187 results found
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MTD for IT - Allow more than 10 tracking options for Landlords
Currently for businesses there is a restriction to report 10 categories for landlords. I have landlords with more than 10 properties and who want to report by property but the MTD submission won't allow more than 10.
Please can this be increased for landlords with a large property portfolio28 votes🌟 Thanks so much for sharing your idea with us, and for taking the time to explain how increasing the number of tracking options for MTD for Income Tax could make managing larger property portfolios easier in Xero.
We’ve reviewed your idea and moved it to Gaining Support so other community members can vote and comment on how this could improve their experience too. This helps our product team get a better understanding of the interest in this feature, the different customer scenarios it would support, and the impact it could have for those managing property income through MTD for IT.
If you know others this could help, feel free to share the idea with them so they can add their support as well.
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MTD for ITSA quarterly Report adjustment
Currently the MTD reports display the transactions year to date (which is actually what's being filed) but as the year progresses, the volume of transactions will grow and the same transactions will be reviewed repeatedly. It would be better if the MTD quarterly reports show the transactions of that quarter plus any new or adjusted transactions from previous quarters. This could be done by tagging each transaction with either submitted/not submitted on a previous return.
18 votesHi Harry, thanks for sharing this idea 😊.
We can see why this would be helpful for customers using MTD for ITSA, especially as reviewing the same year-to-date transactions each quarter could become more time-consuming over the course of the year.
We’re moving your idea to Gaining Support so other customers can vote and add their feedback. This helps our product team better understand the level of interest and the different use cases for this request.
If anyone else would find this useful, please add your vote and share how this change would help your workflow.
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AU Tax - Separate the permission to 'Pre-Lodge' tax returns
Please segment out the user permission for the ability to pre-lodge in tax returns to a separate, granular security option, so that we can nominate specifically by user who is able to pre-lodge to the ATO, given this transmits data to the ATO (and we would like to restrict this so it is completed only by certain users and at certain stages of the preparation process rather than 'too early' when the return is still very much subject to review and change).
17 votesHi everyone, thanks for helping us understand your workflow needs.
We can see how having a separate permission for pre-lodgement could help practices manage access more effectively and better align with their internal review and approval processes before information is sent to the ATO.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand how more granular permission settings in Xero Tax could support different practice workflows.
Please keep sharing your votes and examples of how this could work for your team.
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AU Tax - Calculation of Excess Contributions Tax
Can you add Excess Contributions Tax estimated tax calculation in Div 293 section?
23 votesThanks for highlighting this opportunity. We understand the request for Xero Tax to calculate Excess Contributions Tax when preparing Australian tax returns.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how this would support your tax preparation process.
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NZ GST - Automatically generate draft bills or invoices when filed
After filing a tax return why not automatically add it to the bills to pay section of the dashboard as you already have all of the information??
17 votesHi everyone, appreciate the detail you’ve all shared around this. We understand you’re looking for GST lodgements to automatically create the related bills or invoices in Xero, so your tax obligations are reflected in your accounts without manual steps.
Having this connection between GST filings and transactions could help make reconciliation and tax workflows more seamless.
We’ll continue to track feedback and interest from the community for this idea for our Product team's assessment.
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MTD for ITSA - Submission Confirmation
I note that HMRC does not offer a submission receipt for MTD for ITSA. Could Xero generate a PDF stating that the return has been filed, as other than taking a screenshot we have nothing we are able to send to the client confirming the return is submitted
8 votesThanks for sharing and supporting this idea.
We can see how a formal submission confirmation for MTD for Income Tax would be helpful, especially when you need something more suitable than a screenshot to share with clients as proof a submission has been made.
We’ve moved your idea to Gaining support so other community members can vote and add detail on how they’d use this. That feedback helps our product team better understand the demand and the impact this would have in practice.
If there’s anything specific you’d want included on a confirmation document — for example the filing date, business or taxpayer name, period covered, and submission status — feel free to add that in a comment, as it gives the team more context to review.
