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Reports & tax

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Reports & tax

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  1. You can't create a stand-alone worksheet for depreciable assets then feed the figures to a chosen label. Depreciation has to be created within the label e.g. rental worksheet/D5/D1. For assets created within a rental schedule you can print nice depreciation worksheets. For assets created at other labels, you sometimes can't print a nice worksheet and the information displayed at the label is limited. The assets worksheets attached to a rental property in a Trust return doesn't show the cost or acquisition date of each asset.

    7 votes

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    1 comment  ·  Tax filing  ·  Admin →
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    Thanks for sharing your idea with us, Jennifer!

    We've reviewed your idea, and it's now open for the community to support.

    Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.

  2. 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.

  3. 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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  4. It would help if the expected settlement dates for invoices (and bills) were based on past history rather than due dates

    7 votes

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     ·  1 comment  ·  Reporting  ·  Admin →
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  5. We have 3 Belgian customers who are unable to used Xero as there is no connection with Belgium tax authorities, comparable with the HMRC in the UK for MTD VAT returns. If Xero truly want to be a global accounting solution, with Group structures having multiple geographical entities, they need to provide more global support/interaction to avoid clients moving away to alternative solutions.

    7 votes

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    1 comment  ·  Fixed Assets  ·  Admin →
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    We're grateful for your engagement and letting us know the changes that matter to you.

    Our Community have 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 your idea could improve their experience with Xero.

  6. The new Sales Tax Report does not allow for a semi-annual tax reporting period. The non-profit youth camp I work for pays a small amount each year, and the state has us on a schedule to pay twice a year. That is not an option that can be selected, as the only options are Monthly, Quarterly, and Annually. Please add the option for a semi-annual reporting period.

    7 votes

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    4 comments  ·  Tax filing  ·  Admin →
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    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that'd be most meaningful to you.

    This isn't something we have plans for atm, but we'll keep monitoring and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  7. For the Aged Receivables it would be helpful to know what customers owe us as well as what we owe them. We take deposits for future invoices and they don't show on the Aged REceivable Summary.

    7 votes

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    2 comments  ·  Reporting  ·  Admin →
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  8. Add column/filter to include "Tax Inclusive or Tax Exclusive" invoice setting on Transaction Report.

    7 votes

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    2 comments  ·  Reporting  ·  Admin →
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    Thanks for confirming, Jeremy. It sounds like the Gross and Net columns that can be included in the Account Transactions report would provide what you're after. Let me know if there's something I'm missing.

  9. NZ GST - Why does the Late claims tab now show all adjustments made - even those with no GST on them. I only want to see the ones affecting the GST.

    7 votes

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     ·  1 comment  ·  Tax filing  ·  Admin →
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  10. GST Audit Report Page number selection to also appear at the top of the screen as well as the bottom of the screen. This would be beneficial to the user so they do not have to scroll down to the bottom of the screen to select what page they wish to review/go to. saving time for the end-user.

    7 votes

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     ·  1 comment  ·  Tax filing  ·  Admin →
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  11. We recently converted from Quickbooks Desktop and are trying to reproduce a "Sales by Customer" Report that sorts descending by gross invoice amount but groups the contacts within the contact group together. In Xero, I cannot figure out a way to accomplish this.

    7 votes

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     ·  2 comments  ·  Reporting  ·  Admin →
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  12. Once a report is published, there's no way to edit the name. I like to add a reference in the publish-name of a report so that I can easily find the specific one that I'm looking for in the list of published reports - especially useful when you're publishing multiple bank account reconciliation reports. Sometimes I forget, and the only way to change the name of a published report is to delete the report and re-create it.

    7 votes

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     ·  5 comments  ·  Reporting  ·  Admin →
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  13. Be able to run depreciation as MACRS in Fixed Assets.

    7 votes

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     ·  3 comments  ·  Fixed Assets  ·  Admin →
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  14. Xero should create Fixed Assets as a draft if they are recoded from other accounts at a later date, rather than having to completely remove them and re-enter them as fixed assets.

    7 votes

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     ·  1 comment  ·  Fixed Assets  ·  Admin →
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  15. Hi Team- it would be a great idea to include the budget amount in the Business Snapshot so that we can have a one view on the actual against last year against budget,

    7 votes

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     ·  1 comment  ·  Budgets  ·  Admin →
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  16. eFiling connection for VAT with Dutch government (belastingdienst). Similar to https://central.xero.com/s/article/Set-up-eFiling-for-VAT-in-Xero which is available for South Africa.

    7 votes

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  17. Ability to edit a note that you have entered

    7 votes

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  18. Enable the selection of the averaging method of depreciation (full months and actual days) for Australian edition.

    7 votes

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     ·  0 comments  ·  Fixed Assets  ·  Admin →
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  19. Currently, I can export manual journals from a Xero organization for record saving. However, I cannot use the exported manual journals in Excel format to be imported to another organization directly. Because the exported manual journals show the GST amount in a separate line (GST account). Can you please add a new function to export manual journals for Xero importation? It means I can directly import the exported manual journals from one organization to another without editing.

    7 votes

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  20. Would it be possible to up date the CIS feature to have the reports that are filed through Xero to HMRC be automatically saved into the filed with HMRC section so that you can see the original return that was submitted if you have had to update it. Returns are not saved on HMRC if they are submitted through Xero.

    7 votes

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    2 comments  ·  Reporting  ·  Admin →
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