926 results found
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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.
2 votesHi Harry, thanks for sharing this idea 😊.
We can see why this would be helpful for customers using MTD for ITSA, especially as reviewing the same year-to-date transactions each quarter could become more time-consuming over the course of the year.
We’re moving your idea to Gaining Support so other customers can vote and add their feedback. This helps our product team better understand the level of interest and the different use cases for this request.
If anyone else would find this useful, please add your vote and share how this change would help your workflow.
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Reports - Show account codes in a different column from Account Name
Need to seperate the Account Code & Account Description/Name into different columns on reports
3 votesHi Ian, thanks for bringing our attention to this. We can see how having account codes displayed in their own column, rather than combined with the account name, could make reporting easier to read and work with.
At the moment, account codes and names are shown together when the option is enabled in reports, and can be split manually after export if needed for further analysis.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular reports or workflows where separate columns would be most useful, we'd love to hear more about them.
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Fixed Asset - The investment boost should be excluded if the purchase date 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.
2 votesThanks for sharing this idea with the community, Nicola.
We understand the request for Xero to prevent the Investment Boost option from being selected for assets purchased before 22 May 2025. Adding a date-based restriction could help reduce the risk of applying the deduction to ineligible assets.
In the meantime, you can review the Investment Boost selection for assets in Accounting > Fixed assets and update any incorrect settings manually.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd use it.
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Reports - Ability to include any reports into the Management Report pack
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,…
5 votesHi Pieter, thanks for starting the conversation around this. Being able to include additional reports, such as the Payroll Employee Summary, in Management report packs could make it easier to create complete management and client reporting packs without needing to combine documents manually.
I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If there are other reports you'd like to include in the report packs, let us know which ones would be most valuable for your reporting workflows.
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Reports | Payroll - Monthly breakdown option in reports
It would be great to have the option to present all reports in month-by-month format. It is possible with P&L and cash summary reports using the compare to function, but impossible for payroll reports. Thinking this could be really useful for STP finalisations and payroll reconciliations.
4 votesHi Jess, thanks for highlighting this improvement.
We can see how a monthly breakdown (or comparison) within payroll reports could make it easier to review trends, compare payroll costs across reporting periods, and support management reporting.
I've updated the status of this idea to Gaining Support. If this is a feature you'd like to see, please keep voting and share how a monthly breakdown would support your reporting workflow.
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AU Tax - Integrate live ATO client account balances to generate a consolidated 'Total ATO 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…
1 voteHi Richard, thanks for sharing this idea. We understand how having a report that shows a client's total ATO debt in one place could make it easier for practices to monitor outstanding tax obligations and prepare for client conversations.
We'll keep on monitoring the interest on this idea. If this is something you'd like to see, please keep voting and let us know what information you'd like to be included in this report.
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Reports - Add a dedicated QBCC Annual Financial Reporting package for Queensland construction licensees
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…
1 voteHi Skubi, thanks for your feedback on this idea. We understand that having a dedicated QBCC Annual Financial Reporting package could make it easier for Queensland construction businesses to prepare the reports needed to meet their compliance requirements.
I've shifted this idea to Gaining Support so we can continue tracking interest. If this is something you'd like to see, please keep voting and share how a dedicated QBCC reporting package would support your reporting workflow.
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AU Tax - Separate the permission to 'Pre-Lodge' tax returns
Please segment out the user permission for the ability to pre-lodge in tax returns to a separate, granular security option, so that we can nominate specifically by user who is able to pre-lodge to the ATO, given this transmits data to the ATO (and we would like to restrict this so it is completed only by certain users and at certain stages of the preparation process rather than 'too early' when the return is still very much subject to review and change).
17 votesHi everyone, thanks for helping us understand your workflow needs.
We can see how having a separate permission for pre-lodgement could help practices manage access more effectively and better align with their internal review and approval processes before information is sent to the ATO.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand how more granular permission settings in Xero Tax could support different practice workflows.
Please keep sharing your votes and examples of how this could work for your team.
