86 results found
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AU Tax - Make TFNs mandatory for beneficiaries where required by tax rules in TRT
Currently, Xero Tax allows a trust tax return to be completed and lodged even when a beneficiary's TFN has not been entered, despite the TFN being required in certain beneficiary statements and trust reporting schedules.
It would be helpful if Xero included a validation check that prevents the trust tax return from being finalised or lodged where a beneficiary TFN is mandatory but has not been entered. This could work in the same way as other critical validation errors that must be resolved before lodgement.
For our practice, this would reduce the risk of incomplete or incorrect trust reporting, improve…1 voteAppreciate your feedback, Nikki.
Having a mandatory TFN check for beneficiaries where required could make Trust Tax Return preparation more consistent and help reduce the need for manual checks before lodgement.
We've updated the status to Gaining Support so we can continue tracking community interest. Add your vote if this could improve your workflow.
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1099 - Send email alerts for failed TIN matches
Email alerts for failed TIN Matches.
We have not received any alerts or confirmation emails on 1099 filing status. Having to login and check each client is cumbersome. Being able to see statuses on filing in one place would be great.4 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We will move this idea to gain more support from the wider community as I'm sure other users would like to see this change. We'll monitor this space for more traction.
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UK Tax - Overseas company accounts and corporation tax return
We deal with Overseas companies and subsidiaries, Xero does not have recognise Overseas company number usually starts with FC123456, Xero does no recognise this and create corporation tax return. This is another deficiency of Xero which makes me look at other software.
2 votesThanks for sharing your feedback on overseas company number recognition. We appreciate you explaining how important this is for managing CT600 filings for overseas entities and subsidiaries.
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 - 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.
10 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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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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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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Invoices | Copying - Use original invoice for tax treatment
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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Xero Tax (UK) | Personal Tax - Attach files in each section
When preparing a personal tax return it would be great if there was as option to attach files in each section. So we can attach things like bank interest statement, P60, P11d, dividend vouchers, state pension, personal pension etc.
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how section-specific file attachments could support your workflow when preparing personal tax returns.
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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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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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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AU Tax - Confirmation for lodging tax return
On the 'to file' tab when you click into a client's tax return there's a blue button that says 'File' right next to the three dots that you would click to suspend a return. I believe this is too easy to accidently click and can lead to tax returns being lodged on accident. If there was a pop up that says something like 'Would you like to lodge now' that would be a good safeguard.
1 voteAppreciate how this could be done by mistake, Amber. Thanks for sharing your idea in the forums here. While this isn't something we have plans around at present we'l keep an eye on the interest your idea grows and be sure to share if there are any updates.
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7 votes
Thank you for your valuable feedback and for sharing this idea with us.
Your suggestion is now open to the community! We encourage you to share it with colleagues who could benefit so they can vote to support it. Other members can also comment to add details on how this change would improve their Xero experience.
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