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  1. 6 votes

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    Jennifer Foster supported this idea  · 
  2. 39 votes

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    Jennifer Foster supported this idea  · 
  3. 114 votes

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    Totally understand how notifications of errors can improve efficiency and handling of returns in Xero Tax (AU). Thanks for all your input and sharing on this idea, everyone.

    While we have a few pieces of work underway atm, this is something our team are looking to develop. We're going to move this to Under Review and as we have more info and progress we'll return to share this with you all, here. 🙂

    Jennifer Foster supported this idea  · 
  4. 21 votes

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    Hi team, reviewing this idea our team are exploring the possibility of adding the ability to add a number of Freeform Notes in some of the Financial statements for FRS102 1a as part of our plans to improve the Notes & Disclosures and offer greater flexibility. We'll round back to share once we have confirmation for you all. 🙂

    Jennifer Foster supported this idea  · 
  5. 3 votes

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    Thanks for your feedback to our last update, it helps beef up our product teams understanding of the needs in this idea.

    Right now this isn't something we have direct plans around. However we'd like to continue tracking the demand in this feature and will share if there are updates, here.

    Jennifer Foster supported this idea  · 
  6. 6 votes

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    Hi Claire, thanks for your interest in this idea. Although we haven't enabled the option to exclude a balance sheet from sole trader accounts within Xero HQ we wanted to share this very exciting update with you. We recently released a direct import of the P&L from Xero onto the self-employment worksheet within Personal Tax, without the need to map the account codes and generate a set of sole trader accounts.

    Previously we only supported an import from Sole Trader Accounts to Personal Tax which for some of our partners involved an extra step, particularly for smaller clients who typically only receive Income & Expenditure accounts. We hope by adding this functionality that you will be able to maximise the more flexible reporting capabilities within Xero to produce accounts for sole traders. This new feature is not simply an import either, it also supports cash-basis, allows you to manage the…

    Jennifer Foster supported this idea  · 
  7. 9 votes

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    Thanks for your feedback and support in ideas, everyone.

    We've been exploring opportunities for expanding UK tax capabilities for our partners and are considering the ability to include a SOIRE for FRS102 1A accounts. We'll shift to Under review and share more when there's updates with you here. 🙂

    Jennifer Foster supported this idea  · 
  8. 14 votes

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    Hi everyone, thanks for the on-going interest and engagement in this idea. As mentioned in our last update - tax adviser details will roll forward into the next year for each client, once added.

    However, our product team do appreciate how auto-filling the tax adviser details would make things more efficient.

    While we don't have immediate plans, this is something our teams are taking a closer look into solving for Xero Tax (UK) Personal tax.

    I'll be sure to come back and keep you updated of any progress in this space.

    Jennifer Foster supported this idea  · 
  9. 77 votes

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    Jennifer Foster commented  · 

    Can we have an update on this please? This is a fundamental function of tax software and not having partnership return is a basic flaw with Xero.

    Jennifer Foster supported this idea  · 
  10. 124 votes

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    Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;

    • There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
    • The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below


    Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync

    • Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
      • This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
    Jennifer Foster supported this idea  · 
  11. 86 votes

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    Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here. 

    Jennifer Foster supported this idea  · 
  12. 41 votes

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    Jennifer Foster supported this idea  · 
  13. 28 votes

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    Jennifer Foster supported this idea  · 
  14. 61 votes

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    Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.

    Jennifer Foster supported this idea  · 
  15. 40 votes

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    Jennifer Foster supported this idea  · 
  16. 21 votes

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    Jennifer Foster supported this idea  · 
  17. 66 votes

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  18. 67 votes

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  19. 42 votes

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    Hi everyone, we appreciate your interest and contributing to the idea here.

    While this is something our teams are keeping a close eye on, we want to be honest that for the time being we do not have any plans for developing automatic calculations for this with Xero Tax(UK).

    Atm, we're waiting to see how HMRC will support farmers averaging within MTD IT before making any plans to develop a solution within Xero. We will share if there are any updates surrounding this for you, here.

    Jennifer Foster supported this idea  · 
  20. 3 votes

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    Jennifer Foster supported this idea  · 
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