Reports & tax

468 results found

1. Notes to reports - align text and allow column header to be removed

   When generating financial statement reports, the notes to the statements displays poorly. The figures are not aligned and the column header, being the tax year, is unable to be removed. The year shows above each note number, rather than across a single page. Would it be possible to remove the column header and align the figures to report clearly.

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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. New Manual Journals

   The new manual journals screen doesn't allow enter as a navigation button - would be great to use this considering it's on the number pad of a keyboard and is the fastest to click to the next journal cell.

   Low contrast bright whiteness aside (obviously we all hate this) - there needs to be a way to compact the journal lines somehow as we can only see 24 lines (may vary for others) on a full screen and we need to be able to see the DR/CR balances at the bottom.

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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. Exportable “InvoiceNow Success Report” at Xero Organization & Invoici App Level for IRAS GST Reconciliation

   Exportable “InvoiceNow Success Report” at Xero Organization & Invoici App Level for IRAS GST Reconciliation
   🚨 The Problem:
   Currently, the Invoici app dashboard lacks a reliable way to isolate and extract sales invoices and purchase bills that have been successfully transmitted to IRAS via InvoiceNow.
   • Flawed Filtering: Unchecking "show failed" and "show not submitted" still displays transactions marked as "document validation failed" (typically non-GST bills where "no tax" was intentionally selected).
   • No Export Option: There is no way to export this filtered information from Invoici into Excel.
   • In XERO, insufficient Audit Trail: Currently, successfully transmitted details to IRAS can only be seen under History & Notes in XERO organisation. However, extracting this data is unhelpful because it only captures the date of transmission to IRAS, rather than the actual invoice/bill date needed to align transactions with the correct tax period.
   • The Impact: Businesses cannot cross-verify their transmitted data against Xero’s core financial reports. Recently, IRAS has started flagging businesses because their submitted GST F5 returns do not match the backend InvoiceNow data transmitted to IRAS.
   • 💡 The Solution / Idea:
   • We need a dedicated, exportable "InvoiceNow Success Report" available both within the Invoici App dashboard and directly at the Xero Organization level.
   • This report must:
   • A Filter strictly by ‘successfully transmitted”: At inovici app level - Exclude all unsubmitted, failed, and "document validation failed" (non-GST) transactions and a option to export the list of all those successfully validated and transmitted bills/invoices to IRAS.
   • “InvoiceNow success report in XERO” -showing all those successfully transmitted bills and invoices to IRAS which should include - Invoice/Bill Date, Supplier/Customer Name, Supplier/Customer GST Registration Number, Amount Before GST, GST Amount, Tax Rate, and a Grand Total at the bottom.
   Value:
   At the end of the day, the accountants should be able to verify the values on a company's GST F5 report (taxable purchases, taxable supplies, input tax, and output tax) must perfectly match the data successfully transmitted to IRAS via InvoiceNow. Moving this reporting capability to the Xero organization level allows accounting teams to easily cross-verify their records and prevent compliance penalties from IRAS.

   Exportable “InvoiceNow Success Report” at Xero Organization & Invoici App Level for IRAS GST Reconciliation
   🚨 The Problem:
   Currently, the Invoici app dashboard lacks a reliable way to isolate and extract sales invoices and purchase bills that have been successfully transmitted to IRAS via InvoiceNow.
   • Flawed Filtering: Unchecking "show failed" and "show not submitted" still displays transactions marked as "document validation failed" (typically non-GST bills where "no tax" was intentionally selected).
   • No Export Option: There is no way to export this filtered information from Invoici into Excel.
   • In XERO, insufficient Audit Trail: Currently, successfully transmitted details to… 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. 🙂

4. Profit & Loss report | Custom - Ability to format formulas

   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.

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5. Managed Fund Schedule for Company Tax Returns

   Please add a managed fund schedule to the company tax return workpapers, similar to the schedule available for individual returns. This would provide a structured way to enter managed fund distribution components and automatically populate the relevant sections of the return, reducing manual calculations and improving accuracy.

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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. Main Residence Exemption

   To be able to mark the property CGT as exempt due to Main Residence Expemption.

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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. Sharing CGT Schedules Between tax Returns

   Being able to complete a CGT Schedule and link a percentage to another return similar to the rental schedule making it easier to record property and share sales that are owned 50/50 between husband and wife

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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. Restore the "View Manual Journal" link in new manual journal layout

   The "View Manual Journal" link no longer appears in the new manual journal screen when you post a journal (as per the screenshot attached). This was a very useful feature in the old format which myself and my colleagues have been using on a regular basis, as it makes it really easy to go back and edit a journal you just posted rather than having to look for it.
   It would be great to bring it back in the new version please.

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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. Superannuation Income Stream Error

   When Superannuation Income Stream information is imported from ATO Prefill, the amounts are automatically included in the individual's taxable income calculation. In some cases, this treatment is not correct, however there is currently no option to retain the imported schedule while excluding the income from taxable income calculations.

   Attempting to adjust the schedule can result in validation errors, leaving deletion of the entire schedule as the only practical workaround. This removes useful prefill information and reduces the audit trail within the return.

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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. Aged Receivables/Payables Reports - Show date paid

    Add a column for payment date on aged recievables and payables reports. Would help to see what remains outstanding and what has been paid after the period.

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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. vat and cash dlow manager

    Why cannot Cash Flow manager use the organisations actual VAT quarters rather than assuming that they align with the year end date? There is enough information in Xero based on bills/ invoices raised to HMRC for VAT for the system to work out when the VAT quarter actually ends?
    I cannot find a way of changing the VAT payment dates in cash flow manager.

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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. Ability to run a trial balance in single column format

    Instead of a trial balance in two columns (debits and credits), have a single column trial balance that sums to zero. This is possible in the comparision columns, but for some reason not in the current period.

