43 results found
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AU Tax - Single Login for Consolidated Client Signing History
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.
3 votesHi everyone, thanks for supporting this idea, and letting us know the changes that matter most for you. We can see why a consolidated history on signing would be useful.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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NZ GST and tax returns Mark as Approved and Mark as Signed
It would be good if the "Mark as Approved" and "Mark as Signed" buttons in XPM were different colours rather than the same green. It is very easy to click on Mark as Signed in error.
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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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AU Tax - Journal entry for Activity Statement
Instead of creating a bill when lodging the BAS through Xero - have the option to create a journal entry instead!
4 votesThanks for sharing your idea about how you'd like to see the Activity Statement function improved.
Now it's up to the community to get behind and support your idea. Make sure to share it with anyone who it could also benefit, so they can add their votes and comments too!
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NZ Tax - Tax pooling indicator
Report Builder - for Tax Payment due report can information held in Tax Statements tab be included ie Tax Pooling Transfers information in Summary tab and Notes tab
2 votesThanks for sharing your idea for improvements to the NZ tax reports and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Business Activity Statement - Improve process of recording 100% GST on Imports
AU 100% GST on Imports - this function needs to be improved. It's 2025 and we are still required to do manual adjustments for GST on imports to get the correct result. It shouldn't be this difficult!
2 votesHi Ryu, thanks for sharing this idea here. Appreciate that you're wanting to see improvements in the way 100% GST on import is recorded in Xero. We've moved this idea to Gaining Support and now it's up to the community to get behind it. In the meantime, we'll monitor this idea for more traction.
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Xero Tax (UK) - Option to change filings dates
Our understanding is that it should not be necessary to amend the year-end date at Companies House in order to file an accounting period that falls within −7/+7 days of the year end, as doing so would constitute an extension of the accounting period, which we would prefer to avoid.
At present, Xero does not support this scenario, nor does it offer an alternative recommended approach. It would therefore be helpful if Xero could address this limitation.
The only workaround we can see available is to change the year-end date to the 30th or 31st where it is not already…
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you highlighting the importance of having flexibility when filing within the acceptable Companies House range without amending the official year-end date.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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AU Tax - Track time spent on a return
Can you automatically keep the start and end times when working on a tax return per user.
2 votesAppreciate you raising this idea about tracking time on returns within Xero Tax, Neil. It’s something that can make a difference for teams trying to manage capacity or reflect on the actual effort behind each return.
This idea is now sitting in the gaining support stage, which means it’s open for others in the community to engage with. As more votes and comments come through, it helps the product team see where this functionality might be most impactful and what specific outcomes users are looking for.
If there’s a particular reporting format, integration, or manual workaround you’re currently using to track this, sharing that in the comments could be really helpful. It adds valuable context and helps show how this could tie into existing practice workflows.
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UK Tax | Company - Allow change of CT600 date
Xero Tax pulls in the dates for the accounts from Companies House and assumes that the dates for the tax return will be the same. This might not always be the case - my example is due to the leap year causing problems
I filed returns to Companies House and HMRC to include 29 Feb as the guidance suggested using my previous software. This was all accepted fine but now I am unable to file a CT600 using Xero tax because Companies House have the year starting on 29 Feb but HMRC have it on 1 Mar.
There is no…
1 voteThanks for sharing this and explaining the situation you encountered. We appreciate you highlighting how important it is to have flexibility when filing dates don't align between Companies House and HMRC, particularly in leap year scenarios.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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UK Tax - Create accounts without using Xero's Fixed Assets Module
We would like to be able to generate partnership and sole trader accounts in Xero without having to use Xero's fixed asset module. The fixed asset note generated in the accounts not is currently not fit for use without uploading all assets into the fixed asset module.
1 voteHi Victoria, thank you for sharing this idea with is. We understand that while the Fixed Assets module is a core part of Xero, many practices use specialized external software or custom spreadsheets to manage their asset registers. Currently, the UK Tax and Accounts Production workflow is designed to pull directly from the Xero Fixed Asset module to ensure data integrity, but we recognize that being "forced" into this workflow can create extra manual work for those using external tools.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with using Xero Tax.
