to 'unpaginated' this solves the problem with mobile browsers - have tested on Apple and Android devices and clicking the 'unpaginate' link displays the document correctly.
2 votesHi everyone, thanks for sharing your feedback on this idea.
We understand the request to default Xero Sign documents to an unpaginated view on phones and tablets, which could make signing more straightforward on smaller screens. We’ve reviewed this idea and it’s now open for community support through votes and comments.
We encourage others who would benefit from this to add their votes and share their experiences, helping us understand the broader need. We’ll continue to monitor the feedback and update this thread as we learn more.
-
AU Tax - Colour code signature status
Colour Code the status of the AS/Tax return to make it easier to quickly see as currently the screen is hard to see as it looks similar (for example returned green - out to sign orange etc etc)
2 votesHi Sheri, we understand the request to use colour coding for signature statuses in Xero Tax, so statuses such as Returned and Out To Sign can be identified more easily at a glance.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know which statuses you’d find most useful to colour code.
-
Clients - Reports that show number of clients in a group
When I view the groups in the client tab, then manage groups, it shows the number of clients in each group, but I cannot export that information, or I cannot report on the Group number of clients data.
Seems that this isn't a big issue to create a new field to add to the Group report for number of clients in each group, because the data is there...
2 votesThanks for sharing this idea. We understand the request to include the number of clients per group in reports for exports. Having this information available could make it easier to review client allocation and prepare practice reports.
We’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and share how you’d use the client count.
-
XPH | Jobs - Xero to XPH Sync for Invoices
We need additional syncing for when invoices are completed so wash ups don't have to wait the 24 hrs to complete.
2 votesThanks for sharing this idea. We’re moving it to Gaining support so we can understand how broadly the community would benefit from more frequent syncing of completed Xero invoices into Xero Practice Manager, rather than waiting for the overnight sync.
If this would help your practice, please vote for the idea and add a comment describing your workflow or the impact of the delay. Community feedback will help us gauge interest and better understand the need.
-
Clients - Tracking checkboxes/indicators for compliance tasks (Super, Wages, BAS, IAS)
Client List - Buttons to tick if Super Guarantee, Wages, BAS, IAS have been done for Month/Quarter. Helpful to keep track of To Do's & Done's. Also especially now for PayDaySuper.
2 votesThanks for sharing this suggestion. We understand the request for compliance task indicators for Super, Wages, BAS and IAS directly on the Client List. Having these visible at a glance could make it easier to track what’s been completed and what still needs attention.
We've updated this idea to Gaining Support so we can continue tracking community interest. Add your vote if this could help your practice and let us know which tasks you'd like to track.
-
AU Tax - Quarterly PAYG instalments notices
In NZ practice manager tax agents can send out provisional tax letters to clients from practice manager, has the ATO given the green light in Australia to allow Xero to obtain this information so that tax agents can send out PAYG instalment notices to clients. I know ATO mate and others have found a work around to obtain ATO correspondence etc from the ATO.
2 votesThanks for taking the time to suggest this, Angus.
We understand the ask to process PAYG instalment notices from within Xero Tax. We've updated this idea to Gaining Support so we can continue gathering feedback.
-
AU Tax - Option to show TFN when printing return at any time
At the moment, we can only print the tax return to show the TFN before changing the status to out-for-sign. The option should be available at all times to enable printing the tax return with the TFN when required. We have received a few requests from banks asking for the tax return with the TFN, but we aren't able to reprint it once it is lodged.
2 votesHi Ribert, thanks for highlighting this. We can see how being able to print or download a lodged tax return with the TFN visible could be helpful when clients need to provide documents to banks or other third parties.
Currently, the option to display the TFN is only available before the return progresses beyond certain stages of the workflow. Once lodged, the TFN is masked on generated copies to help protect sensitive information.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular scenarios where you regularly need to reproduce lodged returns with the TFN visible, we'd appreciate hearing more about those use cases.
-
NZ Tax - IETC part year calculations up until entitlement for Best Start payments commences
Why will the IR3 Tax return not let you claim the IETC for the number of months a client is entitled to, before Best Start payments start. It will calculate the IETC for the 9 months in the return but as soon as the Working for Families schedule is added with the Best Start Payments boxed ticked it changes the calculation to NIL.
