Settings and activity
31 results found
-
2 votes
Hi Joanne, appreciate you raising the idea with us here.
Just to confirm how this currently works - in the Xero Tax IR3 form, IETC is tied to the income amount entered in the return. The question that asks whether they're eligible is part of the form logic, and will determine if your income or status is non-qualifying. If this is the case it'll mark IETC as unavailable.
While we'll get a sense of the wider interest in a change for this here, we want to be upfront that we don't have any short term plans for changing this forms logic.
An error occurred while saving the comment 
Kathryn Pinkerton
supported this idea
·
-
9 votes
Appreciate sharing detail on how this improvement would better your practices workflow, Kathryn.
We'll start to get a sense of the wider interest through your idea, and if there are any updates I'll be sure to share with you here. Thanks
Kathryn Pinkerton
shared this idea
·
-
10 votesKathryn Pinkerton
supported this idea
·
-
1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Kathryn Pinkerton
shared this idea
·
-
41 votes
Hi everyone, sorry we've not engaged here sooner. We want to share an update to provide some detail here.
Currently, if no payment is made on the first provisional date, then the amount owing moves to the second provisional date. The payment schedule is optimised to show payments in the future and will not reflect missed payments - There are no plans to make a change to how the payment schedule works.
On this basis, if you feel the schedule is incorrect we highly encourage you connect with our Xero Support team via Xero Central so we can take a closer look to investigate based on your specific case. Thanks
Kathryn Pinkerton
supported this idea
·
-
6 votes
Appreciate you sharing why seeing notes from the Returns screen would be helpful when reviewing returns before filing, Kathryn.
We'll start to get a sense of the wider interest in this here and I'll share if there's any progress.
An error occurred while saving the comment Kathryn Pinkerton
commented
Recent actual example:
We prepared tax returns for both 2025 & 2026 together for a new client, but had no way to add a note to the 2026 returns to make sure they weren't filed until after the 2025 returns had been filed and we had asked Inland Revenue to reinstate their EOT for the 2026 year.
Unfortunately the signed returns came in when I was away, and they were all filed together so their 2026 tax is due 7 Feb instead of 7 April next year.
If there were comments attached to the tax returns that were clearly visible when the other person came to file them, this situation would have been avoided.
Hoping for this improvement, which would be very useful!
Kathryn Pinkerton
shared this idea
·
-
18 votes
H everyone, we appreciate your feedback and support in this idea, however want to be open that this isn't something we have planned in the near term.
We're continuing to keep an eye on the support here and will share if there are any updates.
An error occurred while saving the comment Kathryn Pinkerton
commented
Note the IRD form (attached) doesn't include an asset schedule and we are not asking for one - just the equivalent of the IRD form so client can easily see what has been included in their net self-employed income.
An error occurred while saving the comment Kathryn Pinkerton
commented
Totally agree that we should be able to add the equivalent of an IR3B schedule. We are fairly new to Xero and were surprised and disappointed to find this is not available (why would the IR3R be available but not the IR3B?)
The schedule would be used for very small clients that don't need a balance sheet or even an asset schedule, but the income and expenses making up the net profit or loss would then be included in the client's tax return details.
Please look at this with some urgency!
Kathryn Pinkerton
supported this idea
·
-
1 vote
Hi Kathryn, thanks again for sharing this idea.
I can see why having taxable income available in reporting would be useful, especially when you need to identify clients who may be over the ACC maximum liable earnings threshold and then follow up on any possible refunds.
We’re moving this idea to Gaining support so others in the Community can vote for it and add their use cases. That helps us keep an eye on interest and better understand the impact this would have for practices using NZ Tax.
If anyone else in your practice would benefit from this, please encourage them to add their support and comments too.
Kathryn Pinkerton
shared this idea
·
-
17 votes
Thanks for the confirmation, Heather. No changes planned around this right now but we'll get an understanding of the appetite for this here.
Kathryn Pinkerton
supported this idea
·
-
14 votesKathryn Pinkerton
supported this idea
·
-
3 votes
Appreciate you sharing with us here, Kathryn. Thanks for also adding detail on why this'd be useful.
We're just starting to get a sense of the wider interest for this from the community here - make sure to share your idea with colleagues that'd like to see this developed so they can vote, too.
I'll make sure to update if there are any plans made.
Kathryn Pinkerton
shared this idea
·
-
9 votes
Hey team thanks for raising this Idea around sorting order of client names. We are moving this to Gaining Support, but we want to let you know that in the Client list you can still search for clients using the last name, this will pull all the clients wiht that particular last name in the search results. You can now share this idea wiht friends and colleagues and encourage them to vote and comment. Thanks again for bringing this to our attention.
An error occurred while saving the comment Kathryn Pinkerton
commented
We have individual clients' display names set as "Joe Bloggs", not "Bloggs, Joe", so they look sensible on their tax returns etc.
But this means that when you see an on-screen list of Tax Payments Waiting Approval, or if you display or print a report, the individual clients show up in order of their FIRST names which is not logical and can make it difficult to find them on the list. This is also a problem with the reports.
The report field "Client" gives you the "display name" for individuals and the "name" for non-individuals, so all the individuals are in order of first name. We could edit reports to show last name and first name fields instead of "client" but then all the non-individual clients are left off.
