1207 results found
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Xero HQ - Connect client record when receiving subscription transfer request
Upon accepting a subscription transfer request, it would be great to have an option to "link to existing client record" or "create a new client record". There's currently no option for this and this creates double-up entries in Xero HQ which need to be manually removed, re-linked and archived.
24 votes -
Xero Tax (UK) | MTD - Export report for Income tax
Making Tax Digital for Income Tax
It would be nice to be able to export a report in a suitable format for clients to approve prior to submission
4 votesThanks for sharing this idea about exporting reports for client approval before MTD Income Tax submissions.
We appreciate you highlighting how important this workflow is for your practice.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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2 votes
Thank you for your interest in having multicurrency available on Xero’s Ledger plans.
We’ve carefully considered this idea as part of our ongoing product reviews. At this stage, enabling multicurrency for Ledger plans is not in our development pipeline, and there are no plans or timelines to introduce this feature for Ledger.
We appreciate your feedback and will continue to review our product roadmap based on customer needs and market demand. If the status of this idea changes in the future, we’ll be sure to provide an update.
Thank you again for your suggestion and for helping us shape the future of Xero. 🙂
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Xero HQ | Insights - YTD comparatives
on the Insights tab, be able to also compare YTD vs prior YTD
8 votesHi Serena, thanks for your suggestion to add year-to-date comparatives in the Insights tab in Xero HQ.
We’ve reviewed the idea and it’s now been marked as Gaining Support. This is a useful request that could add more context to client performance and make the Insights tool more valuable for advisory work.
We’ll be keeping an eye on how much interest this generates. If this feature would be helpful in your practice, feel free to add your vote or share how you'd use it, that kind of input is always helpful.
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NZ Tax - hold tax return until after P1
NZ Tax 50/50 split to automatically prevent INC return from filing before P1 date. When selecting 50/50 split in the XPM Statements area, the INC return automatically drops all P1 payment details from the Income Tax payment schedule. It also suppresses the P1 tax notice from XPM Payments area.
Can it also stop the filing of the Income Tax return until after the P1 due date, or put a warning in the Audit Check that 50/50 has been selected and the filing date is not set.
2 votesHi Sharon, thanks for sharing your thoughts on NZ Tax filing controls. It’s really helpful to hear how automatic filing prevention could support your 50/50 split workflows.
At the moment, Xero Tax doesn’t automatically hold returns before P1, so timing still needs to be managed manually. Some practices choose to set a future Tax Return File Date in XPM, which delays filing until the date they’ve chosen, though we know this won’t suit every setup.
We’ve moved this idea to Gaining support, and it’s now open for the wider community to join the conversation. If you’re open to it, adding a little more detail about your workflow could help others see where this makes a difference.
For anyone else following along, we’d love to hear your experiences too. The more perspectives we gather, the better we can understand the need. Looking forward to seeing the discussion grow.
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NZ Tax - Check of Overseas Income Jurisdiction codes to identify invalid country code
NZ Tax Audit Check of Overseas Income Jurisdiction Codes needs corrected to identify invalid country code UK and bring up a red error message. The correct code for the United Kingdom is GB not UK, the audit check should pick this up at the audit check stage which it currently does not. Thus when we go to file the return the return goes in to error as the jurisdiction code is invalid.
70 votes -
NZ Tax - Tax pooling indicator
Report Builder - for Tax Payment due report can information held in Tax Statements tab be included ie Tax Pooling Transfers information in Summary tab and Notes tab
2 votesThanks for sharing your idea for improvements to the NZ tax reports 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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AU Tax - Partial Main Residence Exemption Code (in the CGT Worksheet section)
Recently we had a client who sold their property, which triggered a CGT event. The property was initially their main residence, however this ceased once the property commenced being rented out. Therefore, a partial main residence exemption applies, however Xero Tax doesn't currently provide a code to acknowledge this scenario, once providing a main residence exemption code (see attachment). For enhanced clarity, it would arguably be useful if such a code was provided, so the gross capital gain can be apportioned between the amount subject to CGT & amount subject to the full MRE.
2 votesThanks so much for sharing your feedback on adding a Partial Main Residence Exemption code to the CGT Worksheet in Xero Tax.
As you know, right now, the best workaround is to manually adjust either the Capital proceeds or Cost base in the worksheet. This helps ensure the correct Net capital gain flows through to Item 18A, and still lets you use Exemption Code I. We know it’s not ideal, and it’s exactly the kind of thing you want a built-in solution for.
We’ve reviewed the idea and moved it to Gaining Support, which means it’s now open for more votes and discussion. Community support plays a big part in helping our product team understand the need. We’ll update the thread if anything changes.
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Client groups - Work in progress
When using client groups and clicking the Work in Progress Button, there is nothing showing when there is WIP in the group.
It appears the group name is not pushing through the WIP link to the filter properly.
2 votesHi Ben, while WIP should be appearing for all the clients in the group our product teams have found an issue for some users where this isn't loading correctly.
We have intentions to fix this however a couple of other items that they have attention on first, I'll share when work for this gets picked up. Thanks
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XPM Job filters - Add custom fields to Job Manager
Would love to be able to add custom job fields onto the Job Manager dashboard and be able to create filters from them.
