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  1. Xero Tax fields in XPM to be importable and extended to UTRs for business tax clients.

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    2 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminDavina Roper (Admin, Xero) responded

    Hi Stewart, thanks for raising this idea. It’s clear that the ability to import Unique Taxpayer References (UTR) and National Insurance Numbers (NINO) is important to you, and we hear the pain points about the extra manual work involved in not having this feature. A possible workaround is using a custom field for now, which can help keep this data within Xero Practice Manager. ⭐I wanted to provide an update on this. At Xerocon, we announced new developments for Xero Practice Manager and Xero HQ that are designed to improve efficiency and help you manage clients more effectively. While I can't promise a specific timeline or confirm that this exact feature will be included, we believe these enhancements will help streamline many of the workflows you’ve highlighted. We'll be sure to provide another update as soon as we have more information. Thank you for your patience and for helping us…

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    Rebecca Pearson commented  · 

    It is a real nightmare for us not to be able to export UTRs and NINOs on mass and so would really appreciate an easy way to be able to do this.

    Rebecca Pearson supported this idea  ·