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  1. UK Tax (self-assessment) - a "completed button" for each tax return section/schedule

    2 votes

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    1 comment  ·  Reports & tax » Tax filing  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing this idea, I can see how a clear way to track which sections of a tax return have been completed would be especially helpful when you're working across multiple returns or waiting on client information.

    We've moved your idea to Gaining Support so we can gauge community interest and better understand how many others would find this helpful in their workflow.

    If this would make a meaningful difference for you, it would be great to hear more about which schedules or stages are the hardest to keep track of today.

    Sarah O'Neill shared this idea  · 

  2. AU Tax - Separate the permission to 'Pre-Lodge' tax returns

    17 votes

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    3 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thanks for helping us understand your workflow needs.

    We can see how having a separate permission for pre-lodgement could help practices manage access more effectively and better align with their internal review and approval processes before information is sent to the ATO.

    I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand how more granular permission settings in Xero Tax could support different practice workflows.

    Please keep sharing your votes and examples of how this could work for your team.


    Sarah O'Neill supported this idea  · 

  3. UK Tax - Prepare/File historic tax returns through Xero

    9 votes

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    3 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for your feedback on preparing historic tax returns in Xero. We appreciate you sharing how important this is for managing client compliance needs.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Sarah O'Neill supported this idea  · 

  4. Find & Recode - Reverse Find & Recode

    27 votes

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    2 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while we appreciate the support here we want to be open that we don't have any plans for introducing the ability to undo or reverse a find & recode that has been performed. We appreciate the impact using the feature can have which is why it is currently only available to users with the Advisor role and we also suggest checking in with your adviser before making use of this feature.

    Sarah O'Neill supported this idea  ·