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Reports & tax

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Reports & tax

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606 results found

  1. When running reports, for the date range within the drop down, have 'last tax year' and 'this tax year' as options. Similar to the this and last financial year.

    Makes running reports for dividends, trivial benefits, payroll etc, much faster and better flow of information for accountants and clients.

    Should be a simple task for xero and will have a positive impact on all users.

    20 votes

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    2 comments  ·  Reporting  ·  Admin →
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     ·  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. 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’.

    19 votes

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     ·  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. 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.

    91 votes

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     ·  12 comments  ·  Reporting  ·  Admin →
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  4. I have a US corporation in Xero which primarily does business in Canada and collects/remits Canadian sales tax. The rules for a US company are not robust enough to account for Canadian sales tax.
    It's common for expenses in Canada to have some combination of taxable/nontaxable amounts. In a Canadian corporation I can manually adjust the tax amount to easily manage these situations, but I can't in a US corporation. Can you add the option to manually adjust tax amounts in US corporations?

    6 votes

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    0 comments  ·  Tax filing  ·  Admin →
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     ·  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. 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?

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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     ·  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. 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

    2 votes

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     ·  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. 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…

    6 votes

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    1 comment  ·  Tax filing  ·  Admin →
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     ·  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. 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…

    1 vote

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    0 comments  ·  Manual journals  ·  Admin →
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     ·  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. 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.

    1 vote

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    0 comments  ·  Tax filing  ·  Admin →
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     ·  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. 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.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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     ·  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. 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!

    1 vote

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    0 comments  ·  Admin →
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     ·  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. 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.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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     ·  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. 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…

    1 vote

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    0 comments  ·  Tax filing  ·  Admin →
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     ·  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. 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…

    1 vote

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     ·  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. 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.

    1 vote

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     ·  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. 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??

    1 vote

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    0 comments  ·  Tax filing  ·  Admin →
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     ·  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. 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…

    1 vote

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     ·  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. 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…

    1 vote

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    0 comments  ·  Fixed Assets  ·  Admin →
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     ·  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. 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.

    1 vote

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     ·  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. Iou'd like to see report codes made available to non-partner users.

    1 vote

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     ·  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. 🙂

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