1008 results found
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Practice Tools - Return to Group view after archiving a client
When you have a departing group, you have to now click on the group, select the entity, click on the 3 dots and select Archive.
This removes the entity from the group. You then have to start again and search the next entity from clients, and repeat the steps. as you cannot select back to take you back to the group.
In the old xero version. While in the client, you would select a drop down box while in the client and select archive. Then while still in the client, you could click on the Group and select the next…3 votesWe appreciate you submitting your idea and identifying key areas for improvement.
After a successful review, your proposal is now eligible for community backing. We encourage you to reach out to colleagues who might benefit from this feature so they can add their support.
Additionally, the community can provide further context in the comments on how this update would improve their workflow.
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UK Tax - SA100 - Change personal tax allowance
When filing an SA100, allow us to change the Personal allowance of the client to match their actual tax code, so the return can be filed correctly. Currently on the generic tax code is catered for, and this doesn’t account for people who have different tax codes.
10 votesThanks Karan, 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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Clients - Move business structure field to the top of the form layout when entering new clients
In the new Xero Practice HQ, it is very annoying when adding in a new client who is an individual. You need to scroll all the way down to business structure to select business structure, change it to individual, and then go back to the top to add in date of birth and gender. Makes the process of entering a new client in much more tedious than it needs to be.
1 voteHi Louis, thanks for raising this idea. We can see how moving the business structure field to the top of the new client setup form could best suit certain workflow.
The idea is to move the business structure selection earlier in the form, as this choice influences the information needed later in the setup process.
We'll continue tracking engagement and support from the community here.
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NZ Tax - IETC part year calculations up until entitlement for Best Start payments commences
Why will the IR3 Tax return not let you claim the IETC for the number of months a client is entitled to, before Best Start payments start. It will calculate the IETC for the 9 months in the return but as soon as the Working for Families schedule is added with the Best Start Payments boxed ticked it changes the calculation to NIL.
You would think that the IETC calculation would remain or could be manually over-ridden so all calculated amounts would show on the tax summary for the client. This could be flagged when an audit of the tax…
1 voteHi Joanne, appreciate you raising the idea with us here.
Just to confirm how this currently works - in the Xero Tax IR3 form, IETC is tied to the income amount entered in the return. The question that asks whether they're eligible is part of the form logic, and will determine if your income or status is non-qualifying. If this is the case it'll mark IETC as unavailable.
While we'll get a sense of the wider interest in a change for this here, we want to be upfront that we don't have any short term plans for changing this forms logic.
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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.
2 votesWe appreciate you highlighting the changes that are most important to you. Your idea has been reviewed and is now live for community voting. We encourage you to share the link with colleagues who might benefit so they can cast their vote as well. Other users can now also add comments to explain how this feature would enhance their Xero experience.
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NZ Tax - Ability to add manual transactions to NZ tax return (eg. expected penalty)
Please can you make it possible to add manual transactions to the "tax statement" that will show up in the tax return.
We often did this with MYOB, eg. adding a penalty that we know will be charged after the tax return has been filed, or changing a late filing penalty from $50 to $250 if the client's income is more than $100k (as this will be updated at IRD after the return is filed).
At the moment it looks like we can only edit the pdf which is very disappointing...
6 votesThanks for adding this request to our Ideas Kathryn. We have looked at this with current NZ Tax compliance in mind and for transparency this is not something we are looking into at this time. We appreciate it is something others may see as beneficial so other users are able to vote in this.
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AU Tax - New Tab for All NON Lodged
Xero Tax should have another Tab to View ALL NON Lodged.
Right now you have to go to Draft, Completed, Approved, To Sign, To File - that's 5 tabs to see which returns and BAS are not yet lodged. All tab includes Filed. There needs to be a tab where you can view All Non Lodged excluding Filed.8 votesThanks for sharing your idea.
We've reviewed it and now it's up to the community to get behind and support it.
Do 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 - Ability to have a vehicle Log Book to automatically proportion vehicle expenses
To have the ability to record odometer readings, start, finish & business/private use.
Then automatically apportion the business use component against vehicle expenses.For instance the Australian rules require 12 weeks minimum of logbook entries. More entries = more accuracy.
This could also be a great feature to 'sell' XERO to new customers.
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you Duncan. At the moment , the best option is to look for a connected app that allows you to achieve this. You can check out our Xero App Store. If you need further assistance, we'd recommend raising a case with our support team as well. 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 - management expenses support
Xero Tax no longer supports management expenses (eg for investment companies), which are a common requirement. This used to work fine. The workaround recommended by Xero Support is to incorrectly include management expenses as operating / trading expenses, then make them disallowable and include them separately as a management expense. This mess is all visible on the CT600 and needs fixing.
1 voteThanks for raising this idea with us, and for clearly explaining the impact it has on your workflow. 🙂
We understand the need for Xero Tax to better support management expenses for investment companies, especially where the current workaround creates confusing or incorrect presentation on the CT600.
We’ve moved this idea to Gaining Support so we can track interest from the community and help our product team better understand the value of improving this area.
If others are affected by this as well, it would be helpful to hear more examples of how this impacts your filings and any risks or extra work it creates for your practice.