In the meantime, you may want to raise a…
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NZ Tax - Collect tax directly for IRD
Have Xero collect and pay the tax directly to the IRD on clients behalf. A little bit like Hnry, but do it better. Would be great for small business/contractors etc. IRD have really struggled to collect tax/gst in specific industries like construction and hospo
1 voteThanks for sharing this idea. We appreciate you explaining how direct tax collection and payment could support small businesses and contractors, especially in industries where tax compliance can be challenging.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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UK Tax - Automate Company Number, UTR number and Companies House authorisation code
We enter company number, company UTR number, director name when setting up client but why does this not get processed when preparing the company accounts and tax. We need to enter the company number, Company UTR number, Companies House authorisation code and director signing the return every time we want to use XERO tax. Surely there must be a way to simplify this so entering this information every time is a thing of the past.
1 voteThanks for sharing your thoughts on auto-populating statutory company details. We appreciate you explaining how this could streamline your tax preparation workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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NZ Tax - Include Rental schedule when filing return with IRD
IRD are asking us for details of our rental expenses - I would like the Residential and Commercial Rental schedules to accompany the tax return when filing with IRD - I can not imagine anyone wanting to do this manually.
6 votes -
AU Tax - Title in uppercase
Currently the Client Title on a printed or downloaded tax return shows in all uppercase even though the fields in XPM & Tax are proper case. Would like this to be an option to choose so that the text is consistent eg either all uppercase or proper case.
1 voteHi everyone, thanks for sharing your feedback on formatting consistency in Xero Tax. The community team have reviewed this idea and it's now moved to Gaining Support, which means it's open for community support through votes and comments. We’d love to hear from others about how important this formatting option would be for your practice. Your continued engagement helps us understand which improvements could make the biggest difference for accountants and bookkeepers using Xero Tax.
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Xero tax(AU) - Separate 'Client To Sign' & 'Tax Agent to Sign' lists
The current 'To Sign' list is a combination of tax returns that might be out for signature with the client, or ready for the tax agent to sign. At the moment there is no way for our tax agents to tell which tax returns are ready for them to sign.
104 votesHi everyone, thanks for your feedback and support on this idea.
Your detailed comments help us understand the real-world impact of this on your day-to-day work.
This isn't in the pipeline currently, however our product team are very much aware of the idea here and considering this closely as they continue planning so I'll make sure to update if there is any news to share.
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NZ tax- Student Loan overseas borrower repayments
Overseas Borrower Student Loan repayments have different payment dates (30 September and 31 March), there is currently no functionality within Xero Tax (NZ) to manage these payments. I understand it is not possible for the system to calculate the repayment amounts as these are determined based on the loan balance, but if there could be an override amount like for Provisional Tax that would be useful, instead of having to track these borrowers manually.
17 votes -
Personal Tax (UK) | SA102M Ministers of Religion pages
I have a number of clients who require the SA102M Ministers of Religion pages. I'd really like to see these added to Xero Tax.
7 votesThanks for your support in this idea, everyone. While this isn't in our plans atm we're continuing to review the ideas from the forums here.
We'll keep a gauge on the interest for SA102M Ministers of Religion and let you know if there are any updates for this, here.
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AU Tax | Depreciation - Auto populate return when recouped on sale of property
depreciation recouped on sale of property should be populated into the relevant section of the return once it has been entered into the Rant
2 votes -
NZ Tax - Edit payment schedule on tax return
Xero tax software needs to be amended so that a provisional tax payment requested based on the previous year plus 10% shows up as the first installment of provisional tax due in the xero tax return even though the client hasn't made the payment but is required to have paid by the 1st provisional tax date. At present shows as 0.00 which is incorrect based on the inland revenue rules. So at present have to copy the tax return to a pdf export to word and then manually amended the tax return to show the correct tax payment that was…
39 votes -
NZ GST - GST 101A return
I have come across an issue where a client who is GST registered wanted their refund transferred to Provisional Tax. The only 2 options in Xero are GST 101 (GST only) and GST 103 (GST and Provisional Tax). I chose the GST 103 option and the Estimate option under that.
The return was rejected by the IRD as a GST 103 return is for the Ration option only. I was told the return/option I needed to file is a GST 101A.
This is not available in Xero
I have never had the IRD reject this before so I am not…1 voteHi Sharlene, taking a deeper dive I see you were also in touch with our Xero Support team on this and through a bit more investigation after your idea was raised here, they appear to have helped you resolve this issue.
I'll shortly remove your idea from the forum here, but if you have any further questions on this please do come back into our specialists through the case you raised - you should be able to do this through your My cases 🙂
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Xero Tax (UK) - Add Association of International Accountants - AIA as an accountancy body
Association of International Accountants - AIA should be added into accountants report section of statutory accounts.
Thanks
2 votes
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