937 results found
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Xero Tax (AU) - Contact number toggle on tax return cover
Add toggle on tax return cover page at daytime contact number section for client phone number or agent phone number similar to postal address and banking details and have information from client manager auto filled for phone number and email address
5 votesThanks for sharing your idea, and letting us know the changes you'd like to see to the tax return cover page.
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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Partner Hub - tax widgets changes
The 2 tax widgets on the old home screen showed returns by month that could be filtered by tax year, and a bar chart for clear visual progress of filing by tax return type that could be filtered by account manager. Both these widgets were very helpful to us, but all that functionality has disappeared with the new partner hub tax widget that shows only current status of tax returns, which could be quite useful but not clearly presented, with very limited filtering options, and when you add the "compare last year" it shows nil for assessed returns because we…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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remove country from address fields not required. overseas clients should be the exception
Remove Country address fields not required. overseas clients should be the exception.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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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 HQ | Insights - Ability to filter by client group
Please include in the Insights tab the ability to filter by client group.
40 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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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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NZ Tax - File IR3R from XPM
IRD have requested that we file a IR3R for each residential rental property. It would be great to be able to include this submission with the tax return in XPM, instead of having to file this manually via MyIR. Please update the system so that this can be submitted together with the IR3 via XPM.
3 votesThanks for sharing your idea, Kahurangi. For now we'll start to get a gauge of the wider interest for this from the community here.
We'll share if there are any updates.
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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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NZ Tax - Automatically create GST return on GST Job creation
It would be great if when a GST Job is created by a recurring job template, the GST return could also automatically be created.
We missed filing a GST return because a Job was created but return not yet started, and the Job Status accidentally changed to Complete so it was archived and disappeared from the screen & reports so no-one picked it up till after the due date.1 voteThanks for raising this suggestion. Automatically generating a GST return alongside each recurring GST job could improve efficiency and help ensure every job has a corresponding return ready to work on.
We’ve updated the status to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and let us know how you’d expect the process to work.
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Jobs - Ability to customise Important Dates view
Job manager > Important dates
It would be good to be able to customise this view.
I would like to be able to select 'Milestones' from the 'Show important dates for' dropdown menu.
I like that the view shows three months, however, it's too expanded; I need to scroll down considerably to view the current date and future months. Considering it could probably not include less job information than what the calendar already shows, it may be helpful to have more options in the 'Show important dates for' dropdown menu, or the ability to customise the view (such as view…
1 voteThanks for raising this suggestion. Being able to customise the Important Dates layout or view shorter timeframes could make tracking job deadlines more efficient.
We’ve updated the status to Gaining Support. If this would improve your workflow, add your vote and share your preferred view.
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AU Tax - Access Practitioner Lodgement Service (PLS) Reports directly from the Reports menu
With the change from XPM to XPH I was really hoping that the PLS Reports would be accessible from the Reports menu. As an accounting firm with a trust account for our clients refunds I have always found it frustrating that I have to go into settings to run the daily report. I know it's only a few extra steps but it makes much more sense for it to be listed under Reports, than in Settings.
1 voteThanks for raising this suggestion. Having PLS Reports available under the main Reports menu could make it easier for tax agents and practice teams to access important lodgement and refund information without navigating through multiple settings screens.
For now, you can bookmark the PLS Reports page in your browser for quicker access.
We’ve updated the status to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and let us know how you’d like the reports organised.
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NZ Tax - Prompt for IR215 check for returns with WFFC or SL
If a return has Working for Families tax credits or a student loan a IR215 should really be attached to the return. it would be good if XPM NZ could flag that a verification message when audit checking / finalising "Should a IR215 be attached to this return" if its not already there.
1 voteThanks for sharing this idea. A targeted audit prompt for the IR215 form on returns containing WFFC or Student Loan details could provide an extra layer of confidence during tax return reviews.
We’ve updated the status to Gaining Support so we can continue tracking community feedback. If this would improve your workflow, add your vote and share how you’d like the validation to behave.
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NZ Tax - IR3 Warning if IETC claimed when individual has NZ super income
It would be great if XPM had an error check for IETC claimed in improper situation such as receiving NZ Super or receiving Working for Families
1 voteThanks for sharing here, Claire.
NZ Tax already does a check for Working for Families(WFF) and if there's a WFF schedule attached then the IETC boxes are disabled.
We appreciate how a warning for when an individual has NZ super income, and this is something our product team will consider. For the time being we'll get a wider sense of interest through your idea here.
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Clients - Tracking checkboxes/indicators for compliance tasks (Super, Wages, BAS, IAS)
Client List - Buttons to tick if Super Guarantee, Wages, BAS, IAS have been done for Month/Quarter. Helpful to keep track of To Do's & Done's. Also especially now for PayDaySuper.
2 votesThanks for sharing this suggestion. We understand the request for compliance task indicators for Super, Wages, BAS and IAS directly on the Client List. Having these visible at a glance could make it easier to track what’s been completed and what still needs attention.
We've updated this idea to Gaining Support so we can continue tracking community interest. Add your vote if this could help your practice and let us know which tasks you'd like to track.
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AU Tax - Quarterly PAYG instalments notices
In NZ practice manager tax agents can send out provisional tax letters to clients from practice manager, has the ATO given the green light in Australia to allow Xero to obtain this information so that tax agents can send out PAYG instalment notices to clients. I know ATO mate and others have found a work around to obtain ATO correspondence etc from the ATO.
2 votesThanks for taking the time to suggest this, Angus.
We understand the ask to process PAYG instalment notices from within Xero Tax. We've updated this idea to Gaining Support so we can continue gathering feedback.
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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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Reporting - Build Custom reports with no data limitation
It would be great to be able to create our own reports using any datas available in the system and not be restricted to the pre-existing one : my need is to mix some information from the payables with information from the third party card but I cannot do that directly in the solution I need to export both and do it in excel.
9 votesHi Camille, 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.
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Practice tools | Clients - Error message when client record fails to save
I've just spent too long going through the client record fields to figure out that the reason that the record wouldn't save was a duplicate client code. Before the update, XPM would pop up with something like "client code already in use" or "TFN not valid". Now, there's no message at all. Please restore the error messages!
Further, please restore the ability to update related client addresses all at once.
8 votesThanks for your feedback, Isabel - I have shared this onto our product team and will let you know if there are any updates around the error messaging for you here.
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Clients - Adjustable Column Widths
Allow adjustable column widths in the Clients screen (like Excel), especially for the Client Name field. Long entity names are currently truncated, making it difficult to identify clients. Also allow adding additional columns such as ABN and Address. This will significantly improve usability for practices managing large client bases.
4 votesHi Navnit, appreciate your sharing here. We understand you’re looking for adjustable column widths in client view so you can view important details like longer client names without needing to open each record.
Having more flexible grid layouts could make it easier to review client information and manage records more efficiently.
We'll keep track of this idea here and will update if there's any progress.
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