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  1. Workpapers for Individual Tax Returns

    51 votes

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    15 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your feedback. Our product team are very much across the ideas in this forum with the new Workpapers solution being progressively released.

    Right now, we're monitoring feedback and engagement with the new solution closely and have plans to continue enhancing this product.

    I'll be sure to share any progress for Individual Tax returns in Workpapers with you here.

    Rob Creasey supported this idea  · 

  2. Reporting - Customisable Contents & Cover pages in New Reports

    87 votes

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    14 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, right now the only way to edit a cover page in Xero is when you're publishing the report template. 

    Then you can change the Title, Date and Prepared by options. To further change the cover page, you can export the report template to a PDF file and customise it using a PDF editor. This would also be an option for editing the page numbers

    We made some changes in Report styles for our new reports in 2021, though this is only for practice users - They now have the option to choose from four font sizes, and can add a text watermark to exported draft and published reports. 

    We don't have plans to develop this functionality further in Xero atm, but we'll keep you updated if our plans change.

    Rob Creasey supported this idea  · 

  3. AU Tax - New client's information are automatically filled for tax return

    112 votes

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    23 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Rob Creasey supported this idea  ·