1008 results found
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NZ Tax - Auto apply correct tax rate for Trust if over threshold
When preparing 2025 financial statements in Xero, will Xero be implementing a system to allow for varying tax rates for Trust's?
For example, 2024 Trustee tax rate at 33%, however the 2025 Trustee tax rate may be 39% or 33% depending on the Trustee Income, and if it is under $10,000.
It would be great if Xero were to implement a system to allow for this.Otherwise, a manual work around will be required, which could create human error.
I'm sure all tax practitioners across the country are hoping for an update from Xero.
11 votes -
Xero Tax (AU) - Job status automatically updating to lodged
Job Status - Updating to Lodged,
Wouldn't it be great if when a return, activity statement etc connected to job is actually lodged, that the job automatically updates the status to lodged.3 votesWe've reviewed your idea to automatically update the job status when a tax return has been lodged 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.
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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UK Tax - Capability of amending CT600 forms for T-2 and T-3 years to take into account 3 year carry back on terminal loss.
Capability of amending CT600 forms for T-2 and T-3 years to take into account 3 year carry back on terminal loss.
3 votesHi Francisca, thanks for your engagement and letting us know the changes that matter to you.
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.🙂
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XPH - Add 'Practice Information' to the Main Menu Bar
Currently, Practice Information (which contains key firm-wide settings, addresses, and details) appears to be missing a direct link in the main navigation menu (the left-hand sidebar).
Issue: Users must navigate through multiple menus or settings screens to find and update core firm details.
Request: Please add a clear, direct menu item for Practice Information to the main vertical menu bar for easy and immediate access.
Implementing these changes would be a significant quality-of-life improvement for all XPM users. Thank you for considering this feature request!
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you taking the time to highlight how important easy access to Practice Information is for managing your firm's settings and details.
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 - Allow manual allocation of R&D expenditure for long accounting periods
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…
10 votesGrateful 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.
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NZ Tax - Ability to import settlor information to IR6
When Settlor relationship exists for a client, this needs to flow through automatically to the IR6 in the same way that Beneficiary relationships do.
36 votes -
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 $8.2 votesHi 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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XPM - show Annual Leave for Practice staff in XPM
For annual leave, sick leave and unpaid leave - have a link between practice payroll and XPM timesheets for practice staff.
Be able to show booked and taken leave clearly in XPM on the dashboard.
2 votesHi Sasha, thanks for your suggestion.
We've reviewed your idea and can appreciate that this approach may provide greater visibility in regards to practice staff's annual leave. We'cw updated the status to gaining support so that other members can vote and share comments to lend their support to this idea. We appreciate you taking the time to let us know what's important to you and your business.
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XPM - Automatically Retrieve from ATO (Activity Statement) less clicks
Previously, checkbox options were all visible, without clicking.
Now I have to click and see the options (extra clicks, I don't want extra clicks).
Previously, I could click Opt Out and it would opt out... now I have to uncheck 3 x boxes (extra clicks, I don't want extra clicks). If I wanted to opt in, I could uncheck Opt Out and it would opt in... now I have to check 3 x boxes (extra clicks, I don't want extra clicks).
What is it about making the product more efficient, not less efficient, do you not understand?
1 voteThanks for sharing your feedback on the ATO Activity Statement settings.
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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Workpapers | Transactions - Column for mileage
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 votesThanks 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.
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Practice Manager - Stop auto correct for daylight savings in Timer
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 votesThank 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.
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Practice Manager - Add a VAT Reconciliation report in the Reports section
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 votesThanks 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!
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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.
4 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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Practice Manager - Single Dashboard access all practice tools
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 votesThanks 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.
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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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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.
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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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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.
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AU Tax - 15 Year Retirement Exemption in CGT Worksheet
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 votesHi 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. ✨
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