1026 results found
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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.
1 voteHi 👋 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 Tax fields in XPM to be importable and extended to UTRs for business tax clients.
Within XPM there are fields for individuals in the Tax section of Client with UTR and National Insurance number. It is not possible to import and upload to them, this would be useful as they then link to Xero Tax when filing a tax return. Currently we have them stored in a custom field as these weren't available originally. It would be good to be able to import all of our custom fields to the system's UTR and NINO fields.
There is also not a Tax section on Limited Company clients to add a UTR to. Companies need UTRs and…
3 votesHi Stewart, thanks for raising this idea. It’s clear that the ability to import Unique Taxpayer References (UTR) and National Insurance Numbers (NINO) is important to you, and we hear the pain points about the extra manual work involved in not having this feature. A possible workaround is using a custom field for now, which can help keep this data within Xero Practice Manager. ⭐I wanted to provide an update on this. At Xerocon, we announced new developments for Xero Practice Manager and Xero HQ that are designed to improve efficiency and help you manage clients more effectively. While I can't promise a specific timeline or confirm that this exact feature will be included, we believe these enhancements will help streamline many of the workflows you’ve highlighted. We'll be sure to provide another update as soon as we have more information. Thank you for your patience and for helping us…
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Invoice Branding - Ability to Set Payment Terms and Payment Methods at Contact Level
Overview:
Currently, in Xero, the branding theme determines the payment terms and payment method for invoices and bills. While this approach works for general branding purposes, it limits flexibility when managing diverse customer or supplier requirements.Problem Statement:
Many businesses have contacts with unique payment arrangements that do not align with a single branding theme. For example:Certain customers may require extended payment terms (e.g., 60 days) while others operate on shorter cycles (e.g., 30 days).
Suppliers may prefer specific payment methods (e.g., EFT, credit card) that differ from the default settings.Relying solely on branding themes for these settings…
2 votesHi Meehgan thanks for sharing this idea here. Appreciate having the need to have different payment terms for different contacts. While this is not an existing option in Xero, we are adding your idea to gaining support so that other members from the community are also able to add their comments and vote on this. :)
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Practice tools | Jobs - Update job state via quick time entry
In XPM when adding time through the clock, you can add the client, the job and the task that you are working on as well as add notes and mark as billable.
It would be really useful to have a drop down for the job state as well so that this could be updated once you have worked on the job. The ability for quick job state update already exists on the Jobs Overview table so would be good to have here as well from a workflow point of view
2 votesThanks for sharing your idea. We appreciate you explaining how adding a job state dropdown to the quick time entry interface could support 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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Contacts - Suggestion to merge custom fields into standard Place of Birth field
Create a merge option for the new place of birth to merge existing Place of Birth custom field.
2 votesHi Victoria, thanks for sharing your idea and the changes you’d like to see.
Your idea is now with the community, and members can vote and comment to share how it could help improve their experience. Don’t forget to pass it along to anyone who might find it helpful 😊
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Staff - Notify staff member of access level change
When adding a staff member to a client Xero file with advisor access, previously I was able to notify the staff member. That wasn't an option which meant I needed to go and manually tell the team member that I've added them.
I like being able to choose if I want to notify them or not because if it's something holding up workflow I want them to know so they can continue working but if I'm just adding them to the team they'll expect to have access so I won't want to notify them in that scenario.
4 votesAppreciate your feedback on the beta experience, Sarah. We'll start to get a sense of the interest from the idea here and I'll be sure to share if there are any updates planned for notification of permission changes.
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AU Tax- Ability to pull due date from ATO
Prefill - when we prefill a return from the ATO it brings in lots of information but doesn't update the due date for lodgement. The date currently appears to prefill from client details.
Can we please have Prefill bring in the ATO due date for the return?
4 votesHi Vicki, thanks for sharing this idea. We can see why this may be helpful for some users. Currently, you can import an 'Income tax lodgment status report' from ATO online services to bulk update the current tax returns due dates in the client details, but for now Xero does not pull this information from the ATO. We've moved this idea to gaining support and we'll monitor the idea for more support.
