176 results found
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Personal Tax (UK) | Update help box on shareholding %
UK Self-Assessment Tax Return - reporting dividend information.
On the 2025/26 self-assessment tax return in the section for employment, if the company is a close company further details need to be added such as whether any dividends were paid during the year and the shareholder's % ownership in the company.
I note that the help box relating to percentage shareholding of close company refers to "if no dividends were received, enter 0". This doesn't reflect what this section refers to i.e., percentage shareholding. So the help box needs updating.
1 voteHi Simon 😊 Thanks so much for taking the time to share this and for explaining the issue so clearly. We can see why this is confusing — the help text on the percentage shareholding field refers to dividends, when that field is actually asking for shareholding information.
We appreciate clear guidance is especially important in this area, so we’re moving this idea to Gaining Support so we can keep tracking interest and feedback while this is reviewed further. Thanks again for raising it and helping us improve the experience.
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CIS - Editable email templates
Whilst there are some templates in Email settings that we can Edit, it would be great if those that have the CIS add-on can also have the option to personalise the messages sent with the month end statements
12 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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UK Tax - Importing Rental Income to Xero Tax
Following the introduction to MTD for ITSA, we will be reporting a number of clients rental income to HMRC using Xero, which we previously did not. As a result of MTD for ITSA we will be preparing more Tax Returns using Xero Tax.
It is currently not possible to import rental income & expenses, from a client's Xero account directly to Xero Tax (where as you can for sole trade businesses). Unfortunately these figures need to be typed in manually.
Would it be possible to add this feature into Xero Tax?
3 votesThanks for sharing your idea of importing rental income into the personal tax return.
We've reviewed your idea and now it's up to the community to get behind and support it.
It is worth noting that our MTD for IT functionality will include the option to include rental income/expenses and will utilise tracking categories to do this.
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 - Depreciation worksheets
You can't create a stand-alone worksheet for depreciable assets then feed the figures to a chosen label. Depreciation has to be created within the label e.g. rental worksheet/D5/D1. For assets created within a rental schedule you can print nice depreciation worksheets. For assets created at other labels, you sometimes can't print a nice worksheet and the information displayed at the label is limited. The assets worksheets attached to a rental property in a Trust return doesn't show the cost or acquisition date of each asset.
9 votesThanks for sharing your idea with us, Jennifer!
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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UK VAT - BCC option for CIS subcontractor emails
We send CIS statements to our SubContractors each month and the tool that does it is very good.
However we get no visibility of what the Subcontractor sees. Please could you add an option to bcc all the emails to a nominated address.5 votesThanks for sharing your feedback on CIS monthly statement emails. We appreciate you taking the time to explain how important visibility and flexible email distribution are for your workflows.
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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Dashboard - VAT Notifications to show when return has been filed
Please can Xero improve the dashboard notifications regarding VAT returns so that it shows that the VAT return has been submitted. This would avoid me having heart failure when I log in and see the information below! Our VAT is collected by direct debit, so I know if it is submitted, its HMRC direct debit taking its time, and not my mistake!
2 votesThanks for sharing your feedback on VAT return notifications. We appreciate you explaining how clearer status indicators on the dashboard could help, especially when returns have been filed but payment collection is still pending.
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 - Separate 7th May Provisional Tax from 7th April Terminal Tax on payment summaries and letters
The Tax summary table in the tax return needs to show the 7th May provisional still owing as seperate to the remainder being due for terminal 7th April. Currently itt is grouped all in terminal meaning it is incorrect as doesnt show clients they need to pay an amount a year earlier
1 voteHi Gary, thanks for sharing this suggestion. We understand you’re looking for payment summaries and letters to show 7 May Provisional Tax and 7 April Terminal Tax as separate items, rather than combining them.
Having these tax obligations separated could make it easier to review amounts and communicate payment details to clients during busy compliance periods.
I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.
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AU Tax - Allow the Supplementary Income section to be printed directly after the main Income section in the ITR
To confirm, there isn’t currently a way to move the Supplementary income section so that it appears straight after the main Income section in the printed ITR.
When using the new layout, Xero Tax does let you customise print settings, but this only lets you choose which main sections to print and reorder the sections that are available in the print pack, but it doesn’t let you change the internal order of the Individual return such as the Supplementary income section.This makes it difficult if you quickly want to look in the ITR and review all of the income…
1 voteHi Carly, thanks for raising this idea.
We can see how placing the Supplementary Income section directly after the main Income section could create a more consistent reading flow and reduce the need to move back and forth between pages during reviews.
I’ve moved this idea to Gaining Support so we can continue tracking interest and share the feedback with our product teams.
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GST default on a copied invoice defaulting to GST Inclusive / Incorrectly
A slight bug found - I just had a supplier ask why we had charged less for the last 2 months. I checked and it looks like Xero defaulted to "GST Inclusive" invoices when copying an invoice that is GST-Exclusive, even when:
1) the previous Invoice is set to "GST Exclusive"
2) the Financial settings, tax defaults, For sales is set to for"Based on last sale"
3) Note - No Contact defaults for GST set.Somehow, my $500 + GST invoices = $575 has been reduced to $500 including GST.
Previously Xero would copy over the invoice exactly, but now…
5 votesHi everyone, thanks for sharing your feedback on this idea. We can see why this would be useful. We have reviewed this idea and can see that currently when you copy an invoice, the financial settings of the organisation take precedence over the settings from the original invoice. This idea is now in Gaining support status, which means it's open for community votes and comments while we monitor interest from users.
