1207 results found
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AU Tax - Automatic filing
Why can't Xero automatically file signed returns once the client has signed the document? Should be a fairly simple update for Xero to manage automatic filing instead of a person having to tick all and click file. Has this ever been considered? Knowing the suspend date is used to hold back a lodgement.
2 votesWe understand you are interested in a return filing automatically with ATO once your client has signed the return.For now, the process remains that a partner needs to click 'File' in Xero Tax after the client has completed their e-signature. This is because the client-signing process happens through a Portal and not in Xero Tax,, and the final action of lodging the return is designed to be a deliberate, conscious step taken by the practice. We have no immediate plans to change this workflow. The current separation of the signing and filing steps is an intentional part of our design, ensuring the final lodgment is a secure and authorised action from the tax agent.
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UK Tax | Company & self assessment - Access in advance of the year end
Allow us to access Xero Tax in advance of the year end - company and self assessment - as it stands we cannot even set up the details/schedules we know we will need. In other software you could load up the information before the year end date had passed to give the client an estimate of tax liability as the year progresses. Furthermore, this allows you to load information as you receive it - e.g. Company Director dividends to self assessments as you complete company accounts
5 votes -
NZ Tax - IR7 ability to have a group schedule for allocating income and tax credits to partners
Make a schedule for allocating partner income and tax credits allocations with a total giving the ability to allocate income on the one page. Currently you have to go into each partner schedule. There is not always an even split of income and with many partner entities it is very time consuming.
35 votes -
Practice tools - Notification when Job/Client WIP Budget is exceeded
Currently estimates/quotes require a specific amount of time to be allocated against a specific task for a specific staff member. We need either notifications when total unbilled WIP for a client reaches x amount OR to be able to create a quote/estimate for a total dollar figure across all tasks and staff, and have notifications set when that figure (or % thereof) is reached. This feature is standard in most timekeeping programs and I'm shocked XPM doesn't have it.
1 voteThanks for raising your idea with us here, Elanor. We understand how notifications to draw attention when a budgeted figure is exceeded would be useful. For the time being we're watching the interest on this idea, but will share if there are any plans made around this.
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XPM - Add a column for tax number to client list
Please add a column for a client IRD/tax number to the client list view in XPM to save having to drill into each client to find it.
1 voteThanks for sharing your idea, 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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Xero Tax (AU) - Warning to complete 13U tax losses and losses schedule
It would be beneficial for a warning to show to complete label 13U tax losses to be carried forward and/or when a losses schedule is required in a Trust or Company tax return when there has been a tax loss for the current year. This would reduce the risk that this label is inadvertently omitted.
2 votesThanks for sharing your idea, and letting us know the changes to Xero Tax that matter most for you.
We've reviewed your idea to include a warning to complete 13U tax losses and losses schedule 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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Milage claims - GST on business kilometres
The ATO allows businesses to claim the GST on cents per kilometre based on the business Kilometres travelled. The Milage claim in Xero currently does not have any tax category which means milage claims aren't showing on the GST reports and have to manually added to the BAS otherwise businesses are missing out on GST if not added manually.
For example, If staff travel 100kms for business, then the claim should reflect the following
100 kms x rate of 88cents (FY2026) totalling to $88. the $88 is inclusive of GST of $8.1 voteHi Camilla👋, we understand the importance of being able to track and claim GST on business mileage and appreciate you letting us know this functionality isn't available within Xero. We know that not having this feature causes extra work to manually calculate the GST on mileage claims. While we don't have this feature at the moment, we’d like to acknowledge the workarounds of manually calculating the GST component of the mileage claim and entering this as a separate line item when processing the expense claim. We understand this isn't ideal and adds extra work, but it may help for now. We're still actively monitoring this idea to see how much support it gets from our customers 👀. As always, we'll continue to provide updates as we have them. Please continue to share your feedback and vote for the idea! ✅
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Contacts - Edit payment options for a specific contact
It would be important to be able to edit the payment option available for a specific contact. Example: I have an international client that I would prefer if they did not get the option to pay their invoices with credit card. That would be useful to edit this within their contact settings so I don't have to manually change each of their invoices.
3 votesHey Fanie, thanks for your engagement and for sharing this excellent idea for managing customer payment options.
We've reviewed your suggestion to be able to set specific payment options within a contact's settings, and it's now open to gain support from other community members. We can definitely see how this would save time by removing the need to manually edit each invoice for certain clients, like your international customer example.
Along with votes, others can now comment to share additional detail on how this feature would give them more control and improve their invoicing workflow. 🙂
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Xero downloads - PDF Editor in Uploaded PDFs
Integrated PDF editor to allow for uploaded PDFs to be edited with highlights, notes, markings etc.
1 voteHi Karl, thanks for sharing this idea with us. We’re grateful for your engagement and for letting us know the changes that you would like to see to the way PDF’s work in Xero.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Clients - Sync Partner and Manager from a Job with clients
If the Job has a Partner and Manager - carry this across to the client view with a notification for the Admin to check if correct. Most of the time the Partner and Manager will be the same staff as in the job. Result more streamlined for reporting purposes in client manager.
