Reports & tax

606 results found

1. aged receivables

   Aged receivables detail report - Credit Control - I want to be able to run this report in xero and see at a clear glance in a new column all the credit control notes that my team have recorded against outstanding overdue invoices. Then to download this report to send out to the relevant operations managers rather than having to double handle by adding notes again in excel.
   It is not practical to have to open up each invoice to view notes.

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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. VAT Report/detailed Current Period - available without HMRC connection

   It would be useful to be able to download the current periods VAT report, even when there is no connection to HMRC. This would be useful when the HMRC Gateway is down, or when waiting for an authority code from HMRC. This would allow reviewing the return while the HMRC Gateway is down and being able to carry out the Partial Exemption calculations when needed.

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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. Capital gain from trust distribution is not in the company

   There is caital gain in the trust distributed to the company, but it seems not included in company tax return. The company and trust is connect in XERO, all the income is in but not the capital gain, it is in 'Trust income schedule', but not included in company taxable income.

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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. Allow users to export the data behind the report, not just the report itself.

   If each report had the option to export the transactions used in the report, with the transactions showing all the data that was input, including tracking categories, the limitations of just about every report available would have a workaround.

   As it wouldn't be a report, but a data dump, it wouldn't need any formatting.

   This capability was just about the only thing that redeemed Sage 200 reporting.

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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. SMSF capital works calculation feature

   Add Capital Works Worksheet to SMSF Tax – Deductions

   Problem
   In the SMSF tax return, the Capital Works (Division 43) deduction does not include a worksheet. While users can manually enter a total amount, there is no built‑in worksheet to calculate or track the capital works deduction.
   This creates a gap in functionality, as accountants must maintain a separate external worksheet to calculate capital works depreciation and then manually transfer the result into Xero.
   Why this matters
   Capital works deductions are very common and material for SMSFs that hold property. Without an integrated worksheet:

   Calculations are more time‑consuming
   There is a higher risk of errors or inconsistencies
   Review, audit, and year‑to‑year comparison is harder
   Documentation is kept outside Xero, reducing data integrity and efficiency

   A capital works worksheet is just as important as other depreciation schedules for SMSFs investing in real property.
   Suggested improvement
   Please add a Capital Works (Division 43) depreciation worksheet within the Deductions section of the SMSF tax return, similar to other tax calculation worksheets.
   Ideally, the worksheet would allow users to:

   Enter construction cost and dates
   Automatically calculate deductible amounts
   Track opening balance, additions, deductions, and closing balance
   Carry forward balances year‑to‑year

   Benefit
   This enhancement would significantly improve accuracy, efficiency, and compliance for SMSF accountants and advisers, especially for funds holding property.

   Add Capital Works Worksheet to SMSF Tax – Deductions

   Problem
   In the SMSF tax return, the Capital Works (Division 43) deduction does not include a worksheet. While users can manually enter a total amount, there is no built‑in worksheet to calculate or track the capital works deduction.
   This creates a gap in functionality, as accountants must maintain a separate external worksheet to calculate capital works depreciation and then manually transfer the result into Xero.
   Why this matters
   Capital works deductions are very common and material for SMSFs that hold property. Without an integrated worksheet:

   Calculations are more time‑consuming
   There is… 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. 🙂

6. Improve data input speed for ALL of Xero, specifically with KEYBOARD input

   Across all of Xero not just in Manual Journals, but suite-wide, can it be known that speed of data input is critical to productivity. Therefore can someone at Xero esculate the design choices to improve the speed of input of repetative tasks.

   Navigation loops for inputing draft bills, ie loop back to the draft bills screen to enter another one by default, OR a setting in the user profile...

   Manual journals for example, can we have it programmed so that I don't need to click the mouse to select the blank tax field, instead can I just TAB KEY over the existing selection??

   Can you set templates for invoices and bills that are generated from an item code????

   Myob does this ..... should I mention what your competitor does better here???

   Across all of Xero not just in Manual Journals, but suite-wide, can it be known that speed of data input is critical to productivity. Therefore can someone at Xero esculate the design choices to improve the speed of input of repetative tasks.

   Navigation loops for inputing draft bills, ie loop back to the draft bills screen to enter another one by default, OR a setting in the user profile...

   Manual journals for example, can we have it programmed so that I don't need to click the mouse to select the blank tax field, instead can I just TAB KEY over… 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. 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. 🙂

8. 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. 🙂

9. 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. 🙂

10. 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. 🙂

11. 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. 🙂

12. 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. 🙂

13. 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. 🙂

14. 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. 🙂

15. 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. 🙂

16. 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. 🙂

17. 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. 🙂

18. 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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    3 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. 🙂

19. 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. 🙂

20. 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. 🙂