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We would like to suggest adding “Specified Individual” as an available relationship option within Xero Partner Hub.

Currently, when managing relationships for clients, the available relationship types do not always accurately reflect the nature of the individual’s role or authority in relation to the entity. In particular, there are situations where an individual is a specified individual for tax, ATO or other compliance purposes, but there is no appropriate relationship type available to record this in Xero Partner Hub.

Adding “Specified Individual” as a relationship option would allow accounting practices to accurately record and identify these individuals against the relevant client/entity. This would improve the accuracy of client records and reduce the need to use an alternative relationship type that does not accurately describe the individual’s role.

Ideally, the new relationship type would:

Be available alongside the existing relationship options in Xero Partner Hub.
Allow the specified individual to be linked directly to the relevant client/entity.
Be visible to practice staff when reviewing the entity’s relationships.
Be recognised across relevant Xero practice and ATO-related workflows where relationship information is used.

This would provide greater flexibility and accuracy when maintaining client relationship records and would be particularly useful for accounting practices managing entities with multiple individuals and varying roles.