Practice tools

3 results found

1. Restrict Tax Tab Visibility Based on Client Access Permissions

   Problem

   Xero currently allows practices to restrict staff access to specific clients. Under the Clients section, staff members can only view the clients they have been granted access to.

   However, when the same staff member clicks on the Tax tab, they can view the full list of client tax returns across the entire practice. This effectively bypasses the client access restrictions that have been configured and undermines the purpose of limiting staff visibility.

   Why This Matters

   Many firms use client access permissions to:

   • Protect confidential client information
   • Segregate duties among team members
   • Ensure staff only work on their allocated client portfolio
   • Meet internal privacy, security, and compliance requirements

   If staff can still see all client tax returns through the Tax tab, they gain visibility of clients they were never intended to access.

   Proposed Solution:

   Introduce a permission setting that aligns the Tax module with existing client access restrictions.

   Suggested options:

   Only show tax returns for clients a staff member has access to.

   If a user can only access 50 assigned clients, they should only see tax returns for those 50 clients.

   Allow administrators to hide the Tax tab entirely for selected staff members.

   This would be useful for staff who do not require tax return access as part of their role.
   Add a dedicated permission such as "View Tax Returns"
   Combined with client-level access controls, this would provide greater flexibility and security.

   Expected Benefit

   This enhancement would ensure consistency across Xero Practice Manager and Tax, strengthen confidentiality controls, and provide firms with greater confidence that staff can only view information relevant to their assigned clients.

   Summary

   Client access restrictions currently work under the Clients section but are effectively bypassed via the Tax tab. Tax return visibility should respect the same client-level permissions, and firms should have the option to hide the Tax tab for staff who do not require access.

   Problem

   Xero currently allows practices to restrict staff access to specific clients. Under the Clients section, staff members can only view the clients they have been granted access to.

   However, when the same staff member clicks on the Tax tab, they can view the full list of client tax returns across the entire practice. This effectively bypasses the client access restrictions that have been configured and undermines the purpose of limiting staff visibility.

   Why This Matters

   Many firms use client access permissions to:

   • Protect confidential client information
   • Segregate duties among team members
   • Ensure staff only work on their allocated client… more
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   0 comments  ·  Staff  ·  Edit…  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks 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. 🙂

2. Practice tools | Staff - Ability to set up and assign permissions to groups of staff

   It would be great to be able to set up Security Groups with permissions set for each group, which is then applied to each staff member by adding the Staff to that Security Group.

   This way, if a permission needs to be changed for a group of Staff, it can be done at the security group level rather than having to click into each Staff member and edit their individual permissions - which can create inconsistencies and easily miss settings when dealing with a large number of Staff.

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   24 votes

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   submitted  ·  8 comments  ·  Staff  ·  delete…  ·  Admin →
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3. Practice tools| Staff permissions - Granular permissions to timesheets

   I would like to place feedback around user settings, The user permissions are limiting and weird ones seem to go together. Currently all staff can see everyone's timesheets, we we're advised to remove the financial setting under financial privilege's to remove staff access to timesheets, in doing so staff could no longer see budgets on jobs, therefore we had to give all users back that permission, in effect allowing all staff access to everyone's timesheets it just doesn't make sense.

   It would be really handy if we could assign a user group to a staff member instead of having to update each employee individually with permissions, this makes for a timely exercise.

   I would like to place feedback around user settings, The user permissions are limiting and weird ones seem to go together. Currently all staff can see everyone's timesheets, we we're advised to remove the financial setting under financial privilege's to remove staff access to timesheets, in doing so staff could no longer see budgets on jobs, therefore we had to give all users back that permission, in effect allowing all staff access to everyone's timesheets it just doesn't make sense.

   It would be really handy if we could assign a user group to a staff member instead of having to… more

   29 votes

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   submitted  ·  10 comments  ·  Staff  ·  delete…  ·  Admin →
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