30 votes -
Xero HQ: archived clients with subscriptions.
Be able to export list of archived clients, especially if they still have xero subscription that was missed to cancel. So that these can be easily reviewed.
We are paying Xero for no reason at all.
Also the ability to bulk change those archived clients eg cancel subscriptions
Perhaps when clients are archived there should be something to flag to remember to do something with the subscription eg cancel or transfer.
Thanks
12 votes -
Business Activity Statement - Improve process of recording 100% GST on Imports
AU 100% GST on Imports - this function needs to be improved. It's 2025 and we are still required to do manual adjustments for GST on imports to get the correct result. It shouldn't be this difficult!
2 votesHi Ryu, thanks for sharing this idea here. Appreciate that you're wanting to see improvements in the way 100% GST on import is recorded in Xero. We've moved this idea to Gaining Support and now it's up to the community to get behind it. In the meantime, we'll monitor this idea for more traction.
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AU Tax - Superannuation Lump Sum Tax Offset
Hi,
When completing Deceased Estate returns in Xero Tax, it seems as per the screenshot provided the newly added estimates does not calculate the Super Lump Sum Tax Offset given the complexity and nature of the Lump Sums.
Is there a way to have Xero Tax calculate the estimate with the Super Lump Sum Tax Offset taken into consideration as it has been in the past on MYOB? This way we can obtain a more accurate estimate of the tax payable for the Trustee.
Thanks,
20 votes -
Manual Journals - Suggestion to add auto-reverse date to posted journals
When creating a journal and posting it, if we want to go back and make it an auto-reversing journal, the only way is to click "copy" or "reverse" then enter a new journal at a required future date. When doing this, Xero does not link the two (i.e. does not recognise the new journal as an auto reversing journal with the usual hyperlink and note). My suggestion is for Xero to keep the "auto reverse" field open when editing already posted journals. Two example use cases:
1) Accidentally posted journal as a standalone journal and want to then make it…
3 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.
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Xero Tax (UK) - Option to change filings dates
Our understanding is that it should not be necessary to amend the year-end date at Companies House in order to file an accounting period that falls within −7/+7 days of the year end, as doing so would constitute an extension of the accounting period, which we would prefer to avoid.
At present, Xero does not support this scenario, nor does it offer an alternative recommended approach. It would therefore be helpful if Xero could address this limitation.
The only workaround we can see available is to change the year-end date to the 30th or 31st where it is not already…
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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Booking calendar with XPM integration
Develop a booking calendar that integrates with our XPM client database. At the moment we have to run two different databases for the same information, to schedule bookings for clients with accountants/block out time for jobs.
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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Generate workpapers for the Practice Entity - link Practice org. to 'client'
Currently the practice entity Xero blue file cannot be linked to a 'client' within the client list under the practice. This means users are unable to generate a workpaper pack for the practice.
Our Practices need to be compliant too, if we are unable to use workpapers within the system, we have to find another solution for our workpapers
There needs to be the ability to link the practice organisation to an entity within the client list.
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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AU Tax - Create CGT worksheet from Trust Income Schedule (TIS) for non-individual returns
I'm completing my first Trust ITR for 2024, and inputting info into the new Trust Income Schedule.
The Non-PP income flows through to Item 8, but the Capital Gain isn't flowing through to Item 21...
WHY do you insist on SO MUCH double entry??!?
It's not even throwing an error, like the 'Managed Fund' schedule does in an Individual ITR??
47 votesAppreciate the conversations here. The other idea linked in this conversation that we delivered on was the ability for information to flow from the Trust Return(TRT) to Individual Returns(ITR) which is facilitated with the Trust Income Schedule.
We appreciate wanting to see further improvement in this space, and this is something we have intentions of looking at in the future, however we don’t have any timeframe right now. I’ll be sure to share any news with you all here.
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UK Tax - Ability to run per tracking category for sole trader accounts
We have set up tracking categories in xero - one for Land & property and one for Self employment. I want to be able to import the data in to their tax return. I normally generate on xero tax the xero sole trader accounts to then be able to import these into the tax return. However, when i do the sole trader accounts, it pull through all information - L&P & SE. I only want the SE bit so i can add this to the SE section on the tax return. I have asked xero support if there is a…
2 votesThanks for sharing this idea. We appreciate you explaining how filtering sole trader account data by tracking category could support your tax preparation workflow.
As you've mentioned, tracking categories will be utilised to support multiple businesses for MTD for IT, however this isn't available with Xero Tax for sole trader accounts preparation.
We've reviewed your idea and now it's up to the community to get behind and support it.
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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Tax Returns
I’ve noticed that following the recent update to the Partner Hub, tax returns are being automatically added to Non-Compliance jobs and flagged as “ready to start” within in the job, with a start date of 01 Jan 0001.
This is causing confusion for staff, particularly because many of these returns are not linked to tax jobs and are instead appearing under corporate secretarial, superannuation, and BAS jobs.
When opening the return, the only prompt is to select the year and add it to the workflow.
As a result, we now need to manually check each job to ensure a return…
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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