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63 results found

  1. AU Tax: CGT - Option to copy and transfer

    356 votes

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    55 comments  ·  Practice tools  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to share an update that this idea is back on the teams roadmap as they begin to look into this work again.

    Atm, we can't set any timeframes but will stay close to share the latest news around this with you all on this idea. Thanks

    Daniel Harcombe supported this idea  · 

  2. Workpapers - Rearrange support documents in workpaper

    84 votes

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    1 comment  ·  Practice tools » Classic Workpapers  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    I'm excited to share a major update that addresses this feedback directly. At Xerocon in September 2025, we announced a new strategic partnership with BGL, a leader in compliance and practice software. Together, we are building a new, deeply integrated Workpapers solution that will be embedded directly within Xero Practice Manager (XPM) and Xero Tax. This new solution is central to our compliance and practice tools roadmap and is designed to provide a seamless experience, leveraging BGL’s expertise in document management. We are pleased to confirm that the ability to add, rename, and reorder supporting documents is a key feature of this new BGL-powered Workpapers solution. This functionality is already available in BGL’s core product, which forms the foundation of our new offering. This means you'll soon have the flexibility to organize your documents as you work, without the frustrating workarounds you've mentioned.The new solution will also enable direct data…

    Daniel Harcombe supported this idea  · 

  3. AU Tax - Ability to include client phone number

    41 votes

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    submitted  ·  7 comments  ·  Practice tools  ·  Admin →
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    Daniel Harcombe supported this idea  · 
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