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NZ GST - Keep separate Late Claims tab

The New GST layout needs to keep the "Late Claims" separate on the transaction details report. Lumping them all together with income or expense and then the totals don't tie into the numbers on the face of the GST return is frustrating. I can see you can filter by "late claims" but we don't want to have to export and manipulate the data when sending the documents to clients.

It doesn't make sense that the detailed transaction report doesn't match the face of the GST return without manipulating

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Arran Stone shared this idea  ·   ·  Report…  ·  Admin →
not planned  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thank you for your feedback on the changes for NZ GST returns here, everyone. Late Claims display in the body of the return, to review them. If you click on this the Transaction tab will open and to toggle Late claims on and off, select the 'More' option.

Late claims have been separated into their own section in the Transactions tab, and if needed you can also use the Filter to choose to only view Late Claims. We'll soon be updating the export to PDF to allow late claims to be excluded.

We want to be open that we don't have plans for separating these back into their own tab and will close this idea. We still very much appreciate your feedback and will continue to iterate on this overtime to make filling and filing GST for an organisation simpler and more efficient.

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  • Joanne Rennell Malloch McClean commented  ·   ·  Report

    I preferred the old view and would rather we could open returns in multiple tabs rather than change the layout to no benefit to anyone. the new layout is NOT an improvement we need

  • Tracey Jones - Malloch McClean commented  ·   ·  Report

    Keep it like it was. It would be more beneficial to be able to open multiple GST Returns up at a time rather than playing around with how stuff looks.

  • Chris Curlett commented  ·   ·  Report

    An exceptional idea and yes it would make things a lot easer.

  • Karen Hughes commented  ·   ·  Report

    I agree, I much prefer the late claims be kept as a separate tab. This makes it much easier reconciling the GST account when preparing the financial statements. I want to be able to export the late claims reports since the balance date and identify the transactions that are prior to balance date to include in the GST reconcilation, and save as supporting workpaper.

  • Grace Muirhead commented  ·   ·  Report

    Agree late claims need to be separate. The new report is not easy to view, especially on a portrait screen the whole report doesn't fit - the old one was much better and easier to read, there was nothing wrong with it

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