1158 results found
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Practice Manager | Clients - Bulk look up and update
When will we have an option to update all client emails/phone numbers at the same time?
It would be really helpful if the system would search for all 'same' emails or phone numbers and allow for these all to be updated/amended.31 votes -
Xero Tax (UK) | Ability to switch between FRS 102 to FRS 105
Needed: an option button in Xero Tax which switches the Accounts between FRS 102 and FRS 105.
The majority of our Clients only require FRS105 Accounts to be submitted to Companies House but they all ask for FRS 102 Accounts to provide to their Bank or for applying for mortgages etc.
We also want them to sign FRS102 Accounts since they have much more disclosure and if Clients simply see the FRS105 version of Accounts, they question the fee we charge them for such a small output (not realising the amount of work behind preparing them).
TaxCalc (which we came…
31 votes -
Xero HQ - Document Packs automated reminders
As we have in XPM for unsigned documents, can we please have automated reminders for unsigned document packs?
31 votesHi everyone, you can now send multiple reminders at once - you can find out more about it 👉 here. This'll reduce the time spent sending reminders for document packs.
We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!
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Enable the ability to prepare a future year tax return for a SMSF
We need the ability to prepare a future tax return for a SMSF as this is required to wind up a fund prior to year end. A trustee company can't be deregistered with the ASIC until a final tax return is lodged with the tax office so the time delay in preparing a future return impacts the client on annual company statements and costs associated with that as well.
The ability to prepare a future year return in Xero tax exists for other entity types but not SMSF's for some reason.
30 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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NZ Tax - List view of all open Client Tax Returns
I would like a tax screen similar to the jobs, where I can see clients tax return status, taxes owing and overdue returns. It would be useful to have the option to update a client's return to show as not required or Auto Assess.
30 votes -
Xero HQ - Staff Audit Log
In any particular Xero account, you can review the history notes (essentially an audit log), however we do not seem to have the ability to audit a particular staff member's activity across all clients.
This would be useful if you have a particular firm employee making the same mistake across multiple reconciliations. You could see their access/activity log to know which clients you needed to review. Or if you simply needed to know every client the employee has touched in a certain timeframe.
30 votes -
XPM - Be able to look up client based on their client code
The ability to look up client by entering their client code. Currently we have to go to groups and find the client belonging to the group. Our admin system is based on client codes and it would make it easier having the client code look up option.
30 votes -
Xero Tax(AU) - Ability to create early Tax Returns for companies who switch from Financial Year to Calendar year
One should be able to create tax returns for Companies that switched their Financials years to calendar year, to avoid late lodgements. For Example, for the companies whose financial year is 1 Jan,2022 to 31 Dec,2022, need to wait till Jun 2023 to file their tax returns
30 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.
30 votes -
XPM Job filters - Add custom fields to Job Manager
Would love to be able to add custom job fields onto the Job Manager dashboard and be able to create filters from them.
29 votes -
Xero Tax(AU) - Separate user permissions for 'Mark as Approved' and 'Out to Sign'
It doesn't make sense that these are part of the same privilege checkbox.
Marking something as Approved is something that a senior person (manager/partner) is responsible for.
Marking something as Out to Sign is something that an administration person is responsible for.
Options are:
Give the admin person the privilege and they can approve something they shouldn't be able to (risk to firm).
Not give the admin the privilege and the manager has to log back into Xero Tax to mark it as out to sign after the admin person has packaged it up and sent it out (waste of…29 votes -
Personal Tax (UK) | Spouse link to automatically update joint income
A link between spouses to automatically update joint income so as to avoid posting the same information on each return and reduce the time spent on each return
29 votesHi everyone, thanks for the continued engagement and support in this idea.
While this is something we'll keep reviewing for Xero Tax(UK) there are no plans for adding spouse links right now.
If there's any development planned for this in Xero Tax(UK) we'll be sure to share an update with you all, on this idea.
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CA Tax - Separate accounts for GST & PST
I would like to see GST and PST in separate accounts not lumped into one account.
29 votes -
Xero Tax | Return - Re-arrange/Re-sort Line Items
Would love to be able to re-arrange line items in Tax Returns as we have everything listed in alphabetical order. In HandiSoft, we could click and drag lines.
Example situation:
Shares in 2020
BOQ
CBA
WBCShares in 2021
ANZ
BOQ
CBA
WBCTo add in ANZ, we need to delete BOQ, CBA and WBC, add in ANZ and then re-add BOQ, CBA and WBC. Very time consuming if there are multiple lines to add.
29 votes -
NZ Tax - Transfer donation rebate to multiple years, tax types and IRD numbers
Having the option to transfer a donation rebate to multiple tax types, tax years and IRD numbers would be great. For example, transferring credit to terminal tax and also provisional tax or tax owing from a previous year.
28 votesThanks for sharing your idea to improve our NZ tax product, 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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New Xero HQ Staff page - ability to filter to client groups when assigning clients to staff
On the old Xero HQ staff page, you could click on the staff member, add clients, and then filter to client groups.
With the new Xero HQ Staff page layout, this ability has been lost and it's vital for adding clients in bulk to particular office groups, particularly for our new starters.
28 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have 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 your idea could improve their experience with Xero.
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Xero Tax(AU) - Edit cover letter
Hopefully there will be an editable field / automatic tick box in the Cover Letter for the Tax Returns where the Trustee for the Trust is a Company (Corporate Trustee) where we can put the name/s of the client in the Salutation and not the Corporate Trustee. Our tax returns would show "Dear Company Name" which sounds / looks wrong instead of "Dear Individual Name"
28 votes -
AU Tax - Apportioning Motor Vehicle Schedule
The Ability to Apportion the "Motor Vehicle Schedule" to different item labels in the tax return. It would be really handy if we have that option.
28 votes -
Workpapers - Highlight accounts that need attention
Would it be possible to integrate a feature where the workpapers notify the user that there may be Xero accounts that have balances in the relevant year that have not pulled through to any of the workpapers being used (say for example because the report codes mapping for a new account has not been set up properly)?
28 votesThanks so much for everyone's support in this idea. I'm excited to share we have good news! The team's been working hard on a brand new Workpapers solution where you'll be able to highlight accounts that need attention. 😊
New Workpapers offers a seamless compliance workflow, making it easy to identify discrepancies with a rich working trial balance and in-built collaboration.
Starting to rollout in Australia, and we'll be following with release to other regions in 2026. We'll be sure to keep you updated on the progress here as we get closer to the release dates for other regions.
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XPM / Xero Tax - Ability to type the date instead of the date picker
To allow users to type the date in XPM.
Purpose: Because it is easier to type the date instead of the date picker.
28 votes
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