Reports & tax

915 results found

1. Allow users to switch decimals on or off across reports and financial statements

   It would be extremely helpful to have a simple toggle option that allows users to switch decimals on or off across reports and financial statements. In many cases, especially when presenting accounts to clients, whole numbers are clearer and more professional, while in other situations the decimal precision is still important.

   Having a global or report-level toggle would:
   - Improve readability of financial reports
   - Save time adjusting formatting each page manually
   - Provide more flexibility depending on the audience (internal vs client-facing)

   Thank you for considering this enhancement. I believe it would make a meaningful difference for users preparing and presenting financial information regularly.

   It would be extremely helpful to have a simple toggle option that allows users to switch decimals on or off across reports and financial statements. In many cases, especially when presenting accounts to clients, whole numbers are clearer and more professional, while in other situations the decimal precision is still important.

   Having a global or report-level toggle would:
   - Improve readability of financial reports
   - Save time adjusting formatting each page manually
   - Provide more flexibility depending on the audience (internal vs client-facing)

   Thank you for considering this enhancement. I believe it would make a meaningful difference for users preparing… 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. 🙂

2. 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. 🙂

3. 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. 🙂

4. Customer List

   Please create a customer list report with options to list the fields in the contact details. The export sucks because one cannot filter it or choose the fields to export.

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

   Hi Suzette, are there any specific contact details that you would be looking to get in a report? If you can share a little more on your use case this will help when sharing back with our product teams. Thanks!

5. 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. 🙂

6. 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. 🙂

7. 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. 🙂

8. 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. 🙂

9. 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. 🙂

10. 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. 🙂

11. 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. 🙂

12. 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. 🙂

13. MTD for ITSA quarterly Report adjustment

    Currently the MTD reports display the transactions year to date (which is actually what's being filed) but as the year progresses, the volume of transactions will grow and the same transactions will be reviewed repeatedly. It would be better if the MTD quarterly reports show the transactions of that quarter plus any new or adjusted transactions from previous quarters. This could be done by tagging each transaction with either submitted/not submitted on a previous return.

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    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 🙂

14. Seperating Account Code & Account Description into different columns on reports

    Need to seperate the Account Code & Account Description/Name into different columns on reports

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    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 🙂

15. The investment boost should not be included if the purchase date of the asset is before 22 May 2025

    The investment boost should not be included if the purchase date of the asset is before 22 May 2025. I have tested this and if you choose the option for investment boost, Xero still applies investment boost to the asset despite the purchase date of the asset being before the entitlement date. This seems a lot easier to fix than a lot of improvements made to Xero.

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    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 🙂

16. Winter Fuel Payments

    It would be good to have a message pop up on the tax return if the winter fuel payment is not entered for income over £35,000. This now has to be entered on the 2025/2026 return.

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    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 🙂

17. Flexibility to select what reports are included in a report pack, e.g., Payroll Employee summary

    Flexibility to select what reports are included in a report pack, e.g., Payroll Employee summary

    Hi Team.
    I’m struggling to understand why Xero hasn’t resolved this issue. What technical limitation prevents certain reports from being included in a custom report pack, especially when other reports in the same reporting window are available for selection? The process doesn’t seem particularly complex, so it’s unclear why this remains a problem.

    Since the reports are generated individually and not merged, it should be possible to allow users to include whichever reports they need in a custom report pack.

    Given the substantial subscription cost, this limitation feels like poor customer service. Many users have requested this feature, so it’s disappointing that these concerns haven’t been addressed.

    Flexibility to select what reports are included in a report pack, e.g., Payroll Employee summary

    Hi Team.
    I’m struggling to understand why Xero hasn’t resolved this issue. What technical limitation prevents certain reports from being included in a custom report pack, especially when other reports in the same reporting window are available for selection? The process doesn’t seem particularly complex, so it’s unclear why this remains a problem.

    Since the reports are generated individually and not merged, it should be possible to allow users to include whichever reports they need in a custom report pack.

    Given the substantial subscription cost,… more

    3 votes

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    0 comments  ·  Reporting  ·  delete…  ·  Admin →
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    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 🙂

18. ATO "Total" Debt Report

    The ATO are pushing hard to collect debt, and as Accountants we want to keep a finger on the pulse of amounts owing to the ATO for our clients.

    At this point in time, i am not aware of a report we can generate through the ATO portal which tells us ALL the debt which is owed by our clients, across all their accounts, Tax, GST, Super etc.

    Yes there is an integrated debt report we can run, but it only shows the ICA debt. By accident if someone has an ICA debt and a tax debt both will appear on the report. But if they only have a tax debt, there is no way to see it short of logging into every client manually and looking.

    My suggestion is, we have a report in Xero which extracts all the balances of clients ATO accounts.

    This will be a great help to us, for helping clients be aware of and manage their ATO payments.

    The ATO will also love it because in some way we are also helping them too, by keeping our clients on track with their payments.

    The ATO are pushing hard to collect debt, and as Accountants we want to keep a finger on the pulse of amounts owing to the ATO for our clients.

    At this point in time, i am not aware of a report we can generate through the ATO portal which tells us ALL the debt which is owed by our clients, across all their accounts, Tax, GST, Super etc.

    Yes there is an integrated debt report we can run, but it only shows the ICA debt. By accident if someone has an ICA debt and a tax debt both will appear… more

    1 vote

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    0 comments  ·  Reporting  ·  delete…  ·  Admin →
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    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 🙂

19. Add depreciaiton to Cash P&L reports per Australian Accounting and Tax requirements

    Getting pretty sick of this requirement simply being fobbed of as "Not currently on our radar".
    Perhaps explain to us why you don't think it is important, or why you cannot fix it.

    At the very least, you should leave the idea open for comment so that actual Accountants can keep telling you this is a very basic and fundamental thing for small businesses.

    1 vote

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    0 comments  ·  Depreciation  ·  delete…  ·  Admin →
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    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 🙂

20. Annual compliance and reporting to QBCC for construction businesses.

    A specific App or button for trades and construction businesses to use to produce the reports needed by the QBCC annually to be compliant and maintain their trade licenses. Annual compliance and reporting to QBCC for construction businesses is a complex procedure, but I am sure everything they ask us to produce is available in Xero. If Xero could create an easy method to provide this information at the click of a button, it would save a lot of time and money at the accountant's office. When you are not a numbers person but a tradie, the compulsory annual reporting to the QBCC can cost you your license if done incorrectly. Look here for what we are required to report: https://www.qbcc.qld.gov.au/running-your-business/financial-requirements/financial-reporting-obligations-contractor-licensees-1

    A specific App or button for trades and construction businesses to use to produce the reports needed by the QBCC annually to be compliant and maintain their trade licenses. Annual compliance and reporting to QBCC for construction businesses is a complex procedure, but I am sure everything they ask us to produce is available in Xero. If Xero could create an easy method to provide this information at the click of a button, it would save a lot of time and money at the accountant's office. When you are not a numbers person but a tradie, the compulsory annual reporting… more

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    0 comments  ·  Reporting  ·  delete…  ·  Admin →
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    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 🙂