Settings and activity
19 results found
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117 votes
Hi team, back to share an update as work progresses. 😊
Our team are in active development of 2025 (and future years) tax returns to provide pre-population of loss balances bought forward. We'll also provide warning on the return where data differs from that received from IR.
I'll loop back again as we roll this out, along with further details of the change. Thanks!
Paul Snyman
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38 votes
Hey team, we appreciate the feedback we've received and the support this idea has.
Your idea is definitely on our product teams radar. Although there are no immediate plans to share right now, we will be sure to update you of any change that'd help, here. Thanks
Paul Snyman
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18 votes
Hi community, we're excited to share that the ability to add notes to all line items will be soon available to all in new Xero Workpapers! We're starting the rollout to our Australian partners, and will go wider to other regions in early 2026. Thanks again for your feedback and we'll round back to confirm when live to all Partners.
Paul Snyman
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19 votes
Hi team, I'm happy to let you know that we’re working on a new Xero Workpapers solution, within which practices will be able to grant staff the ability to see all workpaper packs for clients they have access to 😊
In addition, it offers more control over staff permissions within Workpapers, including the ability to restrict certain actions to just administrators or reviewers.
We've just started rollout to Australian partners with more regions to come in the new year. Thanks again for your feedback and we'll post another update to confirm when released to all Partners.
Paul Snyman
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46 votesPaul Snyman
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108 votesPaul Snyman
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163 votes
Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.
Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.
The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.
We'll post an update as soon as we have any news to share.
Paul Snyman
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36 votesPaul Snyman
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17 votes
We appreciate the interest and attention around this idea, team. As you might've heard, at Xerocon we announced our new Xero Workpapers.
Taking on board feedback from our community to develop this, new Workpapers provides the ability to edit internal queries in Workpapers. We're excited for you to try this new experience and have just begun rollout to Australian partners, with other regions soon to come in 2026. Thanks for sharing how this feature could benefit your practice. We'll return to share once rolled out to 100%.
Paul Snyman
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96 votesPaul Snyman
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71 votesPaul Snyman
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43 votesPaul Snyman
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101 votesPaul Snyman
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41 votesPaul Snyman
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38 votesPaul Snyman
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13 votes
Thanks for engaging and sharing the idea here - Having a deeper read to interpret, there's the ability to add more client report fields that can be included in your report templates yourself (such as Director 5, Director 6 etc) - See detail in our help here.
A couple of pointers to note, are;
- ensure you have the Edit report templates permission, then
- add the new client report fields at Xero HQ level first; this'll make them available to add in your Report templates. Then, add the names of the directors at the client level.
We hope this helps you overcome the idea here, let us know if this doesn't quite accomplish what you're asking.
Paul Snyman
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127 votesPaul Snyman
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28 votesPaul Snyman
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5 votesPaul Snyman
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