Reports & tax

992 results found

1. Managed fund distribution worksheet -

   Have a next button on each managed fund schedule so you can go from one to another rather than having to go back out to managed funds and select the next fund to review.

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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. 🙂

2. forecast uk personal tax

   Xero Tax UK Forecast Personal Tax for Current/Future years not yet due to be filed. This will enable us to calculate tax payable by clients and to plan strategies to minimise amounts payable.

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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. Stop shifting dates for reports with custom periods

   PLEASE DO NOT CLOSE THIS ONE JUST BECAUSE YOU MISUNDERSTAND
   Reports with custom periods currently have their dates 'shifted' every month or quarter (yes, they do, no matter what 'Xero support' say - unless that has been fixed, of course). This shouldn't happen, as they do not use relative dates (they should be fixed, at least by default). This is either a bug or bad design.

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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. Stop closing ideas and comments before the poster gets a chance to respond

   I submitted at least two ideas (or rather reported bugs or bad design), but 'Xero support' did not understand them / misunderstood, and just closed both before I got a chance to respond. Could 'support' please 1) read comments properly and 2) at least give people a chance to respond? Thank you!

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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. customise summarise Payroll Employee Report

   The Payroll Employee Summary report can't be sorted by Employee Group. At the moment each week, I have to export this report and manually adjust it in Excel. This is very time-wasting.

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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. share capital gains tax schedule to spouse

   AU TAX - Share Capital Gains Tax Schedule in Income Tax Return to another Income Tax Return (i.e. where 2 or more taxpayers own the asset).

   This reduces doubling up on data entry and reduces errors when comparing the CGT Schedule in multiple taxpayers Income Tax Returns. Other software's such as MYOB AO and Handi Tax have the ability to share CGT Schedules with other taxpayers in the Individual Income Tax Return.

   Also share the Low Value Pool Asset Schedule to another Income Tax Return when it relates to a Rental Property Schedule. Again, reducing the need for double entry into multiple tax returns.

   Xero already shares Rental Property Schedules between taxpayers; we want the same for Capital Gains Tax Schedules and the Low Value Pool Schedules.

   AU TAX - Share Capital Gains Tax Schedule in Income Tax Return to another Income Tax Return (i.e. where 2 or more taxpayers own the asset).

   This reduces doubling up on data entry and reduces errors when comparing the CGT Schedule in multiple taxpayers Income Tax Returns. Other software's such as MYOB AO and Handi Tax have the ability to share CGT Schedules with other taxpayers in the Individual Income Tax Return.

   Also share the Low Value Pool Asset Schedule to another Income Tax Return when it relates to a Rental Property Schedule. Again, reducing the need for double entry… 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. 🙂

7. Native "Profit and Loss Detail" Report

   Direct Profit and Loss Detail Report with Tax Columns (Match QuickBooks Functionality)

   1. The Feature We Need

   We need a dedicated Profit and Loss Detail report. This should be a single report that shows every transaction, grouped by account, including the Tax Rate and Tax Amount for every line. It should look and work exactly like the "Detail" report in QuickBooks Online.

   1. Why the current "Account Transactions" report is NOT helpful Xero often tells users to use the Account Transactions report as a workaround, but this is not a proper solution for these reasons:

   Too much "Cleaning" required: The Account Transactions report shows everything. To make it look like a P&L, the user has to manually filter, add columns, and group accounts every single time. It is a waste of time.

   Poor Layout: It is a flat list. It doesn't give you the clean "Income vs. Expense" layout that a P&L provides.

   Missing Context: You cannot see the "Net Profit" or "Operating Profit" while looking at transaction details in that report.

   Too Many Clicks: It forces the user to do the work that the software should do automatically.

   Key Requirements:

   Transaction Breakdown: Instead of just seeing "Travel: $1,000," the report should list every individual receipt and bill that makes up that $1,000.

   Tax Columns: Every transaction line must show the Tax Rate (e.g., GST 15%) and the Tax Amount clearly.

   Single View: This must be one continuous report, exactly like the "Profit and Loss Detail" found in QuickBooks Online.

   1. The Benefit of the "QuickBooks Style" Report One-Screen Audit: You can see your Sales and your Expenses in one long list. You can quickly scan down the "Tax Rate" column. If you see "No GST" where there should be "15% GST," you find the mistake in 1 second.

   Zero Setup: You shouldn't have to "build" a report to see your data. It should be one click: P&L -> View Detail.

   Accuracy: It is the only way to be 100% sure that every single transaction in the P&L has the correct tax code applied before you file your tax return.

   Stop asking users to use 'Account Transactions' to audit their books. We need a native P&L Detail Report that shows the Tax Rate/Amount for every transaction in a P&L format. This is a basic feature in QuickBooks that saves hours of manual auditing. Xero should provide this to make tax reconciliation faster and more accurate."

