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Reports & tax

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Reports & tax

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945 results found

  1. We would like the ability to transfer a GST refund to another tax payer. It can be done if we file online at IR and we would like Xero's GST return to file automatically with this feature. We have associated groups and have refunds that we want to offset against another tax payers GST to pay.

    15 votes

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     ·  2 comments  ·  Tax filing  ·  Admin →
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  2. If budgets could be locked once approved and also history of any changes made. This would be very helpful.

    3 votes

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     ·  0 comments  ·  Budgets  ·  Admin →
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  3. Would like to add the feature to change the depreciation rate of an asset (not retrospectively) for the book value. would assist in writing off remaining balance of assets and the like. (Xero AU)

    13 votes

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     ·  1 comment  ·  Fixed Assets  ·  Admin →
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  4. Right now it's not possible to remove the Capital Gain line from the disposal journal when the sales price is more than the original purchase price.

    This means, that if you have a motor vehicle that you sold for higher than it's purchase price, the Fixed Asset register will not let you dispose of this asset without recording a capital gain - even though motor vehicles have no capital gains tax on them.

    This issue needs to be fixed.

    4 votes

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     ·  1 comment  ·  Fixed Assets  ·  Admin →
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  5. Insert blank row in customised financial reports to separate different groups..

    13 votes

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    6 comments  ·  Reporting  ·  Admin →
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  6. The New GST layout needs to keep the "Late Claims" separate on the transaction details report. Lumping them all together with income or expense and then the totals don't tie into the numbers on the face of the GST return is frustrating. I can see you can filter by "late claims" but we don't want to have to export and manipulate the data when sending the documents to clients.

    It doesn't make sense that the detailed transaction report doesn't match the face of the GST return without manipulating

    90 votes

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    27 comments  ·  Tax filing  ·  Admin →
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    Thank you for your feedback on the changes for NZ GST returns here, everyone. Late Claims display in the body of the return, to review them. If you click on this the Transaction tab will open and to toggle Late claims on and off, select the 'More' option.

    Late claims have been separated into their own section in the Transactions tab, and if needed you can also use the Filter to choose to only view Late Claims. We'll soon be updating the export to PDF to allow late claims to be excluded.

    We want to be open that we don't have plans for separating these back into their own tab and will close this idea. We still very much appreciate your feedback and will continue to iterate on this overtime to make filling and filing GST for an organisation simpler and more efficient.

  7. Hi
    I would like to request that we keep the publish button on the new GST layout. The new GST Return layout does not have the Publish to Reports function (this has been removed). The Publish Function is an important function for clients, bookkeepers and auditors to access all relevant publish reports in one place.

    188 votes

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    61 comments  ·  Tax filing  ·  Admin →
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    Hi team, thanks for continuing to share and support in this idea.

    While our team has continued to consider this idea since our last update, being upfront with you all here we want to share that this isn't in our current roadmap and unlikely to be developed in the near term.

    For this reason, we'll move this to Not in pipeline however should anything change this we'll certainly share an update with you all here.

  8. At the moment I cannot email end of year CIS statements through Xero to contractors like I can for monthly CIS statements.

    It would be very helpful to have this facility as I have to download PDF for EACH contractor (which can be very time consuming) and email individually at year end.

    This is a requirement as a CIS main contractor, so should be automated and easier for us to do this. Thanks

    14 votes

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     ·  4 comments  ·  Tax filing  ·  Admin →
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  9. We have to regularly edit invoices from specifics suppliers to correct pennies in the VAT boxes to ensure these match. Using up valuable and unnecessary time.

    We use another software with another company that gets this spot on every time, but considering we pay for Xero we felt it would be helpful to get the VAT extraction down to 100% accuracy.

    6 votes

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     ·  0 comments  ·  Tax filing  ·  Admin →
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  10. Hi

    I would like a feature in the short term cash flow where when a repeated manual entry transaction is made that you can edit only one instance like a repeated meeting in outlook.
    An example is that i have made a regular Money In transaction yet i cannot remove a single instance when the actual invoice is created and i am overstating incoming revenue.
    Thanks

    5 votes

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     ·  1 comment  ·  Reporting  ·  Admin →
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  11. All Actions relating to attached files should be recorded in History and notes, eg Attachment added from Files:Inbox, Attachment Downloaded, Attachment Deleted, Attachment returned to Files:Inbox

    22 votes

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  12. A report for strictly manual journals that would show ID, Narration, accts, etc, or the ability to filter manual journals in the current journal report.

    6 votes

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    1 comment  ·  Reporting  ·  Admin →
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  13. Create an out of scope vat code as strictly speaking this is not actually any of the other codes that already exist despite being advised to use them.

    11 votes

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     ·  4 comments  ·  Tax filing  ·  Admin →
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  14. At the moment Zero Rated GST can only be applied to Revenue items on the Chart of Accounts. When we deal with a property sale between GST registsred parties, the sale is also zero rated for GST purposes. We need the option to apply the 0% GST rate to asset codes as well as revenue codes. At the moment, we have to do a manual workaround.

    47 votes

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     ·  3 comments  ·  Tax filing  ·  Admin →
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  15. Once an activity statement (BAS or IAS) has been lodged via Xero, when we generate the activity statement and export to PDF or Excel can it include the lodgement confirmation details, including date and time lodged, person/user that lodged, any lodgement confirmation numbers etc.
    This information is shown in Xero, but not on the report when exported.

    4 votes

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     ·  0 comments  ·  Tax filing  ·  Admin →
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  16. As a workaround for an issue caused by the obsolete Xero payroll service, Xero support suggested that I use the "edit layout" feature to group 2 accounts in the report. However, Trial Balance does not have an "edit layout" button, so I am stuck displaying 2 accounts that have canceling balances. One of the accounts is the system Accounts Payable account so I am not able to resolve the issue "correctly" with a manual journal entry. Editing the report layout is my only option.

    17 votes

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     ·  4 comments  ·  Reporting  ·  Admin →
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  17. Ability to include serial number and warranty on Fixed Asset reports

    9 votes

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     ·  2 comments  ·  Fixed Assets  ·  Admin →
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  18. On the P & L reports, there quite often extra lines at the bottom which aren't required this yr, but may be next year. which we don't need ie: Net loss/ profit before beneficiary dist , nor do we need before tax etc as a loss, just need the bottom line ( net Profit /Loss). Companies also have the same issue. Is there a way to "hide" these lines? if not , can we add this as a suggestion please. Don't want to delete, just hide or disable as necessary

    6 votes

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     ·  1 comment  ·  Reporting  ·  Admin →
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  19. Activity Statement report - currently the activity statements need to be finalised in order and if not then the unfiled amounts option is turned off for good, with no way to change this. The current workaround is to delete all previous statements and then finalise them in order. This means we lose history, and particularly when the client is managing the BAS returns, we need that history to stay. Also there is no way to tell how far back into history the error is occuring. We need a manual override where we can switch on the unfiled amounts, so that…

    13 votes

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     ·  1 comment  ·  Tax filing  ·  Admin →
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  20. Fix Business Snapshot so that it can account for the leap year! Currently it includes the 29th February in the March numbers.

    4 votes

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     ·  1 comment  ·  Reporting  ·  Admin →
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