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Reports & tax

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933 results found

  1. Since the journal page was updated, it's no longer possible to drag the columns horizontally. This makes it difficult to view all of the information within my tracking categories, as some of the details are no longer visible. Could this functionality be restored, or is there an alternative way to view the full details?

    1 vote

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    0 comments  ·  Manual journals  ·  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. 🙂

  2. For the purposes of calculating UK reverse charge, it would be useful if foreign suppliers could be 'flagged', allowing a report to be run that would show all payments to foreign suppliers within the quarter. Using currency to search for foreign suppliers is not sufficient, as sometimes the payment is via credit card, and sometimes the payment is in sterling (such as to Guernsey).

    1 vote

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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. For clients needing income tax done on a cash basis, the expenses needs to still be on an incurred basis. A Profit & Loss report is need to reflect this situation.

    1 vote

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    0 comments  ·  Reporting  ·  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. 🙂

  4. An option / ability to restore an accidently deleted draft fin stmts, or at the very least a warning pop up box to ask are you sure - as this is permanent.
    or, Could the deleted file go folder like the archived ones, and then be deleted from there?
    Would be very handy especially when have you specialized / customized reports that now need to be redone.

    1 vote

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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. 🙂

  5. Account transaction report - quantities and unit price would be extremely useful

    1 vote

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    0 comments  ·  Reporting  ·  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. 🙂

  6. The Mapping on the MTD report currently maps Bank Interest to other property income. This is incorrect as this is not property income at all. This should eb re-mapped so it either does not feature on the MTD filing or appears for review on the Interest tab

    1 vote

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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. 🙂

  7. Accounts receivable/ payable - please add report that reflects ALL (invoices, payments, journals, credit/debit notes, etc) transactions of a range of accounts (customer/supplier) for a specific period/year.

    1 vote

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    0 comments  ·  Reporting  ·  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. 🙂

  8. At present, fixed asset depreciation in Xero follows standard monthly periods, which can make it difficult to align depreciation expense with businesses that report on a 4-4-5 calendar. Allowing users to override depreciation period dates would improve accuracy, reduce manual journal adjustments, and make the module more practical for retail, hospitality, and other businesses that use non-standard reporting cycles.

    1 vote

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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 🙂

  9. Improvement on the customer invoice activity report to enable you to filter and pick just customers so you can run a report by month and by year detailing how much you have invoiced each customer in a period.
    Currently you have to pick only one contact at a time which doesn't work and not efficient

    2 votes

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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 🙂

  10. Hi Xero,

    Please resolve or better handle the CMN.ATO.AS.EM058 validation error when lodging BAS amendments through Xero Tax.

    We are encountering situations where a BAS amendment is rejected with a PAYG-W related validation error despite:

    -No PAYG-W labels being completed in the BAS
    -No PAYG withholding amounts being reported

    Xero Support has advised that this is caused by an ATO validation check incorrectly triggering for PAYG withholding obligations and that the current workaround is to either:

    • Skip pre-lodgement and lodge directly to the ATO, or
    • Lodge the BAS amendment through the ATO Portal instead of Xero Tax.

    Please fix the…

    19 votes

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    1 comment  ·  Reporting  ·  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 🙂

  11. Summary items tally at the bottom of the report page incorrectly includes the header - meaning the tally is always one to many. For example the Payroll employee summary report, or any report, for 3 staff in total will say 4 items at the bottom. A quirk that means your quick view of a report is always out by one. A quirk that can be removed as the tally is wrong and therefore no value.

    1 vote

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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. On the Manual Journal Entries main screen show a number next to the Draft tab to alert user of how many draft entries there currently are. We see the number of Bills in Draft tab, it should be the same for journal entries on this new view.

    1 vote

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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 🙂

  13. It would be useful to be able to archive individual tracking category options when these are 'spent'. At the moment we have to rename them, as that's the only option available.

    1 vote

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    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 🙂

  14. Hi,

    Most softwares have included on the GST reconciliation report page a toggle button to switch between cash vs accrual reporting on the GST reconciliation report page which makes it a lot easier for accountants to run the reports on either a cash or accruals basis.

    It is very time consuming having to switch it in the financial settings each and everytime and also means that if it does not get switched back to applicable setting if the client lodges a BAS they may inadvertently lodge on the incorrect basis, meaning more time for accounts to identify and correct.

    Thanks

    25 votes

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    1 comment  ·  Reporting  ·  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 🙂

  15. Create a report that includes Sign Status. However, when I try to set it up, the only option available in the dropdown is Client Status.

    I would like Sign Status to be added as a selectable field in the report filters to make the report more useful and easier to manage.

    9 votes

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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 🙂

  16. I would like an advance schedule for medicare levy to check through whether they were full time in the defence force or foreign person etc.

    and a schedule for medicare levy surcharge to input the date periods + to confirm if spouse/dependents had private health insurance

    1 vote

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  17. Could we add a calculator button in the budget manager cell to do a calculation?

    2 votes

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    0 comments  ·  Budgets  ·  Admin →
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  18. Would like to be able to change the Effective life/depreciation rate of a fixed asset in future years without affecting historical figures.

    5 votes

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  19. Reordering lines in manual journals DOES NOT save, and it should be able to! If you click on the drag handle and reorder a few entries, then click save, only to reopen the journal later and find everything is out of order, reviewers will go crazy thinking entries were done in the wrong order when staff did it right... just xero didn't save the order of the lines... and best of all, this was working with the old manual journal interface and only broke with the "new" look and feel.

    2 votes

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  20. It would be extremely helpful if Xero allowed UK Property Income to be entered manually within the MTD ITSA return, rather than requiring transactions to be entered into the ledger or quarterly journals to be posted.

    A common scenario is where a sole trader already uses Xero for their business but also has separate UK property income. Whilst it's possible to separate the figures using tracking categories, this still mixes business and property transactions within the same accounting records.

    Allowing manual entry of the quarterly property income and expenses for MTD ITSA would:

    • Keep business and property records completely separate.
    2 votes

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    0 comments  ·  Tax filing  ·  Admin →
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    Thanks for sharing this idea. We can see how allowing manual entry of UK property income for MTD for Income Tax would be desirable.

    We’ve updated this idea to Gaining Support so we can better understand how many customers this would help and the different scenarios people need it for. If this is important to you, please add your vote and share any additional detail in the comments, especially how you currently manage property income outside Xero and where the current workflow creates extra work.

    We’ll continue to review the feedback and keep this idea updated here as it progresses.

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