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Reports & tax

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Reports & tax

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667 results found

  1. It is great that you have added a report code column in the COA, however it would be helpful if when we are creating a new or editing a COA code, there is the ability to add the report code at the same time, instead of having to do this in a separate screen.

    16 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. 🙂

  2. Currently, Xero’s report builder does not support conditional logic (e.g. IF, MIN, MAX), which limits the ability to automate common financial calculations such as corporation tax.

    I propose adding support for conditional formulas within reports, enabling users to apply tiered logic based on values such as operating profit.

    Use Case: Corporation Tax Automation (UK)
    Users should be able to define logic such as:

    If operating profit is below £50,000 → apply 19%
    If operating profit is between £50,000 and £250,000 → apply 19% on the first £50,000 and 26.5% on the remainder
    If operating profit exceeds £250,000 → apply a…

    12 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.

    89 votes

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     ·  12 comments  ·  Reporting  ·  Admin →
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  4. On the Aged Receivables and Aged Payables reports can we add a field showing Paid date if the bill has subsequently been paid following the date of the report.

    4 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. 🙂

  5. 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. 🙂

  6. Show Depreciaiton in Cash P&L report;

    A Cash Accounting P&L is NOT a Cash Flow statement. Xero is targeted towards Small Businesses who legitimately use Cash Accounting, but the P&L doesn't include Depreciation, and importing into Xero Tax also excludes it. This is fundamentally wrong.

    Xero cannot do Basic Accounting. I would think you would want to fix this. But no.

    https://productideas.xero.com/forums/967133-reports-tax/suggestions/46171579-fixed-assets-option-to-show-depreciation-expense

    Pretty poor to close this issue to comments because you don't want to do it right now. Couldn't you leave it up to garner more support? It can only be a lack of awareness that more Accountants don't…

    2 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. 🙂

  7. It would be great to have the ability to display the Customer/Supplier ABN on reports with the contact's name.

    3 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. 🙂

  8. Please can advisers have a more in depth way to search for a particular change. The history & notes filters need an "edited date range" and a filter to search in a particular area e.g. "Bank", "Bills" Invoices"

    e.g. for context:
    Scenario:
    Bank was fully reconciled after a conversion to Xero and remained so up to the end of November 2025 with reconciliation report printed. i.e. at the beginning of December 2025 the November 2025 bank reconciliation fully balanced and matched to the bank statement.

    During January 2026, December 2025 processing was being finalised and it was discovered that the…

    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. 🙂

  9. On HMRC ASA there is a list of clients signed up for MTD for IT with references starting 'X*IT'. These references should be available to Xero so it would be good for that reference to show in Xero within the MTD tab

    2 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. 🙂

  10. There are two concerns regarding XERO Blue Report extraction. One is to apply a page break after each ledger when extracting general ledger details while selecting all ledgers. The other is to extract the transaction list by edit period. This will be helpful in identifying differences between the same report taken for two different periods.

    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. 🙂

  11. The Tax summary table in the tax return needs to show the 7th May provisional still owing as seperate to the remainder being due for terminal 7th April. Currently itt is grouped all in terminal meaning it is incorrect as doesnt show clients they need to pay an amount a year earlier

    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. 🙂

  12. Account Transactions report - add functionality to group by MONTH so that there is a visible break between the data / transactions shown between (for example) January 2026 and February 2026 (if the report is run for the period 1 January 2026 to 28 February 2026 in this example).

    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. 🙂

  13. Hi Xero Team,

    I would like to suggest a feature enhancement that would greatly benefit users in the Philippines.

    Currently, when generating reports (such as Transaction Reports, General Ledger, or Contact-based reports), there is no option to display the Tax Identification Number (TIN) and registered address of contacts as columns.

    Including TIN and address fields in report columns would significantly improve efficiency and accuracy in preparing BIR compliance reports such as:

    • SLSP (Summary List of Sales and Purchases)
    • QAP ( Quarterly Alphalist of Payees)
    • SAWT (Summary Alphalist of Withholding Taxes)

    At present, users need to manually extract or cross-reference this…

    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. History on Fixed asset settings (the global settings that control depreciation rules) - If any changes are done to the default effective life or rate setting(applied to new assets) Xero does not log those setting changes in the History and Notes. Add a History tab within Fixed Asset Settings timestamped log of “effective life default changed from 5 years to 7 years”. Also if any changes are done to the default settings an option to bulk change all assets changed to the previous effective rate without manually editing them.

    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. 🙂

  15. It would be nice to be able to select "year to date" when choosing comparison periods of quarters or months on the balance sheet and profit and loss statements. Right now the only way to do so is to manually do the math on how many months back the fiscal year end began, which is especially inconvenient for entities with non-calendar year ends.

    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. To have an MTD for Income Tax widget added to the homepage (like you can for VAT)

    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. 🙂

  17. I am advocating for a graph showing cumulative revenue for each month of the year compared with past years.

    It is actually a simple graph to produce.

    It is quite a useful graph as it provides an early warning of what needs to be done now so that whatever needs to be done can be done within the time frame. An easier way to say this is that it provides early information in order for us to act on time.

    I only advocate that this be done for revenue only and not for anything else as the idea of the…

    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. Dropdown list of Tax Return items.

    Hi Xero Team,

    I’d like to suggest a possible enhancement to the Tax Returns section for easier navigation.

    Would it be possible to add dropdowns (or expandable lists) that show all tax return items within each section, similar to the attached example? This would make it much easier to jump directly to specific items instead of scrolling through the full return.

    For example, having a dropdown list for all income categories, deductions, offsets, and other tax return items would help users quickly locate the exact section they need, especially when reviewing or updating multiple…

    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. 🙂

  19. We have been using the New Financial Accounts FRS102 IA template in Xero Business. Here are our feedback notes. In case anyone else is having the same issues.
    1. We had a resignation of a Company secretary and in the period. It does not show resignation date. Also the formatting of the directors name is interesting to say the least. Not a normal format. Last name first.
    2. When looking at the Xero HQ List of accounts it shows either in progress or Error until actually filed.
    3. You can not lock the accounts depending on Reviewer, or preparer status.…

    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. I run a F&B business. Tracking Food, Beverage and Accommodation GPs has always been a KPI in our industry. Whilst it is possible to bespoke the new P&L report to provide an overall GP of all the above revenue streams combined it would be better if it were possible to report GP for each revenue stream, for instance Food Purchases as a % of Food Sales, or as %GP, beverage sales against beverage purchases etc.

    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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