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Reports - Ability to add other reports to Reconciliation Report Pack
Reconciliation Reports Pack add below reports:
1. Activity Statements report
2. Payroll Employee Summary report2 votesHi Sasha, thanks for bringing this idea to the community.
We can see how being able to add additional reports to the Reconciliation Reports Pack could make it easier to create a more complete reporting pack without needing to generate and combine reports separately.
I've updated the status of this idea to Gaining Support. If this is something you'd like to see, please continue to vote and share which reports you'd find most valuable to include in the pack.
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US sales tax on purchases
If I record sales tax paid on purchases in the US, Xero reports that as a negative liability on the balance sheet. It should either be reported on the P&L or the line item it applies to should be grossed up on the P&L.
1 voteHi Camille, thanks for sharing this idea and the context behind it.
We can see how having a dedicated way to track US sales tax on purchases could make it easier to manage reporting, reconcile costs, and maintain visibility of tax paid to suppliers.
I've updated the status of this idea to Gaining Support, so if this is something you'd like to see in Xero, please keep on voting and sharing how this would support your workflow.
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Personal Tax (UK) | Repayments to be shown separately
Tax repayments on UK Tax Returns are automatically offset against the January payment on account, even when it's requested to be sent by cheque or bank transfer. There should be the option for this to be shown separately on the calculation as it will confuse clients when they want to know what is due for payment in January.
1 voteHi 👋 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 🙂
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Reports - Report showing a list of suppliers and average supplier payment days
Xero already calculates the average number of days a business takes to pay each supplier (you can see it on individual contact records under "Bills"). But there's no way to pull this into a single report across all suppliers.
This matters because the UK Government's Fair Payment Code (which replaced the Prompt Payment Code in December 2024) requires businesses to provide evidence of their payment performance from their accounting software when applying for an award.
The Code has three tiers: Gold (95% of invoices paid within 30 days), Silver (95% within 60 days, with 95% to small businesses within 30…
11 votesHi Libby, appreciate you bringing this idea forward. We understand the ask for a dedicated Supplier Payment Days report that could be useful for businesses that need to report on payment performance or support Fair Payment Code applications.
The idea is to provide a report that shows how long it takes suppliers to be paid, without needing to export data and perform manual calculations.
We've updated the status of this idea to Gaining Support. If this would be valuable for your reporting needs, please add your vote and share more detail about how you'd use it.
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Personal Tax (UK) | Update help box on shareholding %
UK Self-Assessment Tax Return - reporting dividend information.
On the 2025/26 self-assessment tax return in the section for employment, if the company is a close company further details need to be added such as whether any dividends were paid during the year and the shareholder's % ownership in the company.
I note that the help box relating to percentage shareholding of close company refers to "if no dividends were received, enter 0". This doesn't reflect what this section refers to i.e., percentage shareholding. So the help box needs updating.
1 voteHi Simon 😊 Thanks so much for taking the time to share this and for explaining the issue so clearly. We can see why this is confusing — the help text on the percentage shareholding field refers to dividends, when that field is actually asking for shareholding information.
We appreciate clear guidance is especially important in this area, so we’re moving this idea to Gaining Support so we can keep tracking interest and feedback while this is reviewed further. Thanks again for raising it and helping us improve the experience.
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Claude - ability to connect Claude to multiple organisations
The functionality of the Claude connector is poor, can this be improved to access multiple Xero businesses and permit data requests at a more granular level?
16 votesHi everyone, thanks for sharing this idea and adding your feedback.
We understand why being able to connect Claude across multiple Xero organisations could be helpful, particularly for advisors and bookkeepers who work across several clients or entities. The idea is to allow a single Claude connection to access multiple organisations, removing the need to reconnect or switch between organisations when working across different datasets.
We've updated the status of this idea to Gaining Support. If this would be useful for your workflow, please add your vote and share more about how you'd use it.
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AU Tax - Show lodgement error in a banner
Have the full expanded version of lodgment Error Codes shown on a return that does not lodge correctly so we have a quick, accurate understanding of what is needing to be adjusted.
2 votesHi Ali, thanks for putting this forward. We understand the ask to surface ATO error messages more prominently in the return screen, so users can quickly see what needs attention without needing to navigate through logs or other areas of Tax.