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AU Tax - Default refund account type to client
AU TAX - Default EFT account type to CLIENT
Under Cover > Electronic Funds Transfer (EFT) > Account type there are 3 options - Manual, Client, and Agent.
It would be helpful if there was a setting in Client Settings > Client Types to default the EFT Account type, so we don't have to manually change this on every return.
6 votesThanks,Daniel, for sharing your idea! We've reviewed it, and it's now live for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience
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UK Xero Tax - BADR £1m lifetime allowance automatic cap
Automatic BADR lifetime allowance £1m application.
At present for a gain of over £1m you need to enter two transactions, one with a £1m gain to apply BADR, and the remainder to be charged at 20% (24/25).
It would be much better if the system knew the lifetime allowance and applied it only up to the limit.
At present if you put the whole transaction to BADR it will apply 10% to more than £1m which is incorrect.
3 votes -
NZ GST and tax returns Mark as Approved and Mark as Signed
It would be good if the "Mark as Approved" and "Mark as Signed" buttons in XPM were different colours rather than the same green. It is very easy to click on Mark as Signed in error.
1 voteHi 👋 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 - Change default to 'Yes' for transfer capital gains to tax return on Managed Fund Schedule
On Managed Fund Schedule can the transfer capital gains to tax return default to "yes" instead of "no" ?
9 votesHi Lucy, thanks for sharing this specific feedback about our AU Tax module. We know that small adjustments to default settings can often make a big difference in streamlining a workflow.
We've reviewed your suggestion to change the default option to 'Yes' for transferring capital gains to the tax return on the Managed Fund Schedule. Your idea is now ready to gain support and feedback from other tax preparers in the community.
Along with votes, others can now comment to share if this default setting would better match their own process and improve efficiency when preparing returns.
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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 -
Clients - Add Clients to contacts from the Contacts screen
On the Contacts information page you should be able to associate the Contact with a Client and manage associated Clients from the Contacts information page also.
4 votesAppreciate there are different flows for when and how you might update this sort of information, Christopher. Thanks for sharing how we could improve this association for you.
We'll keep an eye on the interest of your idea here, and I'll let you know if there are any plans made to accommodate.
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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!
5 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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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??
54 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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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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XPH - Add field for Trustees IRD number in Trusts Additional Contact
Client Information - Trusts - Additional Contacts - as we now have to have all Trustees IRD numbers for Trust tax returns, would it be possible to please add a line for Trustees IRD numbers in addtional conatcts?
1 voteHi 👋 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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Allow staff to import job costs in XPM without admin access, to import disbursements.
Currently only administration level can import disbursements and such things. To give a staff member access would mean they also receive access to staff details and such things. Disbursements, especially bulk disbursements, is a task that is not and should not be done by upper management, to limiting access to them is problematic.
1 voteHi 👋 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 - Improve reporting for share acquisitions and disposals
For the capital gain worksheet, it can't enter the number of the shares sold and bought. Most of time, the shares sold and bought will operate in different time during the year, it is more efficient to have the number shares match between sold and bought figures.
And also can transfer the worksheet to another partner is they are 50%, reduce time to enter again.
2 votesHi all, we can see how improving the capital gains worksheet in Xero Tax could really streamline things.
At the moment, there's no way to enter the number of shares bought and sold separately, even though these often happen at different times. Being able to match share quantities across transactions would make reporting more accurate and reduce manual checking.
We've also heard similar feedback around shared ownership. A suggestion to allow copying or transferring the worksheet to another return has already been raised and is gaining support. We've added your vote to that idea to help show how useful it would be.
This idea is now in Gaining Support. If this would help in your workflow, feel free to vote or share your thoughts in the comments.
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Xero Practice Manager - generate report by Industry Classification
Now that XPM includes the industry classification on the client record, it would be great to be able to generate a report using this field. This would enable us to extra data to easily see which partners have which industries they look after.
1 voteHi 👋 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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