1204 results found
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Tax Returns
I’ve noticed that following the recent update to the Partner Hub, tax returns are being automatically added to Non-Compliance jobs and flagged as “ready to start” within in the job, with a start date of 01 Jan 0001.
This is causing confusion for staff, particularly because many of these returns are not linked to tax jobs and are instead appearing under corporate secretarial, superannuation, and BAS jobs.
When opening the return, the only prompt is to select the year and add it to the workflow.
As a result, we now need to manually check each job to ensure a return…
2 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. 🙂
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Trakc staff activities like xero history
Under XPM, ability to track what time staff last log in, which companies Xero, what activities (reconciliation/bills to pay) etc..
To track staff work live and have this track time in Xero for each company on top of the staff entry time per job (as this will include non Xero hours) for cross checking and reference
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Practice tools | Jobs - Update job state via quick time entry
In XPM when adding time through the clock, you can add the client, the job and the task that you are working on as well as add notes and mark as billable.
It would be really useful to have a drop down for the job state as well so that this could be updated once you have worked on the job. The ability for quick job state update already exists on the Jobs Overview table so would be good to have here as well from a workflow point of view
2 votesThanks for sharing your idea. We appreciate you explaining how adding a job state dropdown to the quick time entry interface could support your 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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Contacts - Suggestion to merge custom fields into standard Place of Birth field
Create a merge option for the new place of birth to merge existing Place of Birth custom field.
2 votesHi Victoria, thanks for sharing your idea and the changes you’d like to see.
Your idea is now with the community, and members can vote and comment to share how it could help improve their experience. Don’t forget to pass it along to anyone who might find it helpful 😊
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2 votes
Thank you for your interest in having multicurrency available on Xero’s Ledger plans.
We’ve carefully considered this idea as part of our ongoing product reviews. At this stage, enabling multicurrency for Ledger plans is not in our development pipeline, and there are no plans or timelines to introduce this feature for Ledger.
We appreciate your feedback and will continue to review our product roadmap based on customer needs and market demand. If the status of this idea changes in the future, we’ll be sure to provide an update.
Thank you again for your suggestion and for helping us shape the future of Xero. 🙂
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NZ Tax - Tax pooling indicator
Report Builder - for Tax Payment due report can information held in Tax Statements tab be included ie Tax Pooling Transfers information in Summary tab and Notes tab
2 votesThanks for sharing your idea for improvements to the NZ tax reports 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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Business Activity Statement - Improve process of recording 100% GST on Imports
AU 100% GST on Imports - this function needs to be improved. It's 2025 and we are still required to do manual adjustments for GST on imports to get the correct result. It shouldn't be this difficult!
2 votesHi Ryu, thanks for sharing this idea here. Appreciate that you're wanting to see improvements in the way 100% GST on import is recorded in Xero. We've moved this idea to Gaining Support and now it's up to the community to get behind it. In the meantime, we'll monitor this idea for more traction.
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Partner Hub - Ability to "group by" and "filter by" headers in Jobs widget
XPM shows your currently assigned jobs on the left, separated and grouped into the status of the job. This functionality is currently lost in the Partner Hub beta. It would be great to be able to "group by" status, in the jobs widget so provide some separation between different status jobs.
Would also be ideal to be able to "filter by" in a similar fashion, only showing jobs with a certain status for example.
Even better would be the ability to have multiple Jobs widgets - for example I would want a widget where that only shows jobs where I'm…
2 votesThanks for sharing your feedback on the Jobs widget in Partner Hub. We appreciate you explaining how grouping and filtering by status in XPM helps you manage your 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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Xero Tax AU - Item D6 Low Value Pool
Low Value Pool:
Xero has locked the entry of low value figures taken from Quantity Surveyors Report for rental properties in tax - item D6 and insists on creating low value pool schedule by entering the asset.
Per advice I received from specialist, I entered the figures and date from the beginning of low value pool e.g. 01/07/2019 with starting amount of $431.00. The following errors and issues come up:
1. The calculated amount was $162 which was claimed five years ago
2. On validation Xero gives error and asks for a date in current year i.e. between 01/07/2024 to…2 votesThanks for sharing your idea, and letting us know the changes that matter most for you. It is recommended that for assets purchased in the current year, enter the date they were first used; otherwise, leave that field blank. Also, note that the Xero Tax Low Value Pool is not a comprehensive asset register and therefore does not record the original purchase cost. We've added this idea to Gaining support and it is up to the community to get behind it and support it.
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Xero HQ | Insights - Colour Adjustment to Bank Reconciliation Status
It would be beneficial for the Bank Reconciliation Status to return positive insights as well. I have attached a rough adjustment for the 'Up to date' flag, and I feel the slight CSS value adjustment here makes it more visible that the Bank Reconciliation is in fact up to date.
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you highlighting how visual improvements to the 'Up to date' status in Xero HQ Insights could make positive reconciliation statuses easier to spot.
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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Bank Reconciliation / Accounts Payable - Option to Post Received Supplier Funds as A/P Overpayment
Want to be able to post money received overpayment's to accounts payable.
At the moment, if a supplier sends back money and we don't yet have the paperwork, to clear the bank rec we need to add as an overpayment (tight closing dates) However, as its money received it automatically gets posted to the sales ledger. It would be good to have the option to post to the payables ledger so this can be allocated here
2 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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Clients - Sync Partner and Manager from a Job with clients
If the Job has a Partner and Manager - carry this across to the client view with a notification for the Admin to check if correct. Most of the time the Partner and Manager will be the same staff as in the job. Result more streamlined for reporting purposes in client manager.
