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1026 results found

  1. Allow a Column on your main page of transactions for mileage so you can add the mileage to the column for sales to be calculated

    I am a private hire driver and this I believe will benefit taxis and private hire drivers or people who do a lot of driving as a business.

    Can they not add another column on this page that we can add the mileage for each job that can then be calculated at the end of year as you do with what fairs come in or sales coming.

    Again, this would benefit greatly for small businesses…

    3 votes

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    1 comment  ·  Admin →
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    Thanks Simon, it does appear that you're referring to the jobs related to workpapers directly that you'd record mileage for.

    This isn't something that we have plans for right now, but we'll track the interest and share if there are any changes to update you on.

  2. To stop the autocorrection for daylight saving in the Timer. I know only happens twice a year, but is very frustrating trying to enter time when the Timer keeps adding (or removing) an hour from the time entered. For example - when enter 09.00 in the Start time, jumps to 10.00; then when enter 10.00 in End time, both the Start and End time jump to 11.00.
    Please can have corrected so the time does not autocorrect.

    2 votes

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    Thank you for sharing your valuable suggestion and clearly outlining the specific changes that matter to you. We've reviewed your idea, and it's now officially open for the community to champion and support! To maximize its visibility and potential, please share it with your colleagues who would also benefit so they can add their vote. Beyond voting, other members can now comment to provide additional detail on how this improvement would enhance their experience with Xero.

  3. Hi there, could Xero please add a VAT reconciliation report to the reports section where we can reconcile each VAT period's VAT payable/receivable to the VAT control account. This would make the VAT reviews and VAT reconciliations at year end so much easier and faster.

    3 votes

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    Thanks for sharing this idea, about how this could be improved for you.

    Now, it's up to the community to get behind and support your idea. Make sure you share it with any colleagues it could also benefit, so they can add their votes and comments to the discussion too!

  4. When inputting R&D figures for a period of account longer than 12 months (i.e. where 2x corporation tax returns are needed), we are unable to put specific R&D expenditures in a specific corporation tax periods. This is an issue with overseas workers where the periods are pre and post 1 April 2024, and where expenditure is only eligible in one of the periods. As currently, the expenditure is pro-rated, this means that non-qualifying expenditure is being brought into one of the periods.

    Is it possible to create a feature which allows for the expenditure to be split correctly between the…

    9 votes

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    Grateful for your detailed suggestion for this idea, Jemma.

    We've slightly adjusted the title of the idea to allow other community members to easily find and support this idea.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero. We'll keep an eye on the engagement here.

  5. It would be very useful if Xero Tax have a What-If function to test different tax outcomes before finalising a return.

    2 votes

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    Hi YiLing thanks for sharing this idea. Currently Xero allows the ability to use draft returns and the "Estimate" tab for basic scenario testing. For complex scenarios, it is recommended to use ATO calculators and compare results manually. We will move this idea to Gaining support and monitor for more traction from users.

  6. It would be lovely if a practice could acces every required platform from the Xero dashboard. Including where one can keep an eye on the practices status and points.

    3 votes

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    Thanks Ben, for submitting your idea!

    We've reviewed your idea, and it's now open for the community to support.

    Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.

  7. 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 vote

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    Hi 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…

  8. To add to Receivable to search by account code so to know which clients have not paid e g membership invoices only

    6 votes

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    We'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.

  9. 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 vote

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    Thanks 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.

  10. 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 vote

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    Hi 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! :)

  11. 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

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     ·  5 comments  ·  Admin →
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  12. 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 you

    2 votes

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    We 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.

  13. When you select option "D" at "Have you applied an exemption, rollover or additional discount?" of a CGT worksheet, the return should automatically grey out/disregard discount as a CGT method because you cannot discount a capital gain if you are using option D which is the 15 year retirement exemption. At the moment it automatically discounts the gain and causes an error which does not explain that you need to change the gain to other

    2 votes

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    Hi Kelly! Thanks for sharing this idea about the CGT worksheet and the 15 Year Retirement Exemption. ✨ We appreciate you highlighting how important accurate tax calculations are in your workflow. We've moved this idea to Gaining support, which means it's now open for the community to show their support through votes and comments. We'll keep you updated as this progresses, and we encourage others who'd find this helpful to add their votes and share their experiences. ✨

  14. 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 vote

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    Thanks 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.

  15. 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 vote

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    1 comment  ·  Admin →
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    Thanks 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.

  16. 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/save

    12 votes

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     ·  3 comments  ·  Admin →
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  17. 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

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     ·  1 comment  ·  Admin →
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  18. 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 votes

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    Thanks 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.

  19. 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 votes

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    We'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!

  20. Setting option to ensure that Invoices created via Xero tax automatically default to GST Inclusive.

    1 vote

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    Thanks 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.

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