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2 results found

  1. Edit sales tax amounts manually

    I would like to be able to edit the sales tax amounts. Sometimes there is no tax on some items and tax on others so the simplified tax calculation creates an inaccurate tax amount.

    2 votes

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    0 comments  ·  Hubdoc  ·  Admin →
    Existing functionality  ·  AdminAnis Anuar (Admin, Xero) responded

    Thanks for sharing your thoughts on manually editing sales tax amounts.

    Good news! You actually have a lot of control over how sales tax is handled. You can choose different tax rates for each item on an invoice or bill, and even set the whole transaction to be Tax Inclusive or Tax Exclusive. If something's tax-free, you can just pick a 0% rate like 'Tax Free' or 'Zero Rated' so it's still included in your reports.

    We have a bunch of helpful info on this in Xero Central. Check out the articles below for a deeper dive. If you're still stuck, you can always reach out to our support team for a hand.

    How sales tax works in Xero

    Canadian sales tax returns explained

    Thanks again for being part of the Xero community!

  2. Record a refund or return from a vendor

    The ability to record a refund for purchases.

    1 vote

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    0 comments  ·  Hubdoc  ·  Admin →
    Existing functionality  ·  AdminPaul Hodges (Admin, Xero) responded

    Hi

    Our usual suggestion for this would be to enter a supplier credit note for the amount that's being refunded.

    You can then record a 'payment' against this credit note to the relevant bank account, and this creates the record of the money that's being refunded to you.

    To finish, you can then reconcile the bank statement line for the refund, against the payment you recorded.


    There's more info on the process in this article: Process a customer or supplier refund


    If you'd like to try this out before taking action in your own org, you can use the demo company to test it. 🙂


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