XPM - Restore number of notes & number of tax returns indicator on Client
Following the XPM updates in November and December 2025, the Tax Returns and Notes tabs no longer indicate whether a client has any open tax returns or existing notes.
This indicator was previously used to quickly identify active items on a client without needing to open each tab, we are particularly missing the notes indicator.
As similar indicators are still shown for Jobs and Invoices, it would be helpful for consistency and usability if this functionality could be restored for the Tax Returns and Notes tabs as well.
Natascha Natke
shared this idea
Hi everyone, thanks for your feedback on this. We appreciate you sharing how the number indicators for Tax Returns and Notes helped streamline your workflow in XPM.
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Joss Rhodes
commented
XPM - Client Information view - on top line could numbers show to indicate active Tax Return and Notes
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Chloe Dunstan
commented
Show number of tax returns currently open on the Client Profile. This used to be a feature until the recent update. We can see the number of Jobs, Quotes, and Invoices, but not Tax Returns unless you click on the tab.
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Tania Kowalski
commented
In the old xero version, when you clicked on a client you could see a number next to "tax returns" for that entity. Now you have to click on the group to view, then click on Tax Returns to see who as an active tax return/activity statement.
It would be helpful, that when you open a client, you can see if there are any active returns without having to click on "Tax Return"
The new top toolbar, shows Active Jobs, but need it to show active Tax Returns.