We’ll keep you updated here if there’s any change.
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NZ GST - Add "Make Payment" Option When Filing GST Returns
When a GST return is filed through Xero, it would be great to have a "Make Payment" option. As Xero already connects to myIR to file the return, this seems like a logical extension of the existing integration and would mirror the payment option available when filing directly through myIR.
8 votes💥 Thanks for sharing this idea and letting us know that the addition of adding a Make Payment option when filing NZ GST returns could make the process more seamless by reducing the need to switch to myIR. This idea is now open to the community to vote and add a comments. More votes and real-world examples will help demonstrate the demand and the different use cases for this improvement.
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CGT - exemption codes for Trusts
Cuurently, if there was a capital gain in the tax return with an exemption that has been added through a CGT worksheet it is not being shown on the printed version of the return at item 21. And further this exemption code is not being transmitted to the ATO. This needs to be amended as lodging the return without these codes means we are lodging falsy misleading tax returns. If this is happening for companies and super funds this will also need to be fixed for their returns as well.
7 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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Exportable “InvoiceNow Success Report” at Xero Organization & Invoici App Level for IRAS GST Reconciliation
Exportable “InvoiceNow Success Report” at Xero Organization & Invoici App Level for IRAS GST Reconciliation
🚨 The Problem:
Currently, the Invoici app dashboard lacks a reliable way to isolate and extract sales invoices and purchase bills that have been successfully transmitted to IRAS via InvoiceNow.
• Flawed Filtering: Unchecking "show failed" and "show not submitted" still displays transactions marked as "document validation failed" (typically non-GST bills where "no tax" was intentionally selected).
• No Export Option: There is no way to export this filtered information from Invoici into Excel.
• In XERO, insufficient Audit Trail: Currently, successfully transmitted details to…5 votesThanks 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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bank account on tax return
AU-Bank account on tax return
I would like Xero to make it COMPULSORY to list a bank account on the cover of the Tax return - adn NOT BE ABLE to lodge unless a bank account is listed. Seems odd that Sage Handisoft tax programme has had this feature as a ERROR casuing lodgement stopping error for OVER 10 years and Xero still doesnt have this.
3 votesThanks 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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Sharing CGT Schedules Between tax Returns
Being able to complete a CGT Schedule and link a percentage to another return similar to the rental schedule making it easier to record property and share sales that are owned 50/50 between husband and wife
4 votesThanks 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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MTD for IT - Clients to be able to add multiple tax payers in Xero themselves
It's great that, as a Xero Partner, we can add multiple taxpayers to the same Xero licence for Making Tax Digital for Income Tax. This is particularly beneficial for situations such as husband and wife property owners who each hold a 50% share of a property.
However, not all clients choose to have their accountant manage their MTD submissions. For those who prefer to handle their own compliance, it can be frustrating that a second taxpayer cannot currently be added directly by the client within Xero.
Allowing clients to add and manage additional taxpayers themselves would be a valuable enhancement.…
4 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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MTD ITSA Allow manual entry of Property Income
It would be extremely helpful if Xero allowed UK Property Income to be entered manually within the MTD ITSA return, rather than requiring transactions to be entered into the ledger or quarterly journals to be posted.
A common scenario is where a sole trader already uses Xero for their business but also has separate UK property income. Whilst it's possible to separate the figures using tracking categories, this still mixes business and property transactions within the same accounting records.
Allowing manual entry of the quarterly property income and expenses for MTD ITSA would:
- Keep business and property records completely separate.
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3 votesThanks for sharing this idea. We can see how allowing manual entry of UK property income for MTD for Income Tax would be desirable.
We’ve updated this idea to Gaining Support so we can better understand how many customers this would help and the different scenarios people need it for. If this is important to you, please add your vote and share any additional detail in the comments, especially how you currently manage property income outside Xero and where the current workflow creates extra work.
We’ll continue to review the feedback and keep this idea updated here as it progresses.
