Reports & tax

926 results found

1. AU Tax - Calculation of Excess Contributions Tax

   Can you add Excess Contributions Tax estimated tax calculation in Div 293 section?

   3 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Tax filing  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

   Thanks for highlighting this opportunity. We understand the request for Xero Tax to calculate Excess Contributions Tax when preparing Australian tax returns.

   We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how this would support your tax preparation process.

2. Cashflow manager - Include GST PAYG and Super

   Automatically include GST, PAYG and Super in the cashflow manager report. This would be quite easy an implementation, as all that needs to happen is the report pulls the BAS & Super payment settings (for the dates), and adds in the amounts to cashflow manager.

   3 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Reporting  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

   Hi Rav, 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.

3. Xero Accounting App - Make analytics dashboards available on mobile

   Currently visual dashboards are not available on tablet or mobile. It would be good for them to be available for reporting-on-the-run.

   3 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Reporting  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

   Thanks for sharing your idea, and letting us know the changes that matter most for you Simon.

   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.

4. Account Transactions Tab - Display account and GST status for a transaction

   Display account and GST status when viewing account transactions page

   Another post said "While Xero works on failed AI features like Jax and auto reconcile which no one asked for... basic features like this are missing and causing suffering." I agree.

   Seems dumb Xero does not display the essentials of a transaction.

   Like most people, I spend > 60% of my time coding and checking for correct account and GST status, so why not have those displayed when the data is very easy to show. Just add those columns.

   2 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   1 comment  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

   Hi Peter, 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.

5. Reporting | Edit report layout - Allow printing from Edit mode with all accordions expanded

   Being able to print off the reports in the 'edit' mode so you can see the expanded breakdown of the accordian would be very helpful to ensure that Notes match Statements of Financial Performance and Position (especially useful for our juniors who often can't work out where their subcodes are if there have been reporting changes)

   4 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   1 comment  ·  Reporting  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

   Hi there, appreciate the need to allow printing from edit mode and for the screenshots as well. We’ll start to track support on your idea from the community, here.

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

6. Bank Feeds - Include description for bank accounts

   For bank accounts - it would be good to have the contact and description concatenated as for other accounts. This way account lines could easily be matched.

   6 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Reporting  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

   Hi Jenny, 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.

7. Reports - Allow filtering out customers with zero balances or no activity on customer activity reports

   A report is needed that lists the customer activity with the ability to filter out customers with a zero balance. It takes 20 minutes to run an activity report (which is transactions in AR) then filter out all of the customers with a zero balance. This needs to be done monthly and it is ridiculous to not have that ability.

   2 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Reporting  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

   Thanks for bringing this idea to the community.

   Being able to exclude customers with zero balances or no activity directly within accounts receivable reports could make it easier to review outstanding balances without needing to manually filter the results.

   We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this feature would help your workflow, add your vote and share which reports you'd like this filter to be included.

8. Xero Tax (UK) - Link between personal and partnership tax to import individual partner profits into personal tax

   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

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Tax filing  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

   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.

9. Repeating Journals - Option to switch from "post" to "draft"

   I would like the ability to stop repeat journals set to "post" from posting automatically and edit them to generate as "draft".

   I can't see a way to do this currently and have to delete and re-create which is tiresome

   •  

   7 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Manual journals  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

   Thanks for sharing your idea, we appreciate you explaining how switching repeating journals from "post" to "draft" could help 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.

10. US Sales Tax - Use Tax application and returns

    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 that would have applied on the purchase if the vendor had included such tax on the invoice and is nearly always based on the total tax that would apply at the delivery point of the product. This total tax may be comprised of the following components of tax, depending on the state tax laws at the point of purchase.
    • State sales tax.
    • County sales tax.
    • Municipal tax.
    • District tax.
    • Other applicable taxes imposed by state tax law.
    Contact should be made to the appropriate state revenue or tax agency responsible for sales tax law to determine the appropriate taxes to be applied.
    Why is sales tax not charged on some purchase invoices?
    There are a variety of reasons that sales tax may not be charged on purchase invoices.
    • The most common is that the vendor from whom the purchase is made is in a different state than the purchaser and the vendor does not charge the purchasing state sales tax for some reason. This is quite common with internet purchases, as current law excludes such sales when the annual sales volume is under a specific amount. The most common amount is $100,000 annually, but this should be verified with the state agency in the state where the purchaser is located.
    • Another reason is that when the vendor purchases both taxable and non-taxable items from the vendor and has provided the vendor with a “resale” certificate. Unless the purchaser specifically tells the vendor that the purchase IS taxable, it is most likely that the sales tax will not be charged because of the tax-exempt coding in the vendor’s software system.
    • Sometimes in-state vendors assume that non-profit organizations are “tax exempt” from sales tax when that is not the case. In fact, many such software documentations, including QuickBooks (Online and Desktop) and Xero and others incorrectly make a blank statement that non-profits are exempt from sales tax, which is NOT correct. While 501(c)(3) and (c)(6) organizations are exempt from income tax, they are most generally NOT exempt from sales tax. When this happens, it is necessary to accrue Use Tax on the invoiced amount, AND the in-state vendor should be contacted and advised to charge tax on future invoices.
    • Some small local vendors may erroneously believe they are exempt from charging sales tax, or they simply refuse to do so. While you must accrue and pay Use Tax on such purchases, you may want to consider using alternate vendors in the future unless the vendor is the only source of the items purchased. Frequently, these small vendors are the same ones that assume non-profits are exempt from all tax, not just income tax.
     
