Reports & tax

553 results found

1. Profit & Loss report | Custom - Ability to format formulas

   When using a custom Profit & Loss report in a set of Financial Statements, you are unable to format formulas to be in bold or underlined. It would be beneficial from a visibility perspective to have these in bold, so they stand out as formulas.

   Can this be updated so to enable formatting at this level.

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2. Incorrect Xero Sales Tax returns in the US when Use Tax applies.

   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

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   submitted  ·  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. Separate the "Completed" and the "Audit Check" button in XPM for the tax returns.

   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 the return back into "draft". So it's a bit of a rigmarole of having to explain the situation to someone with the authority to get them to go in and unlock it, which is usually the boss (or similar). I'd just really appreciate it if I could avoid having to admit to more stupid mistakes than necessary really.

   Could they please be side by side rather than in a drop-down menu?

   Or if they could even be swapped around - so that the checking is the first option rather than the "complete".

   Thanks.

   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… more

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   submitted  ·  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. 🙂

4. Report Column Headings on Multiple Pages

   As I inquired on how to modify a report to allow for printing the column headings on multiple pages, Xero Support told me that I should "export the report and add the headings on page breaks".

   Come on, Xero. That response was like a QuickBooks response! Surely someone at Xero must realize that when a report spans multiple pages, the user frequently may need to refer back to page one to be sure they understand what the numbers they are viewing are related to. Multiple page reports SHOULD have the column headings repeat on every page the report prints on in order to be more user friendly and save the reader's time by avoiding the need to frequently flip back and forth to verify what the columns identify.

   Please update your system to automatically allow for column headings to appear on each page of a multi-page report. Have some consideration for report viewers!

   As I inquired on how to modify a report to allow for printing the column headings on multiple pages, Xero Support told me that I should "export the report and add the headings on page breaks".

   Come on, Xero. That response was like a QuickBooks response! Surely someone at Xero must realize that when a report spans multiple pages, the user frequently may need to refer back to page one to be sure they understand what the numbers they are viewing are related to. Multiple page reports SHOULD have the column headings repeat on every page the report prints on… more

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   submitted  ·  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. 🙂

5. Attach customer to a group{s} within the customer screen

   It would be nice to be able to attach customers to groups within the contact details screen. Due to the way Xero works, every single customer has to be attached to at least two different groups for reporting purposes. I have one group called Customers so that I get every customer an no other entities in reports. The next I have to attach the customer to a state since there is no availability to create reports of sales by state.

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   submitted  ·  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. 🙂

6. filter account transactions by contact

   When filtering Account Transactions report by contact, show only contacts in the report, rather than all contacts.
   Would make conducting a review a lot easier - i.e. if you are reviewing one account in particular.

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   submitted  ·  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. 🙂

7. Improve the uncoded statement lines report

   The uncoded statement lines report is really helpful to send to clients to show what documents we are missing, but seems to lack the functionality of the other reports.

   On high volume clients with multiple bank accounts an un-grouped option would be useful. When client provides receipts in currency paid GBP it is more helpful to have the data sorted by date rather than by bank account.

   It would be good to have the date range shortcuts (eg "this month", "last month", "last quarter") on this report - the uncoded statement lines report only has the calendar date selection option.

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   submitted  ·  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. 🙂

8. Budget Manager - Add Balance Sheet Items to Budget

   Budget Manager - Add Balance Sheet Items to Budget.
   - It makes no sense that one can't budget for balance sheet items.
   - The purchase of assets and repayment of loans, etc., have to be budgeted for and reflected in the budget actual vs budget reports.

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   submitted  ·  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. 🙂

9. Account Transaction Report add Item Code as a Column

   Update the Account Transaction Report to include the Item Code as a column, enabling users to track spending for each untracked inventory item.

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   submitted  ·  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. 🙂

10. Claude Connector improvements - Multi Entity & Transaction level data

    Two significant limitations with the Xero-Claude connector that make it difficult to use in practice:

    Single entity authentication only. Multi-entity businesses need to aggregate data across legal entities, but currently you have to stop the Claude session and reauthenticate for each entity. This rules out any scheduled or automated processes, which largely negates the value of the integration - at that point it's quicker to download a Xero extract or use another tool like XO.

    No transaction-level data. Pulling GL balances is useful, but most reconciliations and business reports require underlying transaction detail. Since Claude can't pull this, you're already logging into Xero to download transaction extracts manually - at which point there's little reason to bring Claude into the process at all. If transaction-level access were available, this integration would become genuinely powerful. Hoping that comes soon.

    Two significant limitations with the Xero-Claude connector that make it difficult to use in practice:

    Single entity authentication only. Multi-entity businesses need to aggregate data across legal entities, but currently you have to stop the Claude session and reauthenticate for each entity. This rules out any scheduled or automated processes, which largely negates the value of the integration - at that point it's quicker to download a Xero extract or use another tool like XO.

