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  1. 2 votes

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    Thanks for sharing your idea, and letting us know that you would like to see the number of notes displayed on the client view.

    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.

    Kelly Duffy supported this idea  · 
  2. 6 votes

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Kelly Duffy supported this idea  · 
  3. 296 votes

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    Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.

    As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.

    History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here

    Kelly Duffy supported this idea  · 
  4. 35 votes

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    Kelly Duffy supported this idea  · 
  5. 5 votes

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    Kelly Duffy supported this idea  · 
  6. 2 votes

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    Kelly Duffy supported this idea  · 
  7. 9 votes

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    Kelly Duffy supported this idea  · 
  8. 3 votes

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    Hi Emile, we're grateful for your engagement and for sharing this excellent idea to use comparatives in a return in NZ Tax. We agree that having a feature like this, similar to what's available for Australian tax returns, would be a fantastic tool to help ensure accuracy and streamline the preparation of returns.

    Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero. We'll be keeping an eye on its progress.

    Kelly Duffy supported this idea  · 
  9. 6 votes

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    Kelly Duffy supported this idea  · 
  10. 115 votes

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    Thanks so much for your continued feedback and for casting your votes for automating losses carried forward in Xero Tax NZ. We genuinely appreciate you highlighting the challenges you face with the current process, and understand that manually re-entering these figures is a significant pain point for many of you. 

    I wanted to let you know that this idea is currently In discovery - Meaning our product team is actively researching and exploring the best ways to address the need for automated loss carry-forwards, including how different loss types behave and how to ensure a seamless flow of data within Xero Tax.

    We'll be sure to provide another update as soon as we have more information to share on our progress.🙂

    Kelly Duffy supported this idea  · 
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    Kelly Duffy commented  · 

    Bringing forward the loss amount in the prior year's return would be great, but even better would be if it could come directly from IRD.
    When the return is created it should pick up the Losses brought forward (and excess imputation credits and rental deductions brought forward) direct from IRD and put it the tax return.

  11. 45 votes

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    Kelly Duffy supported this idea  · 
  12. 5 votes

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    Kelly Duffy supported this idea  · 
  13. 35 votes

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    Kelly Duffy supported this idea  · 
  14. 4 votes

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    Kelly Duffy supported this idea  · 
  15. 13 votes

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    Kelly Duffy supported this idea  · 
  16. 33 votes

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    Kelly Duffy supported this idea  · 
  17. 56 votes

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    Kelly Duffy supported this idea  · 
  18. 33 votes

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    We're grateful for your engagement and letting us know the changes that matter to you.


    We've reviewed your idea to add an auto allocation button and it can now gain support from other community members.


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

    Kelly Duffy supported this idea  · 
  19. 69 votes

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    Kelly Duffy supported this idea  · 
  20. 27 votes

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    Thanks for sharing your idea to improve our NZ tax product, and letting us know the changes that matter most for you.

    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.

    Kelly Duffy supported this idea  · 
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