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1099 results found

  1. Sometimes small buisnees is exactly that - a small business without the need for a robust accounting software, but with the requirement for annual online tax filing ability. Effective 2024 all Canadian corporations, with very few execptions, are required to file their corporate tax online.

    My understanding is Xero offers this option to UK Accountants & Partners only - not to small businesses.

    I suggest this option be made available to the small business that make up most of the country's enterprises. The Canadian government has decreed the online filing method is required from 2024. There are many accounitng programs,…

    1 vote

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    Thank you so much for submitting your idea and highlighting the changes that are important to you! We've reviewed your suggestion, and it's now live for the community to review, vote on, and support. Please share your idea with colleagues who would also benefit from this change so they can cast their vote.

    Other members can now also add comments to provide further detail on how your idea could enhance their experience.

  2. Fixed Assets - Add tax depreciation for UK
    At the moment, only the Australian version of Xero offers a tax depreciation function. We need this feature in the UK version too if Xero Tax is to be considered as a serious Tax software.

    2 votes

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    We appreciate your feedback on how we could help you get more out of using Fixed Assets in the UK version of Xero.

    Though we don't have any immediate plans for this we'll keep watching the support for this grow here, and update of there are any changes planned. Thanks

  3. Team Xero
    currently TB report shows ending balances for current year in db/cr two columns AND in single column Clubbed up remaining balances +/- in when COMPANRED to previous periods.

    I propose/request IT to make TB more classic by

    1. showing ALL remaining balances in two columns DB/CR when comparing previous years
    2. OPENING and CLOSING balances columns to be available (year selected from starting of fiscal year Jan20xx)
    3. TB report to ALLOW us to SELECT RANGE of dates (Range based TB)
    4. MOVEMENT (total Debits Total Credits) for the selected DATE and/OR RANGE should be available. CURRENTLY this is available in GL…
    16 votes

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    0 comments  ·  Reporting  ·  Admin →
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    Hi Yaseen, thank you for this incredibly detailed and well-thought-out suggestion for the Trial Balance report.

    We can see how much manual work you're doing, combining exports from the GL Summary Report, just to create a "classic" comparative Trial Balance for your auditors. That's exactly the kind of difficult workflow we want to help improve.

    Your proposal to enhance the report with separate debit/credit columns for comparatives, clear opening/closing balances, and a movement column for a selected date range is very clear.

    We're grateful for your engagement and for letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how these reporting improvements would help them during audits and financial analysis.

  4. It would be very useful to be able to amend CIS returns on Xero before final submission (as it is possible with VAT returns).

    1 vote

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    0 comments  ·  Tax filing  ·  Admin →
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    Thank you for raising this idea about the ability to amend CIS returns before submitting them. As per HMRC requirements, the CIS deduction is an event that is legally tied to the cash transaction of a payment being made. Because of this, the final return is based on these completed cash transactions, and any changes must be made through HMRC's official amendment process. Therefore, the ability to edit the return before submission is outside of Xero's control as we must adhere to the strict requirements set by HMRC for the CIS scheme. While we understand this isn't the answer you were hoping for, we want to be transparent about why this is not something we can build. We will continue to explore any potential solutions that may align with HMRC's future requirements, but for now, we must follow their strict compliance rules ✨

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

    26 votes

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

  6. Would it be possible to create an annual CIS subcontractor statement, showing the Gross, CIS deductions and net payments for all 12 months in the tax year please?

    31 votes

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    8 comments  ·  Tax filing  ·  Admin →
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    Hi team, we appreciate interest in a specific annual CIS statement. While this isn't in our immediate plans right now you can run the CIS Contractor return for a custom date range.

    If you then select individual subcontractors and download this will be the annual statement.

    We'll continue to track interest from community in the idea here and if there's any news will share for you all.

  7. Small request: Include the cover & contents page by default, please.

    The following is info from a Support webpage... Publish a report from the Drafts tab. In the Accounting menu, select Reports. Select the Drafts tab. Click the menu icon kebab style menu icon to the right of the report you want to publish, then select Publish.

    (Optional) You can apply different publishing style options depending on the type of report:

    [Include a cover and contents page] < Can this be marked to include by default instead of having to check mark them to be included every time that I…

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
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    Thanks again for your idea, John. Appreciate I reviewed this a few months ago, and while we still don't have any plans at this stage it'll be good to get a sense of interest from others here.

    Make sure to share with any colleagues that may also find this helpful, so they can vote too!

