tracking catergories pulled through to xero partner hub
We have come across a couple of issues with how a Xero subscription has been set up for MTD and pulling the data across into Xero partnerhub.
Some of our clients have more than one self-employment and use tracking categories to split the income and expenses for both MTD obligations. I have tried to prepare their 2025/26 tax return but its pulling through the data into one self-employment trade rather than the two that HMRC is expecting.
We have other clients that have share rentals, ie 50% each, MTD has an option to split the income and expenses between the two, but when you pull through the data into Xero partner hub, I am unable to split this out.
The only way currently to split out the different trades or portion out the income and expenses between tax payers is to manually enter the data into Xero partner hub rather than it feed through like the MTD returns. I feel that this function should be available within Xero partner hub.
Tiegan Jewell
shared this idea
Where your clients have more than one source of business income, such as self-employment and UK property, they can use tracking categories to identify which transactions belong to each business. Xero then uses those categories to separate the figures for the relevant MTD for Income Tax quarterly updates; personal income, such as employment income, dividends or savings interest, is dealt with separately as part of the year-end process. For more information, see Set up MTD for Income Tax in Xero. If you need help setting this up, please raise a case with Xero Support and our team can assist you with configuring the tracking categories and work through the process with you. 😊
