958 results found
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AU Tax - Pull client date of death into return
It would be useful for the client date of death field to automatically be pulled into the relevant tax return if field to save manual look up and entry when entering client tax returns.
10 votesWe appreciate that with date of death now available as a field on a client record that some users would like to see this automatically pull through to the relevant tax return.
While we don't have direct plans of this right now we're keen to get a sense of interest in this from our partners in community.
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Xero Sign: Default to 'unpaginated' for e-devices, phones and tablets
At present Xero Sign defaults to a paginated view when the client is trying to sign off their documents, but this does not display properly on a phone or a tablet. The central area is blank and can't be scrolled. If the software defaulted to 'unpaginated' this solves the problem with mobile browsers - have tested on Apple and Android devices and clicking the 'unpaginate' link displays the document correctly.
2 votesHi 👋 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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Xero Sign: Default to 'unpaginated' for e-devices, phones and tablets
At present Xero Sign defaults to a paginated view when the client is trying to sign off their documents, but this does not display properly on a phone or a tablet. The central area is blank and can't be scrolled. If the software defaulted to 'unpaginated' this solves the problem with mobile browsers - have tested on Apple and Android devices and clicking the 'unpaginate' link displays the document correctly.
2 votesHi 👋 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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NZ Tax - UOMI should be included in Payment Schedule
Currently UOMI just shows as a note above the payment schedule but is not included in it, so it is easy to miss and doesn't show our clients the total liability.
Please could you include a line for UOMI in the payment schedule as well as including the note which shows the date interest is calculated up to (like MYOB does)?
Alternatively please add a tick box to the Use of Money Interest settings so we choose whether or not to add it to the payment schedule.
Thank you.
4 votesAppreciate you sharing with us here, Kathryn. Thanks for also adding detail on why this'd be useful.
We're just starting to get a sense of the wider interest for this from the community here - make sure to share your idea with colleagues that'd like to see this developed so they can vote, too.
I'll make sure to update if there are any plans made.
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Colour Coding the signature status of the return in progress
Colour Code the status of the AS/Tax return to make it easier to quickly see as currently the screen is hard to see as it looks similar (for example returned green - out to sign orange etc etc)
2 votesHi 👋 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 - Set a default for the tax agent field
I am hoping it might be possible to create a default for the Agent setting. If this were possible, when we add new clients onto XPM, the Agent field would default to our Agent details, as we only have one Agent to select from.
16 votesThanks for sharing your idea on setting a default for the Agent field in Practice Manager, and letting us know the changes that matter most for you. We appreciate you explaining how this could streamline your workflow, especially when working with a single agent.
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 - Add Rental Property schedule to Company Tax Return (CTR)
In the company return you have the ability to create a new schedule.
Specifically, A rental statement to be included here:22 votesHi everyone, thanks for raising this idea. We know rental income and expenses are a key part of tax for many businesses, and it would be super helpful to have a rental property schedule within the Company Tax Return (CTR) in Xero Tax.
At the moment, there aren’t any rental worksheets for companies in Xero Tax, because the ATO doesn’t accept rental schedules on a CTR through PLS. That means this part of the return needs to be managed outside the system — which we understand isn’t ideal.
That said, we can see this idea is already getting some traction, and it's now in the Gaining Support stage. If this would improve your workflow, feel free to vote or add a comment. It really helps the team understand what matters most to you.
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AU Tax - Show total Payable/ Refund amount on Activity Statement
The Activity Statements in Xero Tax need to have the total payable/refundable at the top of the screen like the Tax Returns do. It would be nice to see the result when you're on a different page than the summary page.
8 votesHi Rachel, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've opened this idea for the community to add their support. We'll monitor this space for more traction. Cheers!
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Clients - Reports that show number of clients in a group
When I view the groups in the client tab, then manage groups, it shows the number of clients in each group, but I cannot export that information, or I cannot report on the Group number of clients data.
Seems that this isn't a big issue to create a new field to add to the Group report for number of clients in each group, because the data is there...
2 votesThanks for sharing this idea. We understand the request to include the number of clients per group in reports for exports. Having this information available could make it easier to review client allocation and prepare practice reports.
We’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and share how you’d use the client count.
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final tax return
want to be able to create Report Builder filtering Tax Returns where 'Final Tax Return' has been answered 'Yes' - this will help keep Offboarding & ATO list tiday & up to date for lodgement performance - can't seem to find this field in current report filters though
2 votesHi 👋 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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XPM - Ability to Archive contacts
When we are archiving a client there should be the ability to archive the contacts (if they are not linked to an active client profile). Or at least be able to Archive them from the contacts page https://hq.xero.com/clients/contacts
Currently the only option is to edit or delete, deleting is not a great option should you need to follow revisit something in the future.
If you don't delete them, you are then left with the contact appearing in the suggestion list when trying to connect clients to a client profile.
13 votesHi everyone, thanks for your feedback on archiving contacts in XPM. We appreciate you explaining how this could improve your workflow when managing archived clients.
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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Report Templates - Tier 3 Report update
Very disappointed to hear that you haven't considered how the new reporting standards for Tier 3 entities is going to effect the reporting templates i.e. the requirement to split grants into multiple sub-categories, which is only one area of the new reporting standards that needs to be expanded.