For now, ATO lodgement error messages can be viewed in the History section of the tax returns, with option to expand the error message for more details. These areas provide the full error details, although we appreciate this may involve additional navigation depending on your workflow.
To be upfront, we don't have any short term plans to change how this is currently displaying in Xero Tax. However, if this would improve your process, please add your vote and share any specific examples of how you’d expect this to work in your day-to-day filing so we can continue to gauge interest.
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Reports - Ability to select multiple accounts when running the uncoded statement line report
Uncoded transaction report only allows you to pick all accounts or a single account in the filters.
I have a client who has 10 accounts but only half of them are current and non personal accounts. I either have to run the report 5 times or have the report being 13 pages long.
It would be good if we could select multiple accounts in the filters.
2 votesHi Victoria, thanks for sharing this idea. We understand that having the ability to select multiple bank accounts when running the Uncoded Statement Lines report could be useful for reviewing specific accounts without including all results.
The idea is to add a multi-select account filter for the Uncoded Statement Lines report, allowing users to choose specific accounts and create more focused reports for review.
We encourage the community to vote on this idea if you’d find this reporting improvement useful.
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Profit & Loss - Show net profit before and after tax
Profit & Loss reporting MUST include before and after tax totals. The before tax number would also exclude non-deductible expenses such as Tax, IRD penalties, non-Deductible Entertainment. I use a custom section called Tax and Non-Deductilbe Expenses to calculate the after tax total.
This is incredibly important because clients look at the Profit number and think they a doing better than they actually are, especially if the tax expense number has not been generated which 99% of the time they look at this report. Having the space for Tax Expense to appear will make them aware of the need to…2 votesHi Dave, thanks for bringing this idea to the community. We understand why having net profit after tax displayed directly within Profit and Loss reports could be useful for preparing financial summaries or reviewing overall business performance.
The idea is to add a dedicated net profit after tax calculation line within the Profit and Loss report, allowing users to see the final after-tax position without needing to make manual adjustments or calculations.
We encourage the community to vote on this idea if you’d find this reporting improvement useful.
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Custom Reports - Allow richer layouts and formula outputs
Custom Reports Formatting & Formulas
1 - more options like spacers (not just page breaks), lines, section dividers
2 - text box more flexible = between lines, not just at the beggining and end of the whole reports
3 - allow formulas to display text results (if statements), not just numbers3 votesHi everyone, thanks for sharing your feedback here. We understand why having more flexibility in custom report layouts and formulas could help create more tailored reporting outputs.
The idea is to provide additional formatting options and expanded formula capabilities, allowing users to build reports that better align with their reporting needs.
We’ll continue tracking engagement and feedback from the community here.
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Fixed asset - Ability to input Effective Life in Months
I would like to suggest changing Effective Life (Yrs) from Year to Month.
From our side, we have several assets with a useful life results in an uneven number when expressed in years—for example, 16 months (i.e., 1.33 years).Entering useful life in months would be more practical and would help avoid rounding issues when calculating depreciation.
4 votesHi Van, thanks for submitting this idea. We understand why having the option to enter an asset’s effective life in months could be helpful, especially for assets with shorter or more specific depreciation periods.
The idea is to allow users to set asset effective life using months instead of converting them into years or decimal values, making fixed asset setup more straightforward and reducing manual calculations.
We encourage the community to vote on this idea if you'll find it useful.
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MTD for IT - Allow more than 10 tracking options for Landlords
Currently for businesses there is a restriction to report 10 categories for landlords. I have landlords with more than 10 properties and who want to report by property but the MTD submission won't allow more than 10.
Please can this be increased for landlords with a large property portfolio4 votes🌟 Thanks so much for sharing your idea with us, and for taking the time to explain how increasing the number of tracking options for MTD for Income Tax could make managing larger property portfolios easier in Xero.
We’ve reviewed your idea and moved it to Gaining Support so other community members can vote and comment on how this could improve their experience too. This helps our product team get a better understanding of the interest in this feature, the different customer scenarios it would support, and the impact it could have for those managing property income through MTD for IT.
If you know others this could help, feel free to share the idea with them so they can add their support as well.
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