   Direct Profit and Loss Detail Report with Tax Columns (Match QuickBooks Functionality)

   1. The Feature We Need

   We need a dedicated Profit and Loss Detail report. This should be a single report that shows every transaction, grouped by account, including the Tax Rate and Tax Amount for every line. It should look and work exactly like the "Detail" report in QuickBooks Online.

   1. Why the current "Account Transactions" report is NOT helpful Xero often tells users to use the Account Transactions report as a workaround, but this is not a proper solution for these reasons:

   Too much "Cleaning" required: The Account Transactions… 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. 🙂

8. Link Notes Back to Statements

   Can you please add a link the note that takes us back to the statement it relates to? i.e. when we click on the note number in the statement, it takes us to the note. Can we get the reverse done too? Then we can more easily check that the note reconciles with the statement figure.

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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. Add Tax bills automatically to dashboard on fiiling

   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??

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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. 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.

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    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.

11. How can we produce a report showing all of our clients that have made a personal super contributions (label D12 in their tax returns) in the

    How can we produce a report showing all of our clients that have made a personal super contributions (label D12 in their tax returns) in the 2025 year so far for all lodged returns?

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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. US Tax: don't show tax rate for non-taxable items

    US Tax: don't show tax rate for non-taxable items

    Why is Sales Tax showing as a % for Shipping when shipping is set as not taxable?

    I see there's a pop-up that says it's at 0% tax, but it's very confusing to the customer, showing a tax rate, and have explain that in fact Shipping Is not taxed

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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. "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?

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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. profit and loss

    Would it be possible to have the current P&L have the option to be formatted better? As I need to separate P&L for different accounts that have been created on the COA (tracking is not an option).

    When I make a blank report, I want to merge and follow the same format as the standard P&L, when I make a custom one, it looks terrible lots of additional lines and the headlines are to the right while the sub headlines are to the left. When I want to add a formula, I cant fully separate this and causes confusion for placement.

    Otherwise as per another suggestion - hide certain accounts etc.

    Would it be possible to have the current P&L have the option to be formatted better? As I need to separate P&L for different accounts that have been created on the COA (tracking is not an option).

    When I make a blank report, I want to merge and follow the same format as the standard P&L, when I make a custom one, it looks terrible lots of additional lines and the headlines are to the right while the sub headlines are to the left. When I want to add a formula, I cant fully separate this and causes confusion for… 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. 🙂

15. Investment Boost Report for new IR10 Requirements.

    It would be great if there could be an investment boost report that could be printed out to help isolate what assets have had this boost applied so the new IR10 requirement can be easily reported on. Or even if that column could be added to the existing Fixed Asset report to add in.

    IR10 requirement - Businesses must now record the total value of assets they have claimed Investment Boost for in Box 60 ‘Total value of Investment Boost asset(s) being claimed’.

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    2 comments  ·  Depreciation  ·  delete…  ·  Admin →
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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. FA Disposal - Stuck at "Show Summary"

    Disposals - Stuck at "Show Summary" - When disposing of an asset and you have not rolled back depreciation to the prior-financial year , only the prior-month; it would be helpful to the user if (1) an "error" message prompting the user to roll-back depreciation back to the prior financial year in order to proceed (2) the user would receive the error message at the time of pressing the "Show Summary" button . At the moment, if the depreciation was not rolled back far enough, the "show Summary" button remains on the screen with no prompt / no message as to why it will not proceed. This leaves the user dumbfounded as to what needs to be done to fix this and proceed with the disposal.

    Disposals - Stuck at "Show Summary" - When disposing of an asset and you have not rolled back depreciation to the prior-financial year , only the prior-month; it would be helpful to the user if (1) an "error" message prompting the user to roll-back depreciation back to the prior financial year in order to proceed (2) the user would receive the error message at the time of pressing the "Show Summary" button . At the moment, if the depreciation was not rolled back far enough, the "show Summary" button remains on the screen with no prompt / no message as… 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. 🙂

17. Account transactions report - Add a Reconciled column

    When running the account transactions report, it would be nice to add a "reconciled" column when looking at bank accounts. This would make it much easier to identify which transaction is a duplicate or an error that has not already been matched. I know I could run the "Bank reconciliation" to view the unreconciled transactions, but with a client with high volume with integrations creating multiple invoices that are outstanding for a later deposit, this can be messy to review, and I would prefer just seeing everything in the account transaction report.

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

    Thanks for your feedback here, Amanda. Being open this isn't something we have plans for at present but will begin to track interest from your idea.

    Good to hear you're aware of the current option available. If there are any plans around expanding the Account Transactions report to surface this information we'll be sure to let you know here.

18. Tab toggle and Review Comments

    Add tab toggling over 2 windows so that one can make back-end amendments and go straight back to reviewing an accounting report.

    To supplement month-end/year-end review and sign offs, add a feature for Review Comments and Tracking.

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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. Xero Analytics - Cash flow forecasting bulk updates

    More flexibility for cash flow forecasting - manual upload to edit upcoming items rather than one by one

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

    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.

20. I would like to see report codes made available to non-partner users

    Iou'd like to see report codes made available to non-partner users.

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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. 🙂