You would think that the IETC calculation would remain or could be manually over-ridden so all calculated amounts would show on the tax summary for the client. This could be flagged when an audit of the tax…
2 votesHi Joanne, appreciate you raising the idea with us here.
Just to confirm how this currently works - in the Xero Tax IR3 form, IETC is tied to the income amount entered in the return. The question that asks whether they're eligible is part of the form logic, and will determine if your income or status is non-qualifying. If this is the case it'll mark IETC as unavailable.
While we'll get a sense of the wider interest in a change for this here, we want to be upfront that we don't have any short term plans for changing this forms logic.
-
AU Tax - Detailed breakdown of prefilled Allowances from STP data
I refer to
CX0018002998this https://productideas.xero.com/users/6251636716-christopher-le was wrongly merged to another idea.
I paste it again
When the label 2 of an ITR is prefilled, I want to be able to detail or write a breakdown of what that allowance amount consist of from the client's STP income statement. e.g.
- Laundry ###,
- Motor vehicle ###,
- Telephone ###at the moment the function just inputs the total allowance figure shown in prefill
2 votesHi Christopher, appreciate you sharing your thoughts on this. While STP prefill helps reduce manual entry, we understand there are times where additional detail is needed to complete the return.
Having a clearer breakdown of allowances within the tax return could help reduce manual work. We’ve updated the status to Gaining Support so we can track feedback and share interest with the product team.
-
AU Tax - Allow bulk EFT Report retrieval
In XERO Tax - when retrieving the EFT reports for monies into Trust. Currently XERO only allows one at a time. If you have 30 or 40 fee from refund returns in one day, you never get the reports in time. Other softwares allow a bulk download that shows (eg - on 20 April 2026) this many deposits were made to your Trust Account and these are the clients they are in relation to. This is one snapshot for one day. It is an impossible function as it stands for big practice.
2 votesThanks Meschel for raising this. We hear that managing EFT reports individually can be time-consuming.
The idea of bulk exporting EFT details in one action could help improve efficiency for firms handling larger workloads. This has now been moved to Gaining Support so we can continue tracking demand and share it with our product team.
-
XHQ - Bulk amend access to File VAT returns
It would be great if we could remove access to Filing VAT returns for staff members from all client organisations that they have access to. currently we have to go into each individual organisation to remove this.
2 votes✨ Hi everyone,
Thanks for sharing your feedback on this idea.
We appreciate you explaining how clearer control over staff VAT access would help when managing client access across Xero HQ and client organisations.
We’ve reviewed this idea and are moving it to Gaining Support. This means it’s now open for votes and comments from the wider community.
If this would help your practice, please keep voting and share any specific examples of how this would improve your workflow. That extra context is helpful for our team when assessing impact and prioritising future improvements.
We’ll continue to monitor the support this idea receives and update the thread if there’s progress to share.
Thanks ✨
-
AU Tax - Ability to create a Custodian Relationship for SMSF's
Would it be possible to create a new relationship option for Self Managed Superannuation Funds - 'Custodian'. Often when we have SMSF's with properties the SMSF has a trustee company and also an additional company as Custodian for the SMSF. It would be helpful to link both companies to the SMSF via relationships to get a better view of the client's structure.
2 votesHi Bianca, thanks 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.
-
Allow businesses to access workpapers
Allow businesses access to workpapers including workflows etc, the same as accounting practices have. This will allow bigger businesses to set up appropriate workflows and not have to take reconciliations out of Xero to complete, saving time and improving processes.
2 votesHi Arna, just to check in on your idea here - Are you asking for small business without a Xero advisor to have access to Workpapers?
-
Xero Tax (UK) - Option to change filings dates
Our understanding is that it should not be necessary to amend the year-end date at Companies House in order to file an accounting period that falls within −7/+7 days of the year end, as doing so would constitute an extension of the accounting period, which we would prefer to avoid.
At present, Xero does not support this scenario, nor does it offer an alternative recommended approach. It would therefore be helpful if Xero could address this limitation.
The only workaround we can see available is to change the year-end date to the 30th or 31st where it is not already…
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you highlighting the importance of having flexibility when filing within the acceptable Companies House range without amending the official year-end date.
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.
- Don't see your idea?