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  1. 25 votes

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    Hi team, we appreciate the interest from you all on the new navigation experience.

    We're keen to continue tracking where our customers would find features the most useful in terms of navigation and if there are any changes for the location of Tax I will share with you here.

    Paul Howlett supported this idea  · 
  2. 41 votes

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    It's interesting to hear the differences in views that would be most impactful for our customers. We appreciate you taking your time to feedback on the new experience.

    Our Product team are staying close to what our customers are sharing through the forum here, and if there is any update on this I'll be sure to let you know, here.

    Paul Howlett supported this idea  · 
  3. 141 votes

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    Hi Kelly, and others that have joined the idea here sorry it's taken me a little to round back.

    We really value the feedback we've been receiving on the visuals of the homepage and our customers feelings on the sizing and layout of widgets.

    • related to sizing of widgets - we have another idea that'd also be good to vote and stay updated on

    Regarding any issues on opting out - I connected with our product team, and understand there was a brief issue for a very small group of users right at the beginning of the beta that may have caused trouble for some when trying to Opt out however I can confirm this was quickly fixed and shouldn't inhibit them any longer.

    However, it's worth noting that only the Subscriber can choose to opt out and this will remove the experience for everyone within that org, there is…

    Paul Howlett supported this idea  · 
  4. 79 votes

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    Hi team, thanks for the engagement this idea has received already. We appreciate hearing the differences in layouts and sizing of widgets that would be most useful.

    Right now our product team are staying close to the feedback that is coming through this channel to carefully consider.

    If there are any plans to share around the sizing of widgets we'll let you know!

    Paul Howlett supported this idea  · 
  5. 76 votes

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    We're grateful for sharing your experience with the beta for our new navigation.

    Our Community have reviewed and shared your feedback with our product team. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

    Paul Howlett supported this idea  · 
  6. 136 votes

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    Thanks for reviewing and letting us know how we could keep improving the new homepage experience.

    For the time being we're paying attention to the pulse of this idea, here.

    We will let you know if there are any updates.

    Paul Howlett supported this idea  · 
  7. 5 votes

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    Paul Howlett supported this idea  · 
  8. 2 votes

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    Thanks for sharing your idea, and letting us know the changes to Xero Tax that matter most for you.


    We've reviewed your idea to include a warning to complete 13U tax losses and losses schedule 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.

    Paul Howlett supported this idea  · 
  9. 2 votes

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    Paul Howlett supported this idea  · 
  10. 3 votes

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    Thanks for sharing your idea to automatically add the ABN to P5 when completing the ITR.

    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.

    Paul Howlett supported this idea  · 
  11. 2 votes

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    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea to show the Trial Balance by category and now it's up to the community to get behind and support it.

    In the meantime, did you know that you can group the Trial Balance by 'Account Class' or 'Account Type'? Whilst not the exact functionality requested, these options allow you to split the accounts up within the report.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Paul Howlett supported this idea  · 
  12. 6 votes

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    Thanks for sharing your idea.

    We've reviewed it and now it's up to the community to get behind and support it.

    Do 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.

    Paul Howlett supported this idea  · 
  13. 2 votes

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    Thanks for sharing, River. I'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!

    Paul Howlett supported this idea  · 
  14. 2 votes

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    We understand you are interested in a return filing automatically with ATO once your client has signed the return.For now, the process remains that a partner needs to click 'File' in Xero Tax after the client has completed their e-signature. This is because the client-signing process happens through a Portal and not in Xero Tax,, and the final action of lodging the return is designed to be a deliberate, conscious step taken by the practice. We have no immediate plans to change this workflow. The current separation of the signing and filing steps is an intentional part of our design, ensuring the final lodgment is a secure and authorised action from the tax agent.

    Paul Howlett supported this idea  · 
  15. 2 votes

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    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.

    In the meantime, did you know that you can review all product releases via this support article - Xero Product Releases

    Paul Howlett supported this idea  · 
  16. 21 votes

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    Paul Howlett supported this idea  · 
  17. 18 votes

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    Hi everyone 👋 thanks for your continued feedback and for sharing your thoughts on this idea. While this idea is not currently on our development roadmap, we are always reviewing feedback to help us shape our product priorities. As a workaround for now, you can use the existing data roll-over function for client shareholders and then manually adjust the details for non-client shareholders. We'll be in touch with another update if there is any change to the status of this idea.

    Paul Howlett supported this idea  · 
  18. 57 votes

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    Hi Samantha, thanks for sharing this excellent suggestion for improving data integrity in Xero Tax. Preventing duplicate client records is incredibly important for practice management.

    We've reviewed your idea to have the duplicate TFN warning also check against archived clients when creating a new record. Your suggestion is now ready to gain support and feedback from other members of the community.

    Along with votes, other tax professionals can now share their experiences and comment on how this enhanced warning would help ensure clean client data within their practice.

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    Paul Howlett commented  · 

    "Your suggestion is now ready to gain support and feedback from other members of the community."

    This is complete and utter cop-out.

    This isn't some sort of "feature request"; this is a bug that should be given to someone to fix posthaste!!

    And I don't claim to be a programmer, but it doesn't seem to even be an overly complex fix:
    * TFN CHECK when adding client
    * remove check against "ACTIVE" clients
    * replace check against "ALL" clients

    THIS IS A BUG!!! JUST FIX IT!!!

    Paul Howlett supported this idea  · 
  19. 33 votes

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    Paul Howlett supported this idea  · 
  20. 394 votes

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    Paul Howlett commented  · 

    Once again, had to go through a list of 79 assets and sell individually to be able to wrap up a deceased estate.

    Only took an hour or so. 🙄

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    Paul Howlett commented  · 

    Yep, it's just a ****** coat of paint over an otherwise perfectly functional product (he says sarcastically - still no ability to set a private use percentage)

    And we ~still~ can't use the new depreciation experience if a Pool is set up... All their programmers must be too busy ruining invoicing to work on this.

    Paul Howlett supported this idea  ·