Would you be able to make this a high priority for the product team and provide a reasonable timeframe as to when this will be considered for further development as obviously we need to meet our obligations and your reporting mapping is no longer going to make this easy for us given…49 votesHi community, thanks so much for the great feedback so far. The changes to Tier 3 reporting standards - especially around grant categorisation are clearly important, and it’s great to see this idea gaining momentum quickly.
This request is now in the Gaining Support stage, so it’s on our radar for further consideration. If you’re using Tier 3 reporting, we’d love to hear more about what specific features or improvements would help you most. Your input really helps guide the product team’s priorities.
Please keep the votes and comments coming. We’ll be sure to share updates here as we learn more. Thanks again for being part of the conversation!
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AU Tax - Automatically pre-fill PAYG instalments paid or raised into tax returns
It would be good if Xero tax is able to prefill the PAYG Instalments paid/raised in the tax returns.
6 votesHi Sharleen, appreciate you raising this idea. We understand that having PAYG instalment details flow through to tax returns would help make the process smoother and reduce the need to manually check separate records.
We'll continue to track interest and engagement for our product teams to understand the value of improving how PAYG instalment information flows into tax returns.
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Xero Tax - What if function
It would be very useful if Xero Tax have a What-If function to test different tax outcomes before finalising a return.
17 votesHi 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.
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NZ Tax - Transfer donation rebate to multiple years, tax types and IRD numbers
Having the option to transfer a donation rebate to multiple tax types, tax years and IRD numbers would be great. For example, transferring credit to terminal tax and also provisional tax or tax owing from a previous year.
28 votesHiya team, we do appreciate you taking your time to feedback and share support in this idea.
Having been reviewed by our product team we will be moving this to Not in pipeline.
Specifications on what transfers can be done for each tax return type are supplied by Inland Revenue(IR). For the Rebate Claim Form IR526, only one transfer directly to another tax payer is permitted.
With these limitations this is not an idea we will develop. If IR make changes around these specifications in the future this may be an idea we revise. Thanks
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Xero Tax - Allocate a percentage of Trust income to beneficiaries from Trust tax return
Would be good to be able to allocate Trust income to beneficiaries as a percentage of all income types.
25 votesWe're grateful for your engagement Joanne! Thanks for letting us know the changes that are important to you.
Our Community have reviewed your idea and now it can gain support from other community members.
You can now continue to add more details about how this would help your business in the comments section, and gain votes from the community.
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Xero HQ | Insights - Ability to filter by client group
Please include in the Insights tab the ability to filter by client group.
39 votesHi everyone, thank you for contributing to this idea. We understand how useful it would be to filter the Insights dashboard by client groups in Xero HQ. Right now, you can filter the main Clients list by custom groups, but the Insights dashboard doesn’t support this filter just yet.
The exciting news is that we’re currently working on the Xero Partner Hub, which includes exploring ways to enhance reporting and insights tools. You can find out more about what’s coming on our Blog.
This idea is now in the Gaining Support stage. Your votes and comments play a big part in helping us understand how important this is to the broader Xero community and shape future product conversations. We’ll keep you posted here as more details come through!
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XPH - Detailed business structure when viewing client group
Prior to the new XPM update, viewing a group provided a detailed breakdown of each client's business structure. The new layout simplifies this into broad categories (individual, company, trust, partnership, other), meaning you now have to click into each client to see the specific details. For example, 'other' represents a range of options such as departing client, on hold due to non-payment, or a non-client entity. This makes it harder to understand a client's status at a glance. Reintroducing the full business structure breakdown would significantly improve efficiency by allowing users to quickly interpret each client's status without needing additional…
11 votesHi Hannah, thanks for sharing your thoughts on the business structure view in Xero Practice Hub. It’s helpful to understand how important it is to see clearer client details at a glance when you’re managing groups of clients.
Your suggestion around having a more detailed business structure breakdown makes sense, especially as broader categories like Other can cover a mix of different client situations.
We’ve now moved this idea to Gaining Support, which means it’s open for the community to vote and add comments. This helps us understand what’s most valuable to you, and we’ll keep you posted as things progress. If others would find this useful too, feel free to share your thoughts.
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XPM (New experience) - Show full details of additional contacts on Client record
Enable full visibility of Contacts when accessing via Additional Contacts area in Client screen.
Currently, when we access a Contact via the Additional Contacts section of the Client screen, not all contact fields are displayed.
Furthermore, when editing or adding a new contact, we cannot edit or access all the contact details. We cannot add or edit Mobile numbers or custom fields for Contacts. To access these, we have to exit the Client screen and access Contacts separately via Clients > Contacts.
This adds a lot of extra steps that can be avoided by ensuring full visibility and full access…
13 votesThanks thanks for sharing this idea about improving contact visibility in the Client screen. We appreciate you taking the time to explain how streamlining access to contact details could help your 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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Jobs - Archived jobs list default to newest first
When viewing the list of archived jobs the default view is sorted by name. As our annual jobs start with the year this means the oldest jobs show first. I want the newest jobs to show first so click on the Due column which sorts by the oldest date and then click again to reverse the order to show by the newest date.
It would be great if the view automatically sorted by the newest due date as most of the time it is the most recent jobs that you want to look at.
1 voteThanks for bringing this idea to the community. We understand the request to change the default sort order for archived jobs so the newest records appear first. This could make it easier to access recently archived jobs.
We've moved this idea to Gaining Support so we can continue gathering votes and feedback. If this would be useful, share how you'd use it
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