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Reports & tax

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Reports & tax

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191 results found

  1. Currently the IR10, Box 60 says 'Investment Boost Claimed', but this is misleading as the amount that needs to be entered is the value of the assets which are having Investment Boost claimed.

    The IRD's IR10 Guide calls Box 60 'Total value of Investment Boost asset(s) being claimed'.

    Please change the name of Box 60 to match the IR10 guide. This will make it easier for users to enter the correct amount.

    14 votes

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    2 comments  ·  Tax filing  ·  Admin →
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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  2. Please segment out the user permission for the ability to pre-lodge in tax returns to a separate, granular security option, so that we can nominate specifically by user who is able to pre-lodge to the ATO, given this transmits data to the ATO (and we would like to restrict this so it is completed only by certain users and at certain stages of the preparation process rather than 'too early' when the return is still very much subject to review and change).

    14 votes

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    0 comments  ·  Tax filing  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  3. After filing a tax return why not automatically add it to the bills to pay section of the dashboard as you already have all of the information??

    12 votes

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    3 comments  ·  Tax filing  ·  Admin →
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    Hi everyone, appreciate the detail you’ve all shared around this. We understand you’re looking for GST lodgements to automatically create the related bills or invoices in Xero, so your tax obligations are reflected in your accounts without manual steps.

    Having this connection between GST filings and transactions could help make reconciliation and tax workflows more seamless.

    We’ll continue to track feedback and interest from the community for this idea for our Product team's assessment.


  4. Add Capital Works Worksheet to SMSF Tax – Deductions

    Problem
    In the SMSF tax return, the Capital Works (Division 43) deduction does not include a worksheet. While users can manually enter a total amount, there is no built‑in worksheet to calculate or track the capital works deduction.
    This creates a gap in functionality, as accountants must maintain a separate external worksheet to calculate capital works depreciation and then manually transfer the result into Xero.
    Why this matters
    Capital works deductions are very common and material for SMSFs that hold property. Without an integrated worksheet:

    Calculations are more time‑consuming
    There is…

    8 votes

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    2 comments  ·  Tax filing  ·  Admin →
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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  5. I have multiple clients who are registered in different countries for VAT, and I would like to suggest that there is a way to have multiple VAT controls accounts for where a specific new tax rate is created (for example 19% being for Germany VAT and 23% for Ireland). But also, if there is a way to automatically exclude these from the UK VAT return report

    7 votes

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    2 comments  ·  Tax filing  ·  Admin →
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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  6. On HMRC ASA there is a list of clients signed up for MTD for IT with references starting 'X*IT'. These references should be available to Xero so it would be good for that reference to show in Xero within the MTD tab

    8 votes

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    1 comment  ·  Tax filing  ·  Admin →
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    Thanks for raising this idea with us, and we are happy to move this to Gaining Support. However we would love if you can give us more details on how this would look, and how this would improve your MTD for IT experience.

    You can share this idea with your friend and colleagues so they can vote and comment. This will make it easier for the Product team to gauge community interest in the idea.

  7. We would like to request that the Sales Tax report for each invoice be shown as a single total amount in one bill, without itemizing the individual items in the Sales Tax report.

    This format will help us track and reconcile invoices more easily. When the Sales Tax is itemized, it becomes difficult for us to monitor and match the invoices accurately.

    We appreciate your support and look forward to your assistance on this matter. Please let us know if you need any further information from our side.

    5 votes

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    3 comments  ·  Tax filing  ·  Admin →
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    Hi community, appreciate raising this idea in the forums here and we'll start to get an understanding of the interest around this.

    As tax can differ per line of an invoice this audit report provides a detailed account of the transactions lines that make up your tax and we want to be open that we don't have plans around changing this view right now.

    In the meantime, for reconciliation purposes you may find running the Receivable Invoice Summary report useful.

  8. It should be a straightforward matter of going into a transaction to change its status from GST included to GST excluded or no tax, instead of having to remove, redo, undo reconciling and then reconciling the whole thing again etcetera. Especially when there is a file attachment, this is a very awkward, convoluted operation. I daresay in MYOB it is very simple. Just check transaction report, find any faulty coded ones, correct, rerun report, done.

    4 votes

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    0 comments  ·  Tax filing  ·  Admin →
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    Hey Margriet, thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  9. I have a US corporation in Xero which primarily does business in Canada and collects/remits Canadian sales tax. The rules for a US company are not robust enough to account for Canadian sales tax.
    It's common for expenses in Canada to have some combination of taxable/nontaxable amounts. In a Canadian corporation I can manually adjust the tax amount to easily manage these situations, but I can't in a US corporation. Can you add the option to manually adjust tax amounts in US corporations?

    6 votes

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    0 comments  ·  Tax filing  ·  Admin →
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    Hi everyone, thanks for sharing this idea. We understand that for US organisations managing cross-border expenses, tax differences can sometimes make data entry and reconciliation more complex.

    We hear the request for more flexibility to manually adjust sales tax on expenses, especially where foreign tax rules like GST or HST don’t align with default calculations.

    We’ve moved this to Gaining Support so we can track interest and help our product teams review the value of extending manual tax override options to US organisations for cross-border expense scenarios.