Please can we have the ability to see clients in the correct order on screen & create reports showing our clients in alphabetical order of Last name, first name with non-individual clients also included in order of their name?
Kathryn Pinkerton
supported this idea
·
-
12 votes
An error occurred while saving the comment Kathryn Pinkerton
commented
We have a specific email address that we used to send tax letters from, and clients could reply to.
However with Xero we are unable to choose the email address that is shown for the cc when a tax payment reminder is emailed. Currently it can only go to the email for the person who has logged into XPM to send out the tax letter.
Please can we have the ability to choose a different cc email, so we can use the email address that is specifically for this purpose?
This also means that:
1. client replies would go to the correct "tax" email address and not get mixed up in our personal email inboxes.
2. our personal names and email addresses aren't shown when tax payment emails are sent out.
Kathryn Pinkerton
supported this idea
·
-
4 votes
Thanks for your feedback on adding IRD numbers to the client list view. We appreciate you sharing how this could help streamline your workflows.
We're moving this idea to Gaining support, which means the community team have reviewed it and it's now open for votes and comments from the community. If this feature could benefit your practice, please vote and share how you'd use it. Your input helps us understand which improvements matter most to our accounting and bookkeeping community.
An error occurred while saving the comment Kathryn Pinkerton
commented
not sure if I am voting for the right thing but we would like the IRD number to be visible in FYI
Kathryn Pinkerton
supported this idea
·
-
3 votes
An error occurred while saving the comment Kathryn Pinkerton
commented
And - it has just come to our attention that you can't add a note for a terminal tax payment at all..?! Why is this not an option?
An error occurred while saving the comment Kathryn Pinkerton
commented
Also - please can these notes be a field that can be included in tax payment reports, so we can add them in advance then see them when checking tax letters.
An error occurred while saving the comment Kathryn Pinkerton
commented
Also:
1. you can't just add a note without approving the letter (so if wanting to make a note for a future date you have to approve then unapprove to save the note)
2. the note itself is very hard to find in the provisional tax history
3. there is nothing to show that there IS a note - you have to go into the details and look to see if there is one.Very user unfriendly... hope this can be improved!
Kathryn Pinkerton
supported this idea
·
-
81 votes
Hi everyone, thanks for your feedback on this. We appreciate you sharing how the number indicators for Tax Returns and Notes helped streamline your workflow in XPM.
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.
An error occurred while saving the comment Kathryn Pinkerton
commented
Absolutely! There is no point adding a note if you can't tell it's there...
Plus - it was there before, so why has this feature disappeared?
Kathryn Pinkerton
supported this idea
·
-
4 votes
An error occurred while saving the comment Kathryn Pinkerton
commented
We also agree this is very important.
For example if we don't have time to wait a day for the IRD data to refresh (since it is also not possible to do a manual refresh for a particular client!), or if we want to add in expected penalties or transfers.
Kathryn Pinkerton
supported this idea
·
-
51 votes
Hi everyone, we appreciate the continued contributions here and while this is something our team may look at further in the future we want to be upfront that it's not currently on the roadmap.
We'll be keeping a close track on the interest this further build here and be sure to share further updates if it is revisited.
Thank you for sharing and engaging with us on this here in Product Ideas.
An error occurred while saving the comment Kathryn Pinkerton
commented
This is actually really important!
When we changed to Xero we didn't realise that sending tax letters was going to get harder, not easier, and sincerely hope this will be worked on with some urgency
Kathryn Pinkerton
supported this idea
·
-
6 votes
An error occurred while saving the comment Kathryn Pinkerton
commented
It would also mean we can Ignore tax payments in advance if we want to, resulting in much shorter lists to check later on
Kathryn Pinkerton
supported this idea
·
-
56 votes
An error occurred while saving the comment Kathryn Pinkerton
commented
Please also make these notes a field that can be included in reports.
An error occurred while saving the comment Kathryn Pinkerton
commented
Currently there is easy no way to see there even IS a note.
Please can you add something like the FYI comment symbol that will be visible on the main tax payments search screen.Also you can't save a note without approving a tax payment, which is crazy!
We used to use notes on tax payments both past (eg. to explain why client didn't pay as expected), and future, eg a warning to do calculations before sending out the tax letter.
The note was also a field that would show up on exported reports for when we were checking the tax payments due.
At the moment the notes are basically completely useless!!
- we can't see that there is a note, and
- it can't be included on exported reports.Kathryn Pinkerton
supported this idea
·
Hi Kelly,
I think you have misunderstood Joanne's point...
...but I don't think the the BSTC box causing the issue, it's just having the Working for Families schedule open.
As Joanne said, if someone works for 9 months (and is eligible for IETC based on their taxable income), then has a baby so is eligible for WFFTC for the final 3 months, the return should be able to show that they will receive 9 months of IETC.
It appears that when you add the Working for Families schedule, the return just removes any entitlement to IETC even when this is not correct.
You can also have the situation where a client has the WFFTC schedule open to do the calculation, but because the partner has very high income (for example) there is no entitlement to WFFTC. Assuming the principal care-giver has taxable income in the right range, this means they can actually receive 12 months of IETC and this should be able to be in the tax return even if the Working for Families schedule is open.
Can you please have another look at this?