  8. Fixed assets - please add a field for location

    3 votes

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    Hi Maresa, when you say you'd like to add Location would this be based on a Tracking category you've set up in the organisation? If so, you could add this when you create the original transaction(bill) the asset is raised from.

  9. Ability to add report styling to the PDF export so you can show logo. Like you can do with other reports.

    6 votes

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    0 comments  ·  Tax filing  ·  Admin →
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    Hi all, we appreciate this feedback raised through a broader idea and would like to better understand the direct interest in this through this idea.

    While not in our roadmap atm, this is something we understand the needs in and will keep you updated if there is news to share, here.

  10. Moving the button to File with IR from the bottom to top of screen, to make it more obvious.

    5 votes

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    Hi everyone, we've created this idea based on feedback received here.

    With careful design and research around the placement of action buttons, there are no planned changes for moving the the 'File with IR' button.

    However, we'd still like to get a sense of the interest from community in this, here.

  11. Ability to choose the layout of the export - landscape or portrait

    7 votes

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    0 comments  ·  Tax filing  ·  Admin →
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    Hi community, this idea has been created from feedback in this initial idea. While we are interested to get a better pulse on the interest in this, we want to front foot that we don't have any plans for this change.

    Switching from landscape to portrait was made based on a lot of feedback and testing, so we'd want to see a fair amount of support through the idea here to consider making another change.

  12. Ability to export the GST return with the layout as customised on the screen. For example if columns have been hidden these are not shown in the exported file.

    5 votes

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    0 comments  ·  Tax filing  ·  Admin →
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    Hi everyone, this idea has been created from feedback on this initial idea. We understand why you'd like your exported return to appear with the same columns hidden and would like to get a better view of the overall community interest in this from the idea here.

    While we don't have immediate plans, we will keep an eye on this here and share if there are any updates.

  13. Shortcuts for Financial Statement Reports

    It would be extremely helpful to have shortcuts to navigate financial statements.
    E.g. 1 would go to the first page of the report, 2 would go to profit and loss, 3 to balance sheet etc. this would assist with quickly switching between different reports in the financial statements.

    4 votes

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    0 comments  ·  Reporting  ·  Admin →
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    Hi Emile, appreciate you sharing this suggestion for specific shortcuts that would improve efficiency when working in reports. This idea is open for fellow community members to support through voting and comments.

    We also have an existing idea for more shortcuts in Xero - we'd encourage you to also add your vote to that broader idea here: Navigation - More keyboard shortcuts in Xero.

    Voting on both helps us in two ways: it shows our Reporting team the specific need you have, and it also contributes to the overall demand for more keyboard efficiency across all of Xero.

    Thanks again for your valuable contribution to the community!

  14. Please can you consider offering a accounts transaction report that allows you to see transaction by unique customer account number - otherwise what is the point of having a unique customer account number?

    5 votes

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  15. I would like to be able to assign the 210 CIS labour account to a service for CIS labour. At the moment, I have a couple of services for CIS labour and some for non CIS labour.
    For the Non CIS labour, I can creat a service called 'labour' and add the account code to it.
    This can't be done with CIS labour at the moment as Xero won't allow it. This means that for each line item of CIS labour in an invoice I have to manually add the 210 CIS account.
    This is unnecessarily timecomsuming and allows for…

    4 votes

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     ·  2 comments  ·  Tax filing  ·  Admin →
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  16. 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.

    6 votes

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    2 comments  ·  Reporting  ·  Admin →
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  17. Trial Balance new report: Be able to run a report by tracking category. At the moment there is only an option to filter but if you have many tracking units you end up running a multiple reports and need to combine them all. Really time consuming.

    My proposal attached - with such report you could do any analysis you want!
    Option to run it by month "compare with" option a dream!

    11 votes

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     ·  1 comment  ·  Reporting  ·  Admin →
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  18. Suggestions to improve the reporting of GST Audit Beta

    1. Allow us to select which Tax Codes to display in report (default All)

    2. Show the tax code in each row rather than as a report subheader. Useful when there are lots of records for some tax codes

    3. I noticed that we can select Reference field for the columns, but not Invoice No. If the entry's Ref field is blank, the report shows the Invoice No. So this is misrepresenting the report, and showing inaccurate results as no one analysing the report would know if they are seeing the Ref no or…

    7 votes

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     ·  2 comments  ·  Tax filing  ·  Admin →
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  19. A GST report that showed the late claims that relate to the prior financial year.

    1 vote

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     ·  0 comments  ·  Tax filing  ·  Admin →
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  20. 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.

    87 votes

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     ·  12 comments  ·  Reporting  ·  Admin →
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