837 results found
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audit report of user activity in Xero Tax
We would like to have an option for a Tax Return that has been deleted off the system to effectively sit in a recycle bin before it is immediatley deleted off. Would also like to suggest having the ability to see a report for any such returns that are deleted off to see who has done it and the date.
8 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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Classic Workpapers - the Ability to export workpapers to pdf in Bulk.
Classic Workpapers - the Ability to export workpapers to pdf in Bulk. In preparation for the end of the classic workpaper, so that we can upload to our document management system for future reference and audit requirements.
6 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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audit report of user activity in Xero Tax
To have a "history" tab on a client that would show when someone has made a change to something (an address, a phone number/client details) along with who would have archived a client on the system.
The history tab would be a great aspect for support hub team members so they can ask that person if there is an issue or to see a date and time that this has happened to then liase with the client.
5 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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Updating Multiple Addresses
The ability for XPM to show where a home/postal address has been used and action a bulk update has been removed. This was a standout feature of Practice Manager and it's removal has caused great annoyance at my firm. Please consider bringing it back!
5 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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Practice tools - General feedback on the new update
As a client who uses XPM every weekday, I wanted to provide some considered feedback on the most recent update.
I intentionally used the updated software for several weeks before writing this, to ensure my feedback was fair and based on real, day to day use. Unfortunately, despite giving it a genuine chance, the update has not met my expectations. In my experience, the software has become less efficient and more inconvenient to use compared to the previous version, which I found to be extremely well designed.
Below is my detailed feedback.
Client Page Layout & Visual Design:
The updated…4 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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NZ Tax - Correct amount when provisional tax unpaid & provisional date has passed
If a client fails to pay the first installment of provisional tax why is it then added to the next installment and then P1 shows as nothing due. This is incorrect, the amount due at P1 is still the same (per the IRD), the debt at P1 has not moved to P2. What happens for client's who have RIT over $60k?
59 votes -
NZ tax - Run an exportable report on outstanding & mismatched transfers/refunds
Would be very beneficial to be able to run a report listing all clients who have outstanding transfers and refunds for a period (and export it). We need to be proactive and contact the IRD before they refund the client instead of actioning a transfer as requested. In APS we could pick up any mismatch early and were able to contact the IRD or the client and rectify quickly.
52 votes -
Practice tools | Tax Statements & Payments - Indicator for roll forward notes
For notes made in Tax Payments: these need to be split into 2 areas, (1) notes pertaining to that provisional installment and, (2) notes that will continue to roll forward.
It is crucial that even if the installment date has passed, the notes are still visible. Also from the main Tax Payments screen we need an indicator on the client row to show that the client has an active note (with the ability to archive a note as well).
54 votes -
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 -
Xero Tax(AU) | Worksheet to calculate number of days not liable for M2 (Medicare levy surcharge)
When some client has more than 1 health insurance policy and the period of the same are diffrent and sometime overlapping we need the work out this manually which can sometime be wrongly caluclated and can impact the tax estimates.
Xero should have a worksheet where we can enter policy details along with perioid of coverage to that it can calculae the days acurately. Similar feature is avaialble in MYOB AO and comes in very handy.
130 votes -
New Zealand Tax - Summarised Consolidated Tax Position
Have the ability to run a report to include in the Financial Statements that is a Group Summary, so includes all selected entities within a group and details all amounts payable or refunds due for all upcoming provisional and terminal tax dates (regardless of balance date) and a Net Tax position
46 votes -
NZ Tax - Tax Payments (Notices) generated for Working for Families
Product Enhancement idea: have the ability to generate notices (Tax Payment letters) for clients who have been overpaid WFFTC and need to repay the IRD.
44 votes -
NZ Tax - edit bulk email addresses
Please reinstate the ability to edit email addresses under the bulk email function under Tax > Payments. Depending on the type of tax notice, we have to send a tax notice to a staff member and copy in an additional person. It will not allow us to enter in a second email address under the client profile. This is very time consuming if we have to send it out twice and inefficient.
32 votes -
Removing staff access permissions - Double handling
The option to remove permissions from a client has gone with the new Staff experience.
When removing access permissions for staff, you can now only edit their permissions and when you select the "No Access" Option under organisation access and the Payroll option disappears. Applying this does not remove payroll admin permissions, so when you want to remove a team members access to a client you have to action the permission update twice.
The new experience was supposed to simplify the staff management, not add more steps!
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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Restore Relationships Collapsible View
One thing that's particularly frustrating to me about the new UI is the non-collapsible view for relationships. We have clients that are part of big groups with lots of relationships, and it now looks very cluttered, and quite annoying when we have to scroll down.
Please restore the drop-down view (and change back to the smaller font too) 🙏
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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Practice Manager - Add new WIP to an existing invoice
In other accounting management software, you can allocate WIP to a previously posted invoice. This is a really handy feature which prevents WIP being written off if a job has already been invoiced and no further invoices will be raised.
It helps with budgeting and KPI's (preventing WIP writeoff).
There are enough times when it has been needed, e.g. after a job has been completed and invoiced, and new information comes to light requiring a re-work.24 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.
36 votes -
Xero HQ fixed assets - Lookup to ATO Effective Life
In the Fixed Assets module, it would be helpful to have the option to link to the ATO's Effective Life tables when adding a new asset. This feature would allow users to search for the Effective Life of an asset. It should also be possible to overwrite this value, allowing you to input a different number of years if they choose to self-assess. Having access to the ATO's guidance would be extremely helpful.
19 votes -
Xero HQ - Connect client record when receiving subscription transfer request
Upon accepting a subscription transfer request, it would be great to have an option to "link to existing client record" or "create a new client record". There's currently no option for this and this creates double-up entries in Xero HQ which need to be manually removed, re-linked and archived.
24 votes -
NZ Tax - Check of Overseas Income Jurisdiction codes to identify invalid country code
NZ Tax Audit Check of Overseas Income Jurisdiction Codes needs corrected to identify invalid country code UK and bring up a red error message. The correct code for the United Kingdom is GB not UK, the audit check should pick this up at the audit check stage which it currently does not. Thus when we go to file the return the return goes in to error as the jurisdiction code is invalid.
70 votes
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