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Recode Transaction - Ability to change tax treatment on transactions instead of remove and redo
It should be a straightforward matter of going into a transaction to change its status from GST included to GST excluded or no tax, instead of having to remove, redo, undo reconciling and then reconciling the whole thing again etcetera. Especially when there is a file attachment, this is a very awkward, convoluted operation. I daresay in MYOB it is very simple. Just check transaction report, find any faulty coded ones, correct, rerun report, done.
5 votesHey Margriet, 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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MTD - Bring through HMRC reference within Xero
On HMRC ASA there is a list of clients signed up for MTD for IT with references starting 'X*IT'. These references should be available to Xero so it would be good for that reference to show in Xero within the MTD tab
8 votesThanks for raising this idea with us, and we are happy to move this to Gaining Support. However we would love if you can give us more details on how this would look, and how this would improve your MTD for IT experience.
You can share this idea with your friend and colleagues so they can vote and comment. This will make it easier for the Product team to gauge community interest in the idea.
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UK Tax (self-assessment) - a "completed button" for each tax return section/schedule
It would be helpful to have a check box for each section of the tax return that marks it as completed so you know what is done and what still needs to be done.
We find that we have to continually go back and check which sections are completed and which are not which can be time consuming, especially if you are working on multiple tax returns at once or if you are going between tax returns waiting on information from clients. An overview of some sort or a check mark beside each schedule would be very helpful.
3 votesThanks for sharing this idea, I can see how a clear way to track which sections of a tax return have been completed would be especially helpful when you're working across multiple returns or waiting on client information.
We've moved your idea to Gaining Support so we can gauge community interest and better understand how many others would find this helpful in their workflow.
If this would make a meaningful difference for you, it would be great to hear more about which schedules or stages are the hardest to keep track of today.
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UK VAT - Flag foreign suppliers for UK Reverse Charge reporting
For the purposes of calculating UK reverse charge, it would be useful if foreign suppliers could be 'flagged', allowing a report to be run that would show all payments to foreign suppliers within the quarter. Using currency to search for foreign suppliers is not sufficient, as sometimes the payment is via credit card, and sometimes the payment is in sterling (such as to Guernsey).
3 votesThanks for sharing this idea 💡 We’re moving it to Gaining support so we can gauge community interest and understand how broadly this capability would benefit Xero customers, particularly those who need to identify payments to overseas suppliers for UK reverse-charge reporting. Please continue to vote and share any additional examples or use cases in the comments. Your feedback will help us better understand the need and level of support for this request.
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Corporation Tax - Allow PDF attachments to CT600 submissions
As a practice that recently migrated from IRIS to Xero Tax, I am highly disappointed to find that Xero strictly forces a standard filing block with no capability to attach ad-hoc supporting PDFs. For companies with complex technical information packs (such as detailed claims data), this limitation creates massive compliance hurdles and forces us to rely on external portals. Please introduce a 'Select External PDF' tool for the final CT600 submission stage to match the capabilities of desktop software like IRIS.
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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Donation Receipts - Ability to add signatures on charitable donation receipts
New Zealand Inland Revenue Department requires reciepts to be signed by an authorised person. . This does not appear to be possible possible with Xero at present by inserting an electronic or jpeg signature. With a significant number of receipts our charity issues this can only be done manually and a scanned copy sent.
4 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We've opened this idea up to the community to add their thoughts and votes. We'll track interest on this idea in the meantime. Cheers
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Xero Tax (UK) - Link between personal and partnership tax to import individual partner profits into personal tax
It would be useful to be able to automatically import the individual partner profits from partnership tax directly in the partnership schedule within personal tax. This would increase efficiency and reduce the likelihood of errors.
8 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you sharing how a direct link between partnership and personal tax returns could support your workflow. This idea is now in Gaining support status, which means our community team have reviewed it and it's open for community support through votes and comments. We'd love to hear from others about how this could benefit your practice, so please continue to share your feedback and vote if this resonates with you.
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