    No transaction-level data. Pulling GL balances is useful, but most reconciliations and business reports require underlying transaction detail. Since Claude can't pull this, you're already… more

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    submitted  ·  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. 🙂

11. Cover Letter to be automatically ticked by default when Sending Activity Statements for Signing in Xero Practice Manager

    Have the Cover Letter automatically ticked by default when sending activity statements for signing in Xero Practice Manager, similar to how the Substantiation Declaration, Activity Statement, and Worksheets are currently selected by default. Rather than having to tick the cover letter on the next screen before sending.

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    submitted  ·  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. 🙂

12. Customer activity with filter option

    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.

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    submitted  ·  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. 🙂

13. Remittance advice to include payment date

    Include the payment date on the remittance advice template. I am currently setting up payments to clear at the end of the month and I send a remittance advice when I approve the payment. The supplier has no idea when the money will be received. It should state the payment date. This is standard information for a remittance advice and is surprising that it is not included. Please amend the template to make this information available in the placeholders.

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    submitted  ·  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. File Import for Completed Year End Reports

    Import a completed year end file into Xero. Store in Custom report, can't be amended, as this represents the final published accounts. Would be great to keep a permanent copy here, like all of our previous Published reports, that we can no longer use due to a change in reporting standards (NZ changes to incorporated societies reporting requirements under XRB).

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    submitted  ·  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. default

    Be able to edit the layout for printing Activity Statements for all users and all clients, similar to how you can customise the print settings for Income Tax Returns (ITRs). We'd like to have a cover letter always included and remove the Substantiation documents by default.

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    submitted  ·  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. 🙂

16. calculate vat liability in cash flow manager

    It would be good if Xero could use vat charged on invoices and spent on bills to calculate what the predicted VAT is for that quarter and add it into cash flow manager - rather than this needing to be added manually

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    submitted  ·  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. 🙂

17. Total Rows should always total the lines above it, even if the lines above it are calculatued using a formula

    If I have a report and a column is a formula.

    When I export that report to excel, the column has the underlying formula in each cell.

    The column even has that formula in a cell that is in a total row. This is okay if the formula is a percentage, but never if the formula is an amount.

    A total row with an amount should always be the total of the cells above it. Never any other formula.

    Other column types (such as date), do not suffer this issue, they will correctly insert a formula that sums the cells above it, for a total.

    Please fix the excel export so that it will correctly total the amount cells above it in the total row, even if the column is a formula column.

    If I have a report and a column is a formula.

    When I export that report to excel, the column has the underlying formula in each cell.

    The column even has that formula in a cell that is in a total row. This is okay if the formula is a percentage, but never if the formula is an amount.

    A total row with an amount should always be the total of the cells above it. Never any other formula.

    Other column types (such as date), do not suffer this issue, they will correctly insert a formula that sums the cells… more

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    submitted  ·  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. Add an editable column into the schedules within the Notes to the Reports (Adviser Reports)

    Can you please allow for an editable column to be added into the schedules within the Notes to the Reports in the Adviser Reports? This is really really really useful for including things like the quantity of shares etc held by clients, or the interest rates on their loans/investments etc so we can confirm we have them correct.

    The number of shares is important in order to be able to calculate gain/loss on sale of the shares / financial arrangements etc and thus determine deductibility.

    It's also good for identifying the current year interest rate etc.

    At the moment we are constantly updating the name of the accounts to include these details there as that is the only option for these disclosures. eg. Genesis Energy Limited (532 shares). Updating these is arduous as we need to go into each and every single GL name. Being able to update these details via an editable column in the report itself would save substantial time and thus cost.

    Thanks.

    Can you please allow for an editable column to be added into the schedules within the Notes to the Reports in the Adviser Reports? This is really really really useful for including things like the quantity of shares etc held by clients, or the interest rates on their loans/investments etc so we can confirm we have them correct.

    The number of shares is important in order to be able to calculate gain/loss on sale of the shares / financial arrangements etc and thus determine deductibility.

    It's also good for identifying the current year interest rate etc.

    At the moment we… more

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    submitted  ·  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. 🙂

19. Account Transaction report - Preview attached files without having to drill into transaction

    It would be great if we could add a "files" column to account transactions to view attached files without the need to drill into each separate transaction. This feature is already available in VAT returns.

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    12 votes

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    7 comments  ·  Reporting  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Just to check, would this be from the Account transactions tab of a bank account or from the Account Transactions report?

20. New Fixed Assets - Access for AU organisations that use pooling

    Ability for AU orgs that use pooling in Fixed Assets to access the new Fixed Assets experience and make use of features like being able to attach a file to an asset.

    17 votes

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    submitted  ·  6 comments  ·  Fixed Assets  ·  delete…  ·  Admin →
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