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  1. 103 votes

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    Hi community, we hear you on the challenges presented by the current process, and having to manually calculate this outside Xero.

    Though we don't have immediate plans in the roadmap, this is a feature we'll take into future planning, and we'll be sure to update you all here of any progress.

    For now, the best way to handle this is to continue to calculate the apportionment outside of Xero and then manually enter the figures. Thanks

    Steve Cuffe supported this idea  · 
  2. 43 votes

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    Steve Cuffe supported this idea  · 
  3. 25 votes

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     ·  0 comments  ·  Practice tools  ·  Admin →
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    Steve Cuffe supported this idea  · 
  4. 114 votes

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    Hi everyone, thanks for sharing your thoughts on this idea.

    We want to highlight some existing functionality that could help streamline this process: on the Cover page of a return, there's a toggle that allows you to switch between the Agent’s details and Client’s details.

    Additionally, within the address section of the return, you can toggle to the client's address. Once you've successfully filed a tax return with the client's details selected - Xero remembers this preference. The next time you create a return for that specific client, their details will automatically be the default, saving you from having to manually change it again.

    Though we'll continue to monitor popularity of this idea, we want to be upfront that we don't have any direct plans around the pre-fill behaviour at this time. We'll share if there's any change in status surrounding this idea.

    Steve Cuffe supported this idea  · 
  5. 46 votes

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     ·  0 comments  ·  Practice tools  ·  Admin →
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    Steve Cuffe supported this idea  · 
  6. 134 votes

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    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.

    Steve Cuffe supported this idea  · 
  7. 123 votes

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    Hi everyone, thanks for your valuable feedback and engagement with this idea. We're aware of the importance of real-time error notifications for an efficient workflow.

    While we can' make any commitments at this stage this is something our product teams have lined up for exploration a little later this year and we'll be sure to keep you looped in on any progress here.

    Steve Cuffe supported this idea  · 
  8. 336 votes

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    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

    Steve Cuffe supported this idea  · 
  9. 97 votes

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    Steve Cuffe supported this idea  · 
  10. 54 votes

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    Steve Cuffe supported this idea  · 
  11. 71 votes

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  12. 84 votes

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    Steve Cuffe supported this idea  · 
  13. 109 votes

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    Steve Cuffe supported this idea  · 
  14. 29 votes

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    Thanks so much for everyone's support in this idea. I'm excited to share we have good news! The team's been working hard on a brand new Workpapers solution where you'll be able to highlight accounts that need attention. 😊

    New Workpapers offers a seamless compliance workflow, making it easy to identify discrepancies with a rich working trial balance and in-built collaboration.

    Starting to rollout in Australia, and we'll be following with release to other regions in 2026. We'll be sure to keep you updated on the progress here as we get closer to the release dates for other regions.

    Steve Cuffe supported this idea  · 
  15. 1,432 votes

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    Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.

    As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.

    We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.

    We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.

    Steve Cuffe supported this idea  · 
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