If there are any updates or plans made around this, we’ll share them here.
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Practice Manager - Configuration for Public Holidays
Public Holiday configuration: There should be a place for admin to set up public holiday for all practice members instead of them having to submit individual timesheets.
The purpose is to have all necessary data for practice manager to do capacity planning accordingly.
2 votesThank you for contributing your thoughts and highlighting the improvements that are most important to you. We have reviewed your suggestion, and it is now open for community support. To increase its visibility, feel free to share the link with colleagues who might also benefit from this change. In addition to voting, other members can now provide feedback on how this update would enhance their personal Xero experience.
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UK Tax - Restrict dividend date to the period
You are able to post a dividend with a date in a different year. I don't think it should let you type a date outside of the period. Until you click review it does not flag an error
3 votesAppreciate your idea, Bethany - Thanks for sharing in product ideas. We'll start to get a sens of the interest in this from others in the community here.
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Implement Tap to Pay in Singapore
Xero should implement apple tap to pay to organisations in Singapore
1 voteThanks for sharing your idea Ming, we've reviewed your idea and have moved this to Gaining Support. 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 - Ability to create a Custodian Relationship for SMSF's
Would it be possible to create a new relationship option for Self Managed Superannuation Funds - 'Custodian'. Often when we have SMSF's with properties the SMSF has a trustee company and also an additional company as Custodian for the SMSF. It would be helpful to link both companies to the SMSF via relationships to get a better view of the client's structure.
2 votesHi Bianca, 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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XPM - Copy client phone number instead of link address
Please remove the tel: prefix when phone numbers are copied from XPM to be pasted elsewhere. Currently they are formatted to have a "tel:" prefix which is part of the hyperlink format that makes phone numbers clickable, however this creates extra work when one needs to copy and paste the number because after pasting we have to edit it and remove the "tel:" prefix.
As an admin function we often need to copy and paste the number and would like the "tel:" prefix removed please.
FYI the email field had a "copy to:" prefix but that has since been removed…
1 voteThanks for taking the time to share this feedback with us.
We understand how frustrating it is to have to remove the tel: prefix each time you want to copy a phone number. Being able to copy just the phone number as well as copy the full link directly from the client record would be a helpful improvement and would make this workflow much smoother.
We’ve moved this idea to Gaining Support so we can better understand how many customers this would help and the impact it’s having on day-to-day use.
Thanks again for raising it and sharing how this would improve your experience.
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Practice Manager (XPH) - Increase date range limit for custom fields beyond 50 years
Ability to add a date greater than 50 years. We have a custom field for trust vesting date (typically up to 80 years after formation). Since the latest update we are unable to add date greater than 50 years.
3 votesThanks for sharing your idea and what matters most to you.
We’ve reviewed it and it’s now open for the community to support! If others in your team would find this useful, feel free to share it with them.
Members can also leave comments to add detail and explain how this idea could improve their experience with Xero 😊
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AU Tax - Journal entry for Activity Statement
Instead of creating a bill when lodging the BAS through Xero - have the option to create a journal entry instead!
6 votesThanks for sharing your idea about how you'd like to see the Activity Statement function improved.
Now it's up to the community to get behind and support your idea. Make sure to share it with anyone who it could also benefit, so they can add their votes and comments too!
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Subscription Transfers - Indicate current subscription
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.
2 votesHi 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! :)
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AU Tax - AUSTRAC risk-rating tools for client profiles and reports
With all the new AUSTRAC reporting requirements coming soon is Xero adding any beneficial features to Practice Manager eg a Risk Rating box and any other reporting fields that might be helpful to be compliant with AUSTRAC and to reduce having to use additional software to keep track of these.
Are there any links to apps you suggest for this or what are other accountants using to assist with all this.1 voteHi Riki, thanks for raising this idea. We understand that having dedicated AUSTRAC compliance fields and risk assessment tracking within practice management workflows could be valuable as firms prepare for upcoming AML/CTF obligations.
The idea is to provide structured fields for capturing compliance information, such as client risk ratings, verification status, and review dates, helping practices manage these requirements directly within Xero Tax.
We encourage the community to vote on this idea if you'd find this compliance workflow improvement useful.
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AU Tax - Allow bulk EFT Report retrieval
In XERO Tax - when retrieving the EFT reports for monies into Trust. Currently XERO only allows one at a time. If you have 30 or 40 fee from refund returns in one day, you never get the reports in time. Other softwares allow a bulk download that shows (eg - on 20 April 2026) this many deposits were made to your Trust Account and these are the clients they are in relation to. This is one snapshot for one day. It is an impossible function as it stands for big practice.
1 voteThanks Meschel for raising this. We hear that managing EFT reports individually can be time-consuming.
The idea of bulk exporting EFT details in one action could help improve efficiency for firms handling larger workloads. This has now been moved to Gaining Support so we can continue tracking demand and share it with our product team.
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Allow businesses to access workpapers
Allow businesses access to workpapers including workflows etc, the same as accounting practices have. This will allow bigger businesses to set up appropriate workflows and not have to take reconciliations out of Xero to complete, saving time and improving processes.
2 votesHi Arna, just to check in on your idea here - Are you asking for small business without a Xero advisor to have access to Workpapers?
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