    Process for accruing and payment of Use Tax:
    The following steps are needed to accrue and pay Use Tax.
    1. Use Tax is typically paid at the same time and in the same form as the state sales tax return. The information typically required on the return is as follows:
    a. The total amount of invoice purchase for taxable items delivered to the purchase location, and
    b. The total amount of sales tax that should have applied for the taxable purchase.
    2. This would require a General Ledger liability account in the Chart of Accounts. This would typically be in the same numerical sequence and located in the same section as the Sales Tax Liability.
    3. Use Tax would be composed of the same sales tax components as the Sales Tax that would apply in the location of the purchaser. This may include the state sales tax, a county tax if applicable, a municipal tax if applicable, and all district taxes if applicable.
    a. Ideally the software system should allow for the purchase total and the applicable sales tax component amounts for each of the components. These components may all post to the Sales Tax Liability GL account even though they are first listed under a Use Tax total in the first portion of the Sales Tax return.
    b. If the software does not allow for the component portions of the tax, it would be calculated as the return is prepared.
    4. If the software system used by the company does not allow for the component portions to be identified separately and does not provide for a way to capture Use Tax purchases, it will require manual effort to capture the appropriate purchase and component value totals.
    Note: This should be a consideration when reviewing software systems for use in the organization. Many software systems state that they manage Sales Tax Reporting but do not include any software to address Use Tax Purchases. If their software systems also claim to “automatically” file the organization sales tax returns, this would result in incorrect sales tax filings. Organizations using such systems should NOT allow automatic filing of sales tax returns but instead realize that they must manually complete such returns to appropriately include Use Tax purchase data.
    5. When making a payment of sales and use tax for the sales tax return, you will need to …
    a. If you created and posted to a Use Tax Liability account to track Use Tax totals separately, you will need to do one of the following when paying the sales tax return:
    i. When making the payment, you will need to post the appropriate amounts to both the Sales Tax Liability and the Use Tax Liability accounts, OR
    ii. You will need to make a transfer of the Use Tax Liability portion of the payment from the Use Tax Liability into the Sales Tax Liability and then record the entire payment as offset to the Sales Tax Liability account.
    iii. Either is correct, the choice would be what level of tracking your organization wishes to do for Use Tax.
    6. Use Tax is normally not a frequent or large dollar item but is required to be reported on by states that impose a Sales Tax, so it is something that needs to be addressed. During sales tax audits, they will always search for invoices that do not contain sales tax and dig deeper into finding out whether Use Tax was accrued and paid. Penalties and Interest will apply if Use Tax is ignored.
     
    Process to enter the invoice to capture Use Tax Payable:
    When an invoice is received for a taxable purchase (typically an expense or fixed asset item(s)) but does not include a charge for the sales tax on the purchase, use the following workaround. This assumes that you have created a liability account for Use Tax Payable.
    For the example presented, assume that the item purchased is $100, and the aggregate sales tax is 7%. Further assume that the taxable invoiced amount for the period is $5000.
    1. Enter the invoice as follows:
    a. The credit to Accounts Payable is $100.00, the amount of the invoice.
    b. The debit to the expense or fixed asset account is $107.00
    c. An credit of $7 is made to the Use Tax Payable GL account.
    d. Credits = $100 + $7=$107.00 Debits = $107.00
    2. When the sales tax return is due to be filed & paid to the state, we would include $100 as the “Purchases subject to Use Tax”, which is normally then added to the total taxable invoice amount. Example: $5000 + 100 = $5100.
    3. Tax would calculate at $5100 x .07 = $357.00
    4. Thus, the $7 accrued for Use Tax is included in the total owed to the state.
    5. In this example, a manual journal entry would be made to transfer the $7 from the Use Tax Payable account into the Sales Tax Payable account to allow the full liability to the state to be paid from the Sales Tax Payable account.

