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14 results found

  1. Workpapers - Column order on Working Trial Balance

    12 votes

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    0 comments  ·  New Xero Workpapers  ·  Admin →
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    Nick Cassimaty supported this idea  · 

  2. Workpapers - Enable use for non-Xero clients

    25 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Nick Cassimaty supported this idea  · 

  3. Workpapers - Option to add work papers to other workflows.

    39 votes

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    3 comments  ·  New Xero Workpapers  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for the suggestion. We’re rolling out the new Xero Workpapers with BGL to deliver a more integrated compliance workflow, starting with a phased release in Australia. Today you can attach documents and links, set flexible workpaper periods, and use basic calculation sheets in the new experience, and we’re working on entity‑specific variations for tailored templates, a direct Import Xero Reports as PDFs flow for faster evidence capture, and deeper Workpapers ↔ AU Tax integration so data moves more smoothly across your compliance steps. We’ll keep this idea updated as these capabilities land.

    Nick Cassimaty supported this idea  · 

  4. Workpapers - Directly attach reports from Xero blue

    43 votes

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    1 comment  ·  New Xero Workpapers  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Hi Everyone, thank you for the time taken to give us the feedback on this feature. Im happy to say this idea is in development and will be added to the new Xero Workpapers experience in early 2026. We will keep everyone updated here as more features are released and you can also see updates and read more about the new experience here ✨🌟💫

    Nick Cassimaty supported this idea  · 

  5. AU Tax - Manually Adjust Tax Estimates

    25 votes

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    submitted  ·  7 comments  ·  Practice tools  ·  Admin →
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    Nick Cassimaty commented  · 

    MYOB allows you put through these adjustments, so clients have an easy to view of what their liability is.

    Nick Cassimaty shared this idea  · 

  6. Xero Workpapers - Integrate with Xero Files

    16 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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  7. Workpapers - Roll forward to the next years workpapers

    108 votes

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    In development  ·  7 comments  ·  Practice tools  ·  Admin →
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    Nick Cassimaty supported this idea  · 

  8. Workpapers - Automatically populate GST Adjustments

    42 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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  9. Tax Workpaper - Imputation credit for "tax provision per P&L"

    25 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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  10. Workpapers - Rearrange support documents in workpaper

    83 votes

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    In development  ·  1 comment  ·  Practice tools  ·  Admin →
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  11. Workpapers - Integration of bank statement request portal

    111 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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  12. Xero HQ - Notification when a return is rejected by the ATO

    25 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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  13. Xero Tax | Search - By Client ID Code

    33 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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  14. Xero Tax (AU) - Ability to show the difference between original tax and amended tax returns

    132 votes

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    7 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your feedback on this idea, everyone. We appreciate wanting greater confidence when lodging amended returns.

    Right now, though appreciate it's not ideal method - you can print the original draft tax return before you amend the return as a comparative.

    We want to be upfront that we don't have any plans around developing this feature in the near term.

    We'll continue to monitor the interest this idea keeps building for future consideration, and will share if there's any change.