2 votesHi Mel! Thanks for the suggestion - Get how this would streamline things for you. Have shared this back with the team so I'll be sure to let you know if there are any updates planned 😊
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Contacts - Supplier Statement "Detailed Ledger" (Running Balance Statement)
We need a new report for suppliers that functions as a true detailed ledger with a running balance.
The Problem: When we need to reconcile an account with a supplier, there is no single, clean report that shows a simple chronological history of all bills and payments. We can run a "Supplier Transaction Report," but it's often not in a simple, statement-style format that's easy to read or send to the supplier.
We need the Accounts Payable equivalent of the "Detailed Ledger" statement that is also needed for customers.
The Request (Solution): Please create a new report, "Supplier Detailed Ledger,"…
2 votesHi Jasmine, thanks for sharing this idea with us. We can see why this would be helpful for some users. Currently, Xero offers the Supplier bill activity report and the contacts Activity statement. While this information is available on the account transaction report,it is not available in a Statement format. We've moved this idea to Gaining support so that other users who want this idea implemented can vote for it as well. You may share this idea with your colleagues to get more traction!
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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.
2 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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NZ Tax - hold tax return until after P1
NZ Tax 50/50 split to automatically prevent INC return from filing before P1 date. When selecting 50/50 split in the XPM Statements area, the INC return automatically drops all P1 payment details from the Income Tax payment schedule. It also suppresses the P1 tax notice from XPM Payments area.
Can it also stop the filing of the Income Tax return until after the P1 due date, or put a warning in the Audit Check that 50/50 has been selected and the filing date is not set.
2 votesHi Sharon, thanks for sharing your thoughts on NZ Tax filing controls. It’s really helpful to hear how automatic filing prevention could support your 50/50 split workflows.
At the moment, Xero Tax doesn’t automatically hold returns before P1, so timing still needs to be managed manually. Some practices choose to set a future Tax Return File Date in XPM, which delays filing until the date they’ve chosen, though we know this won’t suit every setup.
We’ve moved this idea to Gaining support, and it’s now open for the wider community to join the conversation. If you’re open to it, adding a little more detail about your workflow could help others see where this makes a difference.
For anyone else following along, we’d love to hear your experiences too. The more perspectives we gather, the better we can understand the need. Looking forward to seeing the discussion grow.
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Client groups - Work in progress
When using client groups and clicking the Work in Progress Button, there is nothing showing when there is WIP in the group.
It appears the group name is not pushing through the WIP link to the filter properly.
2 votesHi Ben, while WIP should be appearing for all the clients in the group our product teams have found an issue for some users where this isn't loading correctly.
We have intentions to fix this however a couple of other items that they have attention on first, I'll share when work for this gets picked up. Thanks
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Practice Manager - Stop auto correct for daylight savings in Timer
To stop the autocorrection for daylight saving in the Timer. I know only happens twice a year, but is very frustrating trying to enter time when the Timer keeps adding (or removing) an hour from the time entered. For example - when enter 09.00 in the Start time, jumps to 10.00; then when enter 10.00 in End time, both the Start and End time jump to 11.00.
Please can have corrected so the time does not autocorrect.2 votesThank you for sharing your valuable suggestion and clearly outlining the specific changes that matter to you. We've reviewed your idea, and it's now officially open for the community to champion and support! To maximize its visibility and potential, please share it with your colleagues who would also benefit so they can add their vote. Beyond voting, other members can now comment to provide additional detail on how this improvement would enhance their experience with Xero.
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XPM - Client group filter members
Please add a column or filter to the XPM Job Manager screen for client Groups. There is currently no column/filter for client group in the job manager screen in XPM - which means if you want to see all the jobs for a client group - e.g. Alf Barbagallo - have to search each entity individually. Also means cannot easily do a bulk update for all jobs in a client group.
2 votes✨ Appreciate you raising this, Julie! We understand how adding a client group filter to Job Manager would speed things up and cut the back-and-forth. In the meantime, a quick workaround: press Ctrl + F (Cmd + F on Mac) and type the client’s name into your browser’s search box to jump to matching entries on the page. Your idea is now in gaining support, so it’s open for votes and comments. If you can, please share it with colleagues who’d benefit—more support helps us gauge impact and prioritise what matters most.
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Xero Tax - What if function
It would be very useful if Xero Tax have a What-If function to test different tax outcomes before finalising a return.
2 votesHi YiLing thanks for sharing this idea. Currently Xero allows the ability to use draft returns and the "Estimate" tab for basic scenario testing. For complex scenarios, it is recommended to use ATO calculators and compare results manually. We will move this idea to Gaining support and monitor for more traction from users.
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XPM Invoicing - Customisable default sort order on the invoice list.
We should be able to customise this invoice date order as a default setting, it opens in no order and having to click on the Due Date twice every time to get the invoices in order of latest to oldest to check before billing on every client is a real pain and waste of time when we have to do it so often.
We would appreciate you looking at making this a customisable setting very soon, thank you2 votesWe appreciate you sharing your valuable idea and identifying the changes that matter most to you. Your suggestion has been reviewed and is now open for community support. The next step is getting votes! Be sure to share this with colleagues who would benefit so they can add their vote. The community can also comment to provide further insight on how your idea could enhance their Xero experience.
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