    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… more

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    1 comment  ·  Tax filing  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 🙂

11. Reporting - Ability to hide Formula Rows in reports if the result is zero

    It would be great to be able to hide formula rows in reports where the result is a nil balance. Currently we get multiple repetitive total lines on reports when there is no activity cluttering up the reports unnecessarily.

    5 votes

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    1 comment  ·  Reporting  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Kerrin, thanks for raising this. It’s easy to see how automatically hiding custom formula rows with no activity would make reports cleaner and easier to read.

    Without this option, reports can feel cluttered. That often means sharing something that looks busier than it needs to be, or exporting the report just to remove empty rows manually—extra work that defeats the purpose of using the report builder.

    I’ve moved this idea to Gaining Support so we can better understand interest in more report-level formatting options. If you’re able to comment with the specific reports where this would be most useful, it’ll help other users understand the use case and help the idea gain traction.

12. Profit & Loss - Ability to delete line items when creating custom Profit and Loss reports

    Hi, it would be amazing to have the ability to delete certain line items to create custom reports (eg - Profit and Loss). I currently need to export the full report into excel and manually delete the lines, but would be nice to have the option to do this in Xero custom reports

    15 votes

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    2 comments  ·  Reporting  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Thanks for adding your feedback and votes to this idea. We understand the requests for the ability to delete line items from custom Profit & Loss reports, and we can see how this could help streamline reporting for some workflows.

    The idea is currently in the Gaining Support stage, which means it’s open for the community to vote on and comment. These insights help our team gauge interest and guide future development priorities.

    Feel free to keep sharing your thoughts or use cases to add more context.

13. Journal Report - Reversal Filtering and Visibility Enhancements

    I would like to request improvements to the Journal Report to make it more user-friendly for accountants and bookkeepers.
    Currently, reversal journals and their original entries appear together, which makes the report difficult to read and slows down review during month-end and year-end close.
    Please consider adding these enhancements:
    1. Preferred enhancement: Reversal Filters
    Please add filter options to control visibility of reversal-related journals:
    • Show or hide original journals
    • Show or hide reversal journals
    • View only normal (non-reversal) journals
    This would keep the full audit trail intact, but make the report much cleaner and easier to analyze.
    2. If Option 1 cannot be implemented: Add a Journal Source filter
    As an alternative solution, please add a simple Journal Source selector (for example):
    • System
    • Reversal
    This would still allow users to quickly identify and sort reversal journals even if full reversal filtering cannot be added.
    3. Visual indicators for reversals (very important)
    Please highlight reversal journals using red text or a small label.
    This makes reversals instantly visible.
    Our eyes naturally detect color differences faster than reading text, so red text helps users quickly spot reversal entries and understand the audit trail more clearly.
    Why this matters
    These improvements would:
    • Make the Journal Report significantly clearer and easier to use
    • Reduce confusion caused by reversal pairs appearing together
    • Speed up month-end and year-end auditing
    • Improve accuracy when reviewing automated journals

    • Enhance overall usability while keeping the audit trail fully intact
    Thank you for considering these enhancements — they would meaningfully improve the Journal Report for all Xero users.

    I would like to request improvements to the Journal Report to make it more user-friendly for accountants and bookkeepers.
    Currently, reversal journals and their original entries appear together, which makes the report difficult to read and slows down review during month-end and year-end close.
    Please consider adding these enhancements:
    1. Preferred enhancement: Reversal Filters
    Please add filter options to control visibility of reversal-related journals:
    • Show or hide original journals
    • Show or hide reversal journals
    • View only normal (non-reversal) journals
    This would keep the full audit trail intact, but make the report much cleaner and easier to analyze.… more

    •  

    •  

    6 votes

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    2 comments  ·  Reporting  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Wilianti, thanks for taking the time to share this idea. Your notes on reversal filtering and visual indicators help clarify how these enhancements could support your workflow.

    We’ve moved your post into Gaining Support, which opens it up for community votes and comments. It is now up to the community to show their interest, and this gives us a clearer picture of how many users might benefit from changes like these.

    We’ll update this thread when the idea gains traction and is reviewed further by the product team.

