Skip to content
← Share and support customer ideas for Xero

Settings and activity

15 results found

  1. Xero Tax (AU) | Set Yes as the default option on capital gains worksheet

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Lucy McGlone supported this idea  · 

  2. Practice Manager - Managed Fund Distribution Worksheet & Income Averaging

    25 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  8 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Lucy McGlone supported this idea  · 

  3. AU Tax - Change default to 'Yes' for transfer capital gains to tax return on Managed Fund Schedule

    9 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded

    Hi Lucy, thanks for sharing this specific feedback about our AU Tax module. We know that small adjustments to default settings can often make a big difference in streamlining a workflow.

    We've reviewed your suggestion to change the default option to 'Yes' for transferring capital gains to the tax return on the Managed Fund Schedule. Your idea is now ready to gain support and feedback from other tax preparers in the community.

    Along with votes, others can now comment to share if this default setting would better match their own process and improve efficiency when preparing returns.

    Lucy McGlone shared this idea  · 

  4. AU Tax: Pre-filling capital losses

    7 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Lucy McGlone supported this idea  · 

  5. AU Tax: CGT - Allow pro-rata of private use days

    23 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Lucy McGlone supported this idea  · 

  6. AU tax - Split husband and wife interest income

    15 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Lucy McGlone supported this idea  · 

  7. AU Tax: CGT - Option to copy and transfer

    336 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    54 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    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

    An error occurred while saving the comment
    Lucy McGlone commented  · 

    this is required urgently & is a basic function
    literally data entering same info twicer for every rental property sale

    Lucy McGlone supported this idea  · 

  8. Xero Tax (UK) | Notes on sole trader accounts

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Lucy McGlone supported this idea  · 

  9. Xero Tax(AU ) | Business Schedule - Individual Worksheets

    87 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    7 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks so much for taking the time to outline how you’re using Xero Tax and the challenges with clients who have multiple businesses under their personal names. ✨


    At the moment, we’re not planning to introduce individual worksheets for each business that then roll up automatically to the main business schedule, so this isn’t something that’s currently in our pipeline.


    While I don’t have a timeframe or planned work to share for this specific workflow, your feedback is really valuable in helping us understand where Xero Tax isn’t supporting multi‑business clients as well as it could. We’ll keep monitoring interest in this type of functionality as we review and prioritise future improvements to Xero Tax.

    Lucy McGlone supported this idea  · 

  10. AU Tax - Warning for tax claim code A

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Lucy McGlone supported this idea  · 

  11. AU Tax - Add a Next button to the Managed Fund distribution

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Lucy McGlone commented  · 

    Can Xero default the transfer of capital gains from the managed fund to 'YES' instead of "NO"

    Lucy McGlone supported this idea  · 

  12. AU Tax - up to 72 hours lodgement time (compared to other systems with instant lodgement)

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Lucy McGlone supported this idea  · 

  13. Xero Tax(AU) | Worksheet to calculate number of days not liable for M2 (Medicare levy surcharge)

    131 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    6 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate how auto calculating Medicare Levy Surcharge (MLS) exempt days would help save time and reduce errors.

    While our product team has reviewed this idea, and it's something we have intentions to solve in the long terms this is not roadmapped at this time.

    This is something we'll continue to assess as we plan for the future of Xero tax so I'll share as soon as there are any updates on this, here. Thanks

    Lucy McGlone supported this idea  · 

  14. Individual Income Tax Return - Future Year Return - Tax Rate

    43 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Lucy McGlone supported this idea  · 

  15. AU Tax - Ability to share Rental Property Schedules

    37 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Lucy McGlone supported this idea  ·