  10. Would it be possible to create an annual CIS subcontractor statement, showing the Gross, CIS deductions and net payments for all 12 months in the tax year please?

    38 votes

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    9 comments  ·  Tax filing  ·  Admin →
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    Hi team, we appreciate interest in a specific annual CIS statement. While this isn't in our immediate plans right now you can run the CIS Contractor return for a custom date range.

    If you then select individual subcontractors and download this will be the annual statement.

    We'll continue to track interest from community in the idea here and if there's any news will share for you all.

  11. We have been using the New Financial Accounts FRS102 IA template in Xero Business. Here are our feedback notes. In case anyone else is having the same issues.
    When looking at the Xero HQ List of accounts it shows either in progress or Error until actually filed.

    1 vote

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    2 comments  ·  Tax filing  ·  Admin →
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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  12. It would be useful to be able to automatically import the individual partner profits from partnership tax directly in the partnership schedule within personal tax. This would increase efficiency and reduce the likelihood of errors.

    6 votes

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    0 comments  ·  Tax filing  ·  Admin →
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    Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you sharing how a direct link between partnership and personal tax returns could support your workflow. This idea is now in Gaining support status, which means our community team have reviewed it and it's open for community support through votes and comments. We'd love to hear from others about how this could benefit your practice, so please continue to share your feedback and vote if this resonates with you.

  13. U.S. State Returns - USE TAX PROCESSING NOTES
    6/10/26
    Note: the following notes are based on treatment of Use Tax in California and South Dakota. I believe that the procedures listed would apply to most states that impose a Use Tax.
    What is Use Tax?
    Use Tax is the term used to describe the “Sales Tax Equivalent” that applies when an organization purchases a taxable item/items from a vendor and the invoice for the purchase does not contain a charge for the appropriate sales tax. The amount of the Use Tax is typically the same amount as the Sales Tax…

    1 vote

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    1 comment  ·  Tax filing  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  14. It would be really great to separate out the "Completed" and the "Audit Check" button in XPM for the tax returns and have them side-by-side rather than having the "Audit Check" hiding inside a drop-down menu behind "Completed".

    These have two vastly different outcomes - the "audit check" is great for checking things are completed correctly (especially great for learning staff), but this is only accessible by clicking on the little arrow beside the "complete" button. If the "complete" button is accidently hit... it's stupendously annoying.

    Many people don't have the authority to reverse clicking on "complete" i.e. to unlock…

    2 votes

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    0 comments  ·  Tax filing  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  15. Why does Xero not pre-fill the Private Health Insurance information of someone who is on their family's PHI?
    i.e. a young adult/teenager who is still on their parents health insurance. (Code F on the tax return).

    I am having to manually enter the information every time I create a return for one, which is frustrating given that the information is already on their ATO pre-fill report, and it prefills fine for their parents.

    6 votes

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    2 comments  ·  Tax filing  ·  Admin →
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    Hi Emily! We really appreciate your feedback on this. At this moment, the information we pull is directly from the ATO exclusively for one sole return, and so won't automatically fill into the young adult/teenagers return as you've found.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    We'll keep an eye on any traction this gets in the community and will keep you updated if there are any updates. Thanks.

  16. Hi Xero Team,

    I would like to suggest a feature enhancement that would greatly benefit users in the Philippines.

    Currently, when generating reports (such as Transaction Reports, General Ledger, or Contact-based reports), there is no option to display the Tax Identification Number (TIN) and registered address of contacts as columns.

    Including TIN and address fields in report columns would significantly improve efficiency and accuracy in preparing BIR compliance reports such as:

    • SLSP (Summary List of Sales and Purchases)
    • QAP ( Quarterly Alphalist of Payees)
    • SAWT (Summary Alphalist of Withholding Taxes)

    At present, users need to manually extract or cross-reference this…

    2 votes

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    1 comment  ·  Tax filing  ·  Admin →
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    Hi Georgia, thanks for sharing your idea, and letting us know the changes that matter most for you. We'll open this idea up to the community so they can share their thoughts and add their votes. In the meantime, please feel free to share this with your friends and colleagues who might find this feature useful as well. Cheers

  17. The signed declaration on activity statements does not currently display the relevant reporting period. This information is important to clearly identify the period the declaration relates to.

    We request an enhancement to the signed declaration section to include the applicable reporting period to ensure clarity and accuracy and even compliant.

    2 votes

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    0 comments  ·  Tax filing  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  18. To have the option to remove the draft bill feature when lodging your BAS through Xero. At the moment, the system automatically creates the draft bill when lodging your BAS and we are manually going back and deleting the draft bills.
    It would be great to have option to disable this feature

    6 votes

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    1 comment  ·  Tax filing  ·  Admin →
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    Thanks for sharing your feedback on draft bill creation during BAS lodgement. We appreciate you explaining how this impacts your workflow.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  19. Please update the tax return screen so you can have a view of the tax return to the side of the return like bills does so you don't have to export the pdf to view the return

    2 votes

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    0 comments  ·  Tax filing  ·  Admin →
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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  20. Have the full expanded version of lodgment Error Codes shown on a return that does not lodge correctly so we have a quick, accurate understanding of what is needing to be adjusted.

    2 votes

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    0 comments  ·  Tax filing  ·  Admin →
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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

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