14. XPH - Sync Xero Organisation Details with Client record in XPH

    When adding a new client to Practice Manager or HQ and creating a Xero Organisation to link to said client, the basic Organisation details (e.g. ABN, contact details, address details) should automatically pull through to save double entry. This should also work vice versa, when you create the Xero Organisation with all the client's contact details, then create the client in Practice Manager or HQ and link the two, these details should pull through to the corresponding details in PM/HQ

    5 votes

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    1 comment  ·  History & notes  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Jordan, thanks for sharing your idea here. We understand how updating client details in separate systems can add extra admin time.

    A sync between Xero organisation details and Xero Partner Hub records could help keep information consistent and reduce manual update across your practice. We’ve moved this idea to Gaining Support so we can continue monitoring interest and share the feedback with our product teams.

    
    

15. Fixed Assets - Ability to set a default screen

    When we enter into the Fixed Assets screen, the default should be the Registered tab rather than the Draft tab because that is the most commonly used screen.

    3 votes

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Fixed Assets  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your idea, Kirsten. It's good to get this understanding from customers on the different flows they would find most useful. This isn't something we have direct plans of right now, but will start to get a sense of interest in setting a default screen here. I'l be sure to let you know if there is any movement around your idea.

16. GST Reconciliation Report - Save the filed amounts entries

    AU There was a discrepancy between GST ac balance at EOQ on the Balance Sheet & the GST refund for the end of quarter BAS. Using the GST Reconciliation report would be a lot more helpful if the Filed Amounts could actually be saved and continuously show the correct unfiled running balance amount and the section "GST Account Summary " for unfiled GST was actually correct as a cumulative balance. I just did 3.5 years worth of GST Reconciliations and nothing saved so all the running balances are wrong and don't flow correctly from one year to the next - even though I "published" them & hard copy printed each one as I went. The lack of GST reporting for periods where the "activity statement" has already been filed/lodged really should be improved as a priority.

    AU There was a discrepancy between GST ac balance at EOQ on the Balance Sheet & the GST refund for the end of quarter BAS. Using the GST Reconciliation report would be a lot more helpful if the Filed Amounts could actually be saved and continuously show the correct unfiled running balance amount and the section "GST Account Summary " for unfiled GST was actually correct as a cumulative balance. I just did 3.5 years worth of GST Reconciliations and nothing saved so all the running balances are wrong and don't flow correctly from one year to the next -… more

    •  

    •  

    29 votes

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    7 comments  ·  Reporting  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Thank you for your candid feedback and engagement on this idea. The good news is we're actively working on a complete rebuild of this report on our new reporting platform ✨. This project is a top priority and is specifically designed to solve the issues you've raised. The new report will automatically pull in filed return amounts, allow you to drill down into transactions, and always show a correct, cumulative unfiled balance. We're in the development phase, and we’re also actively gathering feedback on the ability to make manual adjustments in the new report, which we know is a critical requirement. We are committed to delivering a report that makes this essential part of your workflow easier and more reliable. We'll be back with another update as we make progress 😊

17. "Last week" common selection date range

    When selecting a date range in reports, please can a "last week" / "this week" common date selection be added?

    •  

    2 votes

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    1 comment  ·  Reporting  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Arthur, is there a particular report you'd find this selection most useful for? It's unlikely we'd add this as a common date range across all reports at once - it'd be good to better understand the reports this would be most helpful for you on. Thanks

18. AU Tax - Pre-filling Children's Private Health Insurance

    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

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    2 comments  ·  Tax filing  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Gaining Support  ·  AdminBen Jackson (Admin, Xero) responded

    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.

19. Reports – Add TIN and Address Columns in Reports for PH (BIR Compliance)

    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 information from contact records, which is time-consuming and prone to errors.

    Suggested Enhancement:

    Add optional columns for:
    * Contact TIN
    * Registered Address

    Make these fields available across relevant reports and exportable formats (Excel/PDF)

    This feature will greatly enhance Xero’s usability for businesses operating in jurisdictions with strict tax reporting requirements like the Philippines.

    Thank you

    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… more

    2 votes

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    1 comment  ·  Tax filing  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

    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

20. Reports - Ability to add other reports to Reconciliation Report Pack

    Reconciliation Reports Pack add below reports:
    1. Activity Statements report
    2. Payroll Employee Summary report

    2 votes

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Reporting  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Sasha, thanks for bringing this idea to the community.

    We can see how being able to add additional reports to the Reconciliation Reports Pack could make it easier to create a more complete reporting pack without needing to generate and combine reports separately.

    I've updated the status of this idea to Gaining Support. If this is something you'd like to see, please continue to vote and share which reports you'd find most valuable to include in the pack.