1198 results found
-
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…
-
Reports - Aged Receivables - Filter by Account Code
To add to Receivable to search by account code so to know which clients have not paid e g membership invoices only
6 votesWe're grateful for your engagement and letting us know the changes that matter to you.
While there isn't a direct filter for account codes in Xero right now, you could potentially explore the option to use Contact groups or tracking categories to help sort clients in this report.
We'll keep an eye on the interest on this idea here, and let you know if there are any updates.
-
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.
-
Subscription Transfers - Indicate current subscription
When a subscription is transferred to manage from one entity to another, there should be some sort of indication of what subscription package they are on. Currently we have to go back to the past accountant / client and ask.
1 voteHi Lisa, thanks for sharing this here. We can appreciate that having an indication of a subscription would be a good addition to avoid back and forth. We're moving this idea to gain more support so that other users such as yourself who would like to see this change implemented can also add their vote. You can now share this idea with your peers to get them to vote as well! :)
-
NZ tax- Create tax returns for a future period
NZ Tax - Can we get the ability to create a future period tax return using the current years format. We would still need to submit the return manually through the IRD. It would be much simpler to create a draft in Xero instead of using the PDF versions from the IRD.
13 votes -
XPM Invoicing - Customisable default sort order on the invoice list.
We should be able to customise this invoice date order as a default setting, it opens in no order and having to click on the Due Date twice every time to get the invoices in order of latest to oldest to check before billing on every client is a real pain and waste of time when we have to do it so often.
We would appreciate you looking at making this a customisable setting very soon, thank you2 votesWe appreciate you sharing your valuable idea and identifying the changes that matter most to you. Your suggestion has been reviewed and is now open for community support. The next step is getting votes! Be sure to share this with colleagues who would benefit so they can add their vote. The community can also comment to provide further insight on how your idea could enhance their Xero experience.
-
UK Tax - Ability to edit account headings on company accounts generated through blue Xero
It would be good to have the ability to amend account headings through the new company accounts via Xero blue. This could be linked to the reporting name or as an iXBRL heading. The main issue we are trying to address is including brackets around the word profit when there has been a disposal of a fixed asset (or loss if it is showing in the income section). just for clarity on the accounts.
1 voteThanks for sharing in the forums here, Becky. Appreciate the understanding of the pain point currently faced and how this could improve clarity. For now, we'll start to get a sense of the community interest in this here and I'll let you know if there are any updates.
-
AU Tax - Ability to lodge FBT return for clubs & society structures
FBT Returns - I have been informed by Xero Support that FBT Returns can only be created for the following structure types:
Individual
Company
Trust
Partnership
Self Managed Superannuation FundNoting that individuals, partnerships and SMSF do not require FBT Returns it seems more prudent to make them available for the club and society structures who actually my have FBT to lodge.
5 votesThanks for sharing your idea and letting us know exactly what changes would make the biggest difference for you!
We've reviewed your suggestion, and now it's up to the community to get behind it. Please share your idea with any colleagues who would also benefit so they can add their vote and comments.
-
Contacts/Practice Manager - Make Client Account Reference Visible and Searchable on Client Screen
On the client screen please add the facility to show the client reference and be a field that we can search on. Otherwise what is the point of the field.
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.
-
Xero Tax (NZ) | Live updates from IRD
In APS you have the ability to live synch the tax ledger. As an example a transfer to 2025 from 2024 income tax made today won't show until the next day in the tax return summary.
A synch button to do this would be helpful and save time from stopping the job until the next day to print/save12 votes -
NZ Tax - Submit a Tax Return Amendment
Similarly to iFirm, would be great to be able to make amendments to the return in Xero, mark it as an amendment, and then file from Xero rather than having to make the amendment in MyIR, then make the same amendment to the already filed tax return in Xero. Makes it harder to keep track of what has been done.
14 votes -
Subscription Management - Provide Cancellation Date on Cancelled Organisations
Provide a cancellation date on cancelled subscriptions. Just like it currently has "The organisation '' was originally created [DATE], it would be great to also have "The organisation '' was cancelled on [DATE].
2 votesThanks 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.
-
AU Tax - Partnerships and trusts worksheet needs to include managed fund amounts
I have many clients with distributions from 'family trusts' as well as managed funds.
In an individual return the details are entered or prefilled as required, but the worksheet for Item 13 Partnerships and Trusts doesn't include managed fund distribution amounts. This leads to much confusion when clients see the worksheet at Item 13 and the amounts don't match. In this case the worksheet for Item 13 needed to be added to a separate managed fund worksheet six page later - and this was a simple return.
The worksheet at each question should show the amounts totalling the amounts reported.2 votesWe've Published Your Idea – Now It Needs Community Votes!
We appreciate you submitting your suggestion and outlining the key improvements you'd like to see.
It's now live! It's time for the community to weigh in and show support.
We encourage you to share this widely. In addition to upvotes, other members can now leave comments to provide further details on how this change would enhance their daily use of Xero. Every vote and insight helps us prioritise!
-
XPM - Export as GST Inclusive invoices
Setting option to ensure that Invoices created via Xero tax automatically default to GST Inclusive.
1 voteThanks for sharing your idea to set the default tax treatment for invoices exported from XPM to Xero.
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.
-
Practice Manager | Onboarding - Companies house sync
Companies House sync - Client Onboarding
Would like to see a Companies House sync for this. Our current PM system has this facility and it saves so much time (and is accurate). Also used as a check when submitting annual CS01 forms. We are considering moving to XPM and this would seal the deal
5 votesHey Kath, thanks for sharing your idea with us. We’ve had a proper look at it and just wanted to give you an update.
We’ve marked this idea as Gaining Support, which means it’s now open for others to view, vote on, and add their thoughts. The more interest it gets, the more it helps our product team see the value and consider it for future updates. Really appreciate you taking the time to contribute.
-
AU Tax - Improve reporting for share acquisitions and disposals
For the capital gain worksheet, it can't enter the number of the shares sold and bought. Most of time, the shares sold and bought will operate in different time during the year, it is more efficient to have the number shares match between sold and bought figures.
And also can transfer the worksheet to another partner is they are 50%, reduce time to enter again.
1 voteHi all, we can see how improving the capital gains worksheet in Xero Tax could really streamline things.
At the moment, there's no way to enter the number of shares bought and sold separately, even though these often happen at different times. Being able to match share quantities across transactions would make reporting more accurate and reduce manual checking.
We've also heard similar feedback around shared ownership. A suggestion to allow copying or transferring the worksheet to another return has already been raised and is gaining support. We've added your vote to that idea to help show how useful it would be.
This idea is now in Gaining Support. If this would help in your workflow, feel free to vote or share your thoughts in the comments.
-
AU Tax - Filter Archived Tax Returns
Would be ideal when filtering tax returns this also applies to the "Archived" tab too.
3 votesThanks for the idea Steven.
We've 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.
-
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.
-
Viewing full list of the Chart of Accounts from client's Xero organisation
The Chart of Accounts interface within the client's Xero organisation displays a limitation of 200 accounts per page. This necessitates frequent clicks of the 'Next' button, which can be inefficient. It is believed that the Xero Product Team could enhance this feature to allow the display of an unlimited number of accounts on a single page, mirroring the functionality currently available in the Chart of Accounts template within Xero HQ.
4 votesThanks for sharing in the community here. While we appreciate there are some organisation's that have a large number of accounts, the current 200 limit per page is sufficient for majority of organisations to see their full list of accounts and we don't have plans for extending this.
-
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.
- Don't see your idea?