1151 results found
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Individual Income Tax Return - Future Year Return - Tax Rate
When preparing future year return, in my case, FY2025 tax return for one individual client, even though it shows 2025 tax year, Xero tax is actually FY2024 tax rate for calculation. So the result is not accurate. Will Xero Tax fix this issue in the future?
43 votes -
Workpapers - Inter-Entity
Xero workpaper functionality that can connect to more than one Xero file to reconcile inter-entity loan accounts, or confirm rental income and expenses, or Div 7A interest and expense, etc.
Eg: Debit loan in Company A, Credit loan in Trust B - can link both totals to see at a glance the loans match on both debit and credit sides.
Entity A pays related-party rent to Entity B - link B's income and A's expenses to see at a glance that the amounts are correct on both sides in both files42 votes -
Xero Tax (UK) | Ability to change order of expenses in the detailed P&L of statutory accounts.
Ability to change order of expenses in the detailed P&L of statutory accounts.
42 votes -
Workpapers - Ability to set period that workpaper is run across
Workpapers to run for periods (not just years) and for periods ending not on a month end.
The majority of my clients have a year end with 5 April. At the moment i would only be able to run the work papers to 31 March. I also have other clients with year end dates throughout the year.
In addition to this, I can only run the workpapers for a full year. What happens if a business ceases. Often we need to run a set of accounts, and therefore workpapers, for a shorter/longer period.
42 votes -
Xero Tax (AU) - Livestock Trading on Market Value
The current livestock schedule in trust tax return (and probably others) is insufficient.
We calculate livestock on Market Value in the Financials and inset these figures into the Tax Return, then use the Reconciliation area to bring it back to Average Cost.
This worked perfectly fine in MYOB Tax, as we could overwrite the average cost calculation in the livestock trading schedule. However in Xero Tax we can't overwrite the closing stock value.
The best I've been able to figure is to eschew the livestock trading schedule altogether, inserting the sale under Other Business Income and manually filling out the…
42 votes -
Workpaper | Fringe Benefits - Motor Vehicle private use
Have a workpaper for motor vehicle private use adjustments with calculators for FBT, logbook, and mileage reimbursement. Be able to have more than one like the home office workpaper does. And have this roll forward like the home office one does so that you can see the method used by the client and the FBT/logbook values etc.
42 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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Workpapers - Automatically populate GST Adjustments
Have the GST from workpapers such as Entertainment and Home Office automatically populate the GST workpaper
42 votes -
Practice Manager - Re-ordering of tasks on a job
XPM has been updated recently (April 2025) and the update has removed the re-ordering of tasks function. We used the re-ordering function to put all tasks in chronological order e.g. monthly payroll tasks, VAT returns, year end accounts were all arranged in date order. Since the update all the re-ordering that we have completed on jobs have been changed and now all tasks are non-chronological and in a jumbled order. This is very frustrating. Please could Xero re-instate the ability to re-order tasks as required? These changes are a backwards step.
41 votesThanks for sharing your idea regarding manual reordering of tasks on a job.
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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NZ Tax - Ability to add multiple default email addresses for tax payment letters
Ability to add multiple email addresses for tax payment letters.
This would be great if looked into very soon.
We have been manually entering additional email addresses which is a bit of a worry if a character is misspelt.
When copy and paste is used the changes get made to all clients and is a real disaster.41 votes -
Practice tools | New Client - Option to add Staff
We work in small teams and it would be great if we could get a "Staff" drop down added for the client set up. So we could know the partner on the account, the lead accountant/manager and the staff member that works on the file so we know who to approach for various issues :)
41 votes -
Report Templates - Option to only show logo on cover/front page
Option to choose where the logo is shown
Purpose: Consistency with brand/business internal guidelines. Formalities and looking professional to clients/stakeholders
41 votes -
AU Tax - Bulk selection and status updates
Returns Management User Interface (UI) - "All" Tab Improvements/Customization
To improve handling returns by adding bulk selection and status update functionalities on the "All" tab of the Returns Management interface. Also, suggesting having a customizable UI to best fit our workflow preference.
Key Features:
Action Buttons
- Located in the table header, these buttons perform bulk actions such as "Approved", "Out to Sign", and "Sign". They remain disabled unless one or more return items are selected.Checkbox
- Each return item has an associated checkbox to allow selection. By default, these checkboxes are unchecked.Select All / Deselect All
-…40 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.
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Practice Manager - Ability to archive Client Groups
Currently we are only able delete Client Groups in XPM. That means there are 'inactive' groups when the clients move on making it harder to see how many Groups you are actually working with.
It would be great to be able to Archive instead. This would keep the Group Count 'clean' and you can still report on Groups
40 votes -
AU Tax | Tax Return summary - Show tax refund/payable column
To have a column in the return screen that shows the detail of the tax return (e.g. estimated tax payable / refundable and / or the Taxable Income amount).
Purpose: To make the accountant easily review the tax summary returned.
40 votes -
Xero Tax (AU) - Add "Draft" watermark to returns
Some clients want to review their tax return on a PDF format hence it would be helpful if there's an option to put a "draft" water mark
39 votes -
Xero Tax (AU) | Import from Xero with substituted accounting periods
I love the function of being able to import data from a Xero file/ledger directly into a Xero tax.
However, it seems that you can only import date to 30 June. It doesn't appear to be able to import for a substituted accounting period.
It would be helpful to be able to select the period to import.
39 votes -
NZ Tax - Edit payment schedule on tax return
Xero tax software needs to be amended so that a provisional tax payment requested based on the previous year plus 10% shows up as the first installment of provisional tax due in the xero tax return even though the client hasn't made the payment but is required to have paid by the 1st provisional tax date. At present shows as 0.00 which is incorrect based on the inland revenue rules. So at present have to copy the tax return to a pdf export to word and then manually amended the tax return to show the correct tax payment that was…
39 votes -
AU Tax - Ability to include client phone number
When I use Xero tax it pre-populates the tax agent number overriding the previous entry in the previous year. We want this to be the client phone number due to we want the ATO to contact them.
Every tax return it is taking manual labour to change the phone number from the pre-populated phone number.
We'd like the option to pre-populate the client phone number like other client information.
We'd prefer to not have to delete any details to replace the phone number and this was resulting in tax return error.
39 votes -
Document Pack - Ability to cancel without client receiving notification
Document packs that are cancelled, send a notification to clients. it would be good to be able to cancel the document pack and have the option of whether or not to notify the client.
39 votes -
AU Tax - Ability to share Rental Property Schedules
The fact that it's so hard to get a rental property schedule to share from one return to the selected second client is very very very very annoying. If there were a button we could press to manually ask it to share across that would save endless saving, closing, opening, closing the whole program, turning off your computer and leaving my desk in frustration.
38 votes
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