Enter your idea

Sort "Transactions by VAT box" by the sub headings i.e the Account and not just by Date. It would make it a lot easier when revieweing the VAT return. If I could sort by the Account I could go scroll through and easily see if anything has been posted to an account that doesn't attract VAT such as Entertainment or Insurance and ensure there are no transactions posted there.

Hello , I am pleased this is happening but although you can export the report to excel - it does not enable you to filter/ sort without a lot of work- as I commented below and yet you still seem to be under the impression it can easily be done. There are blank lines and totals in the excel version so you cannot do anything until you remove them and also you need another a column to show which category every line is in so you can filter. If you can do it easily please explain how?

This would be really useful as checking the top 20 highest vat invoices for instance is a nuisance having to export to excel and then copy and paste the invoice number.

As an accountant I have to forward the reports to clients to request their confirmation that they are satisfied that the return can be submitted. The amount of data can appear overwhelming to the client. In addition to the original suggestion can I also suggest two additional improvements:
1 Include a page break in the Transactions by VAT report at each VAT box number change so it is clear where the section starts
2 (I appreciate this is more) include a report of the larger transactions so those items can be viewed in isolation as a final check.

Would be great to have a 'drop down' arrow for box items to hide when finished checking one of the boxes under 'Transactions by VAT box' while checking the VAT return. Or add 'jump to... ' another box so we do not have to scroll up or down.
'Go to top' button would be great as well.

Agree, we have hundreds of pages on some customers and the only way to search or to jump to another box is to export it to excel but that's not always practical

Reviewing VAT Returns

I don't know if it is just me, but when I am reviewing VAT returns and looking at the transactions, as I scroll down the screen I can lose track of what VAT rate I am looking at if there are lots of transactions.

Would it be possible to add a column or a header that states the VAT rate on the transaction schedule that remains visible on the screen as you scroll?

Scrolling up and down to check or locate specific VAT Rates wastes a lot of time.

Thanks

Sarah

Yes, I agree - navigation of the VAT Return is currently timeconsuming and difficult (not up to Xero's standard of workability)

I agree. Also, on the "Transactions by Tax rate" tab it would be really helpful to be able to collapse and expand each tax rate. I almost never want to check the 20% rates but they completely dominate the report and it takes a lot of scrolling up and down to get to the less used rates that I want to check.

It would be great to be able to open & close the sections in the VAT return.
I might be looking for a specific line in the Expenses for example, but need to scroll though all the sales. A little toggle to drop down or close off would be great!

If you could just click on the header to sort by something other than date it would make the review process much easier. By date doesn't seem helpful. Being able to see by supplier or nominal code would make it easier to sense check. I appreciate you can do this via Excel but isn't very professional when sending to a client and it's harder to get an excel file e-approved by a client.

You should have plans Hannah G

Yes they can exported but it is still very difficult to filter whole report. You have to find the start of each section, add the filter each time - time consuimg and wasteful

If you put the vat category in a column and the box number in a column then it would be so much easier

I would really like to see something similar to the sorting function on the Account Transactions report applied to the Transaction by VAT box and Transactions by tax rate pages on the VAT returns. This would make them so much easier to review, rather than exporting them to excel.

It would be so easy to do centrally - just need to remove blank lines and add column showing category - it would save significant time in reviewing the return

VAT Return - transactions by VAT Box
Hi our company VAT return is currently over 400 pages long. Reviewing it is not easy when you have the box 1 figure on page one. I then scroll to about page 65 to get to the box 4 numbers after scrolling past it 2 or 3 times.
It would be amazing if there was a navigation panel to one side that I could click and it would take me to the page of the vat return relevant to the box number I want to review.

This is a great idea, I have just spent 2 days trying to find discrepancies between the VAT by Box Report and the Receivable/Payable Invoice Detail reports