36 results found
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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.
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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
-…39 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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ATO - Pre-fill PAYG Installments report
In Xero Practice Manager, we can view the ATO prefill PAYG Instalment amounts for each client individually. Is it possible for XPM to create a report or export option that allows us to download the full ATO prefill PAYGI list for all clients at once?
13 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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Hide Chart of Accounts codes in imported descriptions for Xero Tax returns
When data is imported from Xero HQ or a client’s Xero ledger into Xero Tax, the system automatically appends the Chart of Accounts code to the account name e.g. “Sales (400), even when the underlying Chart of Accounts name field does not contain the code.
While this improves traceability, it creates unnecessary clutter in the tax return view and workpapers, especially where codes are not relevant for presentation to clients.
Users also cannot rename or hide the codes within the Xero Tax interface.
I request that a feature be included where you can add an option (checkbox or setting) within…
11 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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Creating a default for the Agent field
I am hoping it might be possible to create a default for the Agent setting. If this were possible, when we add new clients onto XPM, the Agent field would default to our Agent details, as we only have one Agent to select from.
7 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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XPM - Multi Entity Invoicing
It would be fantastic if XPM could facilitate multi-entity invoicing. I.e. syncing invoices relating to certain staff/clients/jobs to a second (or third) Xero blue file. Having 3 ABNs running though 1 practice management system currently requires either 3 instances of XPM, tricky for those staff collaborating across different divisions or a lot of manual manipulation to split fee income.
3 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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XPM Audit Trail / Change History in Xero Practice Manager
When using Xero Practice Manager (XPM) for job management, it’s incredibly difficult to maintain visibility because there’s no audit trail or history log for key actions like:
- When a job was created or reassigned
- Who changed the job’s due date or status
- When a job’s responsibility moved from one team member to another
This lack of transparency makes it almost impossible to track accountability or performance accurately.
Why is this so important?
As a firm, we track job completion and lodgement performance, but without a history log, we can’t see whether a job was reassigned after the due date or…4 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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Ability to Select a Partial Main Residence Exemption Code (in the CGT Worksheet section)
Recently we had a client who sold their property, which triggered a CGT event. The property was initially their main residence, however this ceased once the property commenced being rented out. Therefore, a partial main residence exemption applies, however Xero Tax doesn't currently provide a code to acknowledge this scenario, once providing a main residence exemption code (see attachment). For enhanced clarity, it would arguably be useful if such a code was provided, so the gross capital gain can be apportioned between the amount subject to CGT & amount subject to the full MRE.
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.
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Unreconciled transactions showing by spent amounts only
It would be great to be able to filter unreconciled bank transactions in the bank rec so that it displays only spent amounts (and not received amounts).
We have several thousand bank transactions in each month (mostly received amounts) under this entity and it would be great to be able to filter by unreconciled spent amounts only so that these transactions could be matched and processed before we run a weekly report of payables so that this report is accurate.
Thanks.
Marco
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.
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Bring back the functionality lost with the new Xero HQ interface.
The new Xero HQ is pretty but important functionally has been removed especially in the Staff tab.
With the previous version of Xero HQ we could go to the STAFF tab click "Assign client" and we could use the search bar, select multiple organisation with different names, tick them and assign permissions to them all in bulk. This can longer be done as the search bar "forgets" what was selected, when the selection is not on the same page.
From the staff view we now cannot see the roles of each and every staff member, we need to click on…
1 voteHi 👋 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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Trial Balance with Similar Account Type Groups
Dear Xero Team,
I’d like to suggest a feature enhancement for the Trial Balance report in Xero. It would be incredibly helpful if we could group similar accounts under custom headings—similar to how MYOB AE offers a "Account Type Group" feature.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.
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atomate & XPM Integration
As good as ATOmate is, it doesn't actually integrate to Xero. Every day or two, we need to manually run a couple of reports to get the correct data into ATOmate. According to ATOmate, this is an issue with the Xero API. There is a related issue with fee from refund integration, it would be great if the API could be adjusted to allow additional data to flow directly.
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.
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Report Format - Allow for a 'fit to page' option when exporting to PDF
Adding additional formatting options for reports so that we could fit reports to one page when exporting to PDF. Too many financials currently export with one or two line on the last page. This creates messy looking financials that are too many pages.
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.
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Xero Tax Sole trader accounts - Ability to run per tracking category not for all information
We have set up tracking categories in xero - one for Land & property and one for Self employment. I want to be able to import the data in to their tax return. I normally generate on xero tax the xero sole trader accounts to then be able to import these into the tax return. However, when i do the sole trader accounts, it pull through all information - L&P & SE. I only want the SE bit so i can add this to the SE section on the tax return. I have asked xero support if there is a…
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.
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notes
Notes for Clients - XPM migrated from using the 'Folder' field to a new 'Tag' field within the client record’s Notes section, to unifying 'practice management tools'. What was the point of this? We could run a report of notes and filter with 'Folder'. But with the new 'tags' you can only filter by tags within a single client. This makes no sense and has removed significant functionality of the notes in XPM. Also, "existing folder-based notes will be automatically migrated" has not happened - existing notes have not been updated with tags.
As a product idea: if replacing the…
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.
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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 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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Merged client access to signed returns upon email change
Add functionality to merge client accounts used to access previously signed returns (via portal.xero.com). This would ensure that when a client updates their email address, their full record of signed tax returns remains intact and accessible through a single login with the new email. This eliminates the need to log in with multiple accounts to view the complete history of signed returns.
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.
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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 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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Default GST Inclusive invoices from Xero Tax(AU)
Setting option to ensure that Invoices created via Xero tax automatically default to GST Inclusive.
1 voteHi 👋 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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VAT - Effective Date of VAT Registration
I would like to recommend adding 'Effective Date of VAT Registration' on the Financial settings, as this information can easily disappear amongst all the many documents we store for the client and also easily mistaken as the Date of company incorporation that can lead to many issues down the line with HMRC.
1 voteHi 👋 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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