1 voteHi Mel! Thanks for the suggestion - Get how this would streamline things for you. Have shared this back with the team so I'll be sure to let you know if there are any updates planned 😊
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Contacts - Supplier Statement "Detailed Ledger" (Running Balance Statement)
We need a new report for suppliers that functions as a true detailed ledger with a running balance.
The Problem: When we need to reconcile an account with a supplier, there is no single, clean report that shows a simple chronological history of all bills and payments. We can run a "Supplier Transaction Report," but it's often not in a simple, statement-style format that's easy to read or send to the supplier.
We need the Accounts Payable equivalent of the "Detailed Ledger" statement that is also needed for customers.
The Request (Solution): Please create a new report, "Supplier Detailed Ledger,"…
1 voteHi Jasmine, thanks for sharing this idea with us. We can see why this would be helpful for some users. Currently, Xero offers the Supplier bill activity report and the contacts Activity statement. While this information is available on the account transaction report,it is not available in a Statement format. We've moved this idea to Gaining support so that other users who want this idea implemented can vote for it as well. You may share this idea with your colleagues to get more traction!
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NZ Tax - Notification when there is overdistribution of income types in an IR6
When making distributions to beneficiaries, we are able to distribute more than the income type recorded i.e. if there is $1,000 of interest income you can distribute $10,000 of interest income to a beneficiary if there are other types of income and it doesn't put the total at keypoint 21B in the return to a negative figure. It would be helpful if the over distribution of interest was picked up by the audit check.
2 votesThanks for sharing your idea, Barbie.
Great to hear how we could improve NZ Tax for your practice.
We've reviewed your idea and now it's up to the community to get behind and support it. Along with votes, other members can comment to share additional detail about how your idea could improve their experience with Xero.
We'll share if there are any updates.
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XPM - Link multiple jobs to invoices
Being able to link several jobs with the one invoice raised in Xero blue. When issuing through Practice Ignition, it only allows you to allocate to one invoice in XPM. Moving the timesheets is clunky and inaccurate
3 votesWe truly appreciate you submitting your valuable idea and detailing the changes you'd like to see!
Great news: We've reviewed your submission, and it's officially been moved to the next stage—community support.
Now, we need your help to make it happen! Please share your idea with any colleagues who would benefit so they can add their votes. Comments are also welcome, as they help other members share exactly how your idea could enhance their Xero experience.
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BAS - Add a contact column for reveiwing
In the Activity Statement screen, in the transaction detail, the contact column should be in there so we can sort per contact and analyze the contact's gst application consistency. This is very beneficial in terms of reviewer task.
1 voteHi Krizza 😊,thanks for sharing this idea a contact column in the Activity Statement. We appreciate you explaining how this could support your review workflow. We’ve reviewed your idea and it’s now in Gaining support status, which means it’s open for community votes and comments. We encourage other community members who would find this useful to add their votes and share their experiences to help build momentum for this suggestion.
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NZ Tax - Ability to add multiple default email addresses for tax payment letters
Ability to add multiple email addresses for tax payment letters.
This would be great if looked into very soon.
We have been manually entering additional email addresses which is a bit of a worry if a character is misspelt.
When copy and paste is used the changes get made to all clients and is a real disaster.41 votes -
XPM - Sync unique account number from Xero to XPM.
Account number to be synced to XPM from Xero. This unique account number/code is very useful and would be great to be automatically synced. Further, if, just like in Xero, it is a set field in XPM that notifies you when you are duplicating a code that has already been used for another client.
15 votes -
Clients | Invoices - Sorting invoices numerically
The previous post on this one has been closed for comments, but the resolution isn't complete. The invoices are allegedly now sorting by most recent invoice number first, but it doesn't work when you go over invoice 9999 to 10000 for example, 9999 is at the top and all the 10000's are further down the page (which is significant for weekly invoiced clients).
Also invoices transfer from current to archived when there is any payment attached to the invoice, even if it is only part paid.
1 voteThanks for sharing and feeding back on the change, Megan. I'll share this back with the team. We'll let you know here if there are any further changes planned.
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AU Tax - up to 72 hours lodgement time (compared to other systems with instant lodgement)
Please fix the amount of time it takes for returns to move from "submitted" to "filed"
13 votes -
XPM - Import Job Budgets
We'd like the ability to import job budgets at the time of importing new jobs. The budget field seems to be a standard field for jobs, so I see there would be no reason we can't add the budget at the same time of the import.
20 votes -
XPM - Allocation of job write off/on against users
We have just been advised that we cannot allocate write off/on to jobs rather against individuals or apportioned across those who have charged time to the job. At times, jobs are short quoted for reasons and it's unfair to impact someone's recoverability due to business decisions. There has to be a way to record such write offs without impacting staff or teams time directly rather recoverability of the job.
5 votes
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