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Reporting | Profit & Loss - Ability to change headings in the report according to industry specific terminology
The statutory profit and loss account includes the wording "cost of raw materials and consumables" in the Cost of Sales section. This makes no sense for my clients in the service industry. Can we not have a tag named "Cost of Sales" or "Purchases" which is more generic and applies better to direct expenses attributable to sales in the service industry?
2 votesThanks for submitting your idea on Xero Product Idea’s Melanie. We’ll start to track support in your idea from the community, here.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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MTD for IT - Hide specific obligations from your client's view.
Disable or hide specific MTD for IT obligations, including the end of year update, from your client's view.
2 votesThanks for sharing this idea about controlling MTD for IT obligation visibility. We appreciate you explaining how more granular control over what clients see could help streamline practice workflows.
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 - Dropdown (or expandable lists) of Tax Return items within each section
Dropdown list of Tax Return items.
Hi Xero Team,
I’d like to suggest a possible enhancement to the Tax Returns section for easier navigation.
Would it be possible to add dropdowns (or expandable lists) that show all tax return items within each section, similar to the attached example? This would make it much easier to jump directly to specific items instead of scrolling through the full return.
For example, having a dropdown list for all income categories, deductions, offsets, and other tax return items would help users quickly locate the exact section they need, especially when reviewing or updating multiple…
1 voteHi Sailah, thanks for sharing your feedback here. We can see how long lists in tax returns can make navigation harder, especially as returns become more detailed.
A collapsible or expandable layout could make it easier to focus on the section you’re working on. We’ve moved this idea to Gaining Support so we can continue tracking interest and share the feedback with our product teams.
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Company Accounts (UK) | Ability to change default format of Director names
We have been using the New Financial Accounts FRS102 IA template in Xero Business. Here are our feedback notes. In case anyone else is having the same issues.
We had a resignation of a Company secretary and in the period. It does not show resignation date. Also the formatting of the directors name is interesting to say the least. Not a normal format. Last name first.I'll note that the program is significantly easier to use than the current company accounts and tax module. But still needs work around processes.
1 voteThanks for sharing this idea 🙂
We’re moving it to Accepted, as this is something the team has planned. While we don’t have an ETA to share right now, it is on the roadmap and we’ll update this idea when there’s more to share.
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Navigation - Split Taxes menu by Payroll, VAT and CIS
I would like to see taxes split into Payroll, VAT and CIS more clearly
6 votesHi Lesley, it's great to see you exploring the new navigation, 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) | Increase the 1MB file size limit and allow multiple supporting documents
The supporting document for the Corporation Tax return is limited to one document of less than 1MB, which is sometimes not large enough for R&D claim supporting documents, even after compression.
1 voteHi Stephen, thanks for sharing this suggestion. We understand the value of having more flexibility for attachments to support tax filing workflows.
We’ve moved this to Gaining Support while we continue tracking the interest and feedback shared here.
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MTD For Income Tax (UK) - Accounts selection
When we eventually have to submit quarterly IT reports to HMRC, it will be very very helpful to be able to select which income accounts, and which expense accounts are include in the submission. Similar to being able to produce a custom profit and loss report. The reason being that some income or expense categories might be something that only gets included in the year end tax return calculations. My particular scenario as a sole trader is operating only one bank account, into which goes all my income, but out of which comes not only 100% business expenses, but also…
9 votesWe appreciate you sharing your idea! We've reviewed it, and it's now open for the community to support.
Now's the time to get the word out! Please share your idea with others, so they can vote and comment on how this would benefit them.
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MTD for ITSA - Facility to export a PDF of quarterly returns
It's currently not possible to export the Income Tax Self Assessment figures for the MTD for Income Tax quarterly submissions as a PDF to include them in a documents pack for client's approval via e-signature in Xero.
This would be helpful from April 2026, so accountants can gain client's approval prior to submission with HMRC.
5 votesThanks Mandy, 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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MTD for Income Tax (Employed Income)
As well as my self-employment, I received income through Employment that currently I cannot declare through Xero's MTD for Income Tax implementation, and therefore I cannot use Xero for filing. The addition of allowing me to declare income through Employment via Xero would allow me and others like me to do so.
3 votesHi Oliver, thanks for sharing this idea. We appreciate you highlighting how important it is to declare employed income alongside self-employment income within Xero’s MTD for Income Tax implementation. Our product team is aware of this request and it’s on their radar as we assess future improvements. In the meantime, please add your vote and comments on this idea to help us understand demand across the community 🙂
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CIS Monthly Return - To include material only bills
Material only bills to be included on the CIS monthly return report to make it easier to reconcile the CIS materials nominal code to the report, confirming that all invoices have been included in the report.
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NZ GST - Keep separate Late Claims tab
The New GST layout needs to keep the "Late Claims" separate on the transaction details report. Lumping them all together with income or expense and then the totals don't tie into the numbers on the face of the GST return is frustrating. I can see you can filter by "late claims" but we don't want to have to export and manipulate the data when sending the documents to clients.
It doesn't make sense that the detailed transaction report doesn't match the face of the GST return without manipulating
90 votesThank you for your feedback on the changes for NZ GST returns here, everyone. Late Claims display in the body of the return, to review them. If you click on this the Transaction tab will open and to toggle Late claims on and off, select the 'More' option.
Late claims have been separated into their own section in the Transactions tab, and if needed you can also use the Filter to choose to only view Late Claims. We'll soon be updating the export to PDF to allow late claims to be excluded.
We want to be open that we don't have plans for separating these back into their own tab and will close this idea. We still very much appreciate your feedback and will continue to iterate on this overtime to make filling and filing GST for an organisation simpler and more efficient.
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