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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. tax manager

    Could you please update the new "Tax Manager" page so that users can open a tax return by clicking anywhere on the client name or row, rather than having to click the “Open” action button?

    With the new system, you have to trace the entire row from the client name on the far left across to the “Open” button on the far right. This makes it easy to accidentally click the “Open” button for the wrong tax return, particularly when working on a wide screen with many rows.

    The previous system allowed users to click directly on the client name to open the tax return, which was much more intuitive and reduced the risk of opening the wrong return.

    Please consider restoring this functionality in the new Tax Manager page.

    Could you please update the new "Tax Manager" page so that users can open a tax return by clicking anywhere on the client name or row, rather than having to click the “Open” action button?

    With the new system, you have to trace the entire row from the client name on the far left across to the “Open” button on the far right. This makes it easy to accidentally click the “Open” button for the wrong tax return, particularly when working on a wide screen with many rows.

    The previous system allowed users to click directly on the client name… 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. 🙂

14. Quote Reports - Ability to only show contacts who have never accepted a quote / Better filters

    When using the Receivable Invoice Detail/Summary reports (or the common Quote formats), more contact filters would be very helpful. We would like to filter out contacts who have accepted quotes in the past to only show clients who have not accepted quotes. We need that information to track prospective customers who should get follow ups.

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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. Editing trading and professional income on Partnership Tax

    In Partnership Tax we should be allowed to edit the total amounts on trading and professional income so we can include personal professional expenses of partners so these are then added on the partnership tax return.

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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. Company Cessation not handled well...

    Xero Tax cannot manage company cessation accounting - it insists on Companies House dates being the same as the organisation dates, which have been shortened (according to their instructions) to cope with a cessation year - so we cannot prepare accounts unless we go to Companies House and change the ARD!

    There is no requirement to file cessation accounts with Companies House, in fact they will be rejected as with other software they would obviously have the incorrect dates.

    So Xero Tax is imposing an internal block for security purposes during normal filing, that prevents cessation accounts being prepared for the client, even though those accounts are not going to be filed with Companies House.

    Xero Tax needs to know if this is a cessation period and adjust its internal checks accordingly.

    Xero Tax cannot manage company cessation accounting - it insists on Companies House dates being the same as the organisation dates, which have been shortened (according to their instructions) to cope with a cessation year - so we cannot prepare accounts unless we go to Companies House and change the ARD!

    There is no requirement to file cessation accounts with Companies House, in fact they will be rejected as with other software they would obviously have the incorrect dates.

    So Xero Tax is imposing an internal block for security purposes during normal filing, that prevents cessation accounts being prepared 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. 🙂

17. Monthly Turnover Report / Dashboard Graph

    It would be really useful to have a simple report or dashboard graph showing gross turnover/revenue by month, ideally across the current financial year with the option to compare against the previous year.

    At the moment, Xero makes it easy to see profit and loss, income and expenses, but there doesn’t seem to be a quick, clear way to view monthly turnover as a standalone figure or trend.

    Ideally this would show:

    • Turnover/revenue for each month
    • Year-to-date turnover
    • Comparison with the same period last year
    • Optional monthly or annual sales target
    • A simple graph showing the trend over time

    For many businesses, turnover is one of the first figures we want to monitor regularly, so having this available directly from the dashboard or as a dedicated report would be very useful.

    It would be really useful to have a simple report or dashboard graph showing gross turnover/revenue by month, ideally across the current financial year with the option to compare against the previous year.

    At the moment, Xero makes it easy to see profit and loss, income and expenses, but there doesn’t seem to be a quick, clear way to view monthly turnover as a standalone figure or trend.

    Ideally this would show:

    • Turnover/revenue for each month
    • Year-to-date turnover
    • Comparison with the same period last year
    • Optional monthly or annual sales target
    • A simple graph showing the trend over time

    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. being able to add credit limit to income and expense report

    Customer Credit Limit vs Sales Report
    I'd like a report that combines customer credit limits with their sales activity in one place.
    Currently, there is no single report available that provides this information. I run an Aged Receivables Report to include Credit Limits (which only shows customers with active, outstanding balances).
    Run an Income by Customer Report for historical sales data.
    Export both to Excel and manually merge the dataset and add in missed customers.
    For a customer base of approximately 700 customers, this process takes an entire day to complete.
    A report showing Customer Name, Credit Limit, Current Balance, Total Sales (selected period), Average Monthly Sales, and Credit Limit Utilisation % would make credit reviews much more efficient and help identify customers whose limits should be increased or decreased.

    This would save significant time and improve credit risk management.

    Customer Credit Limit vs Sales Report
    I'd like a report that combines customer credit limits with their sales activity in one place.
    Currently, there is no single report available that provides this information. I run an Aged Receivables Report to include Credit Limits (which only shows customers with active, outstanding balances).
    Run an Income by Customer Report for historical sales data.
    Export both to Excel and manually merge the dataset and add in missed customers.
    For a customer base of approximately 700 customers, this process takes an entire day to complete.
    A report showing Customer Name, Credit Limit, Current Balance,… 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. 🙂

19. update addresses

    In Xero Tax Aus, It use to allow when an address was updated in the Client page, any related entities popped up asking if you wished to update the related entity with that information.
    This function appears not to now occur.

    This results in having to re-enter addresses in multiple Client Pages.

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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. show adjusted tax estimate on amendment calculation

    When amending an Australian Tax return, the amendment tax estimate only shows the new calculated tax assessment. This is confusing to clients.

    The amendment Tax Estimate should show the original amount due/refund and the new amount with a clear line showing whether an amount is due or a refund is expected based on the amendment difference in calculation.

    ie
    Original Assessment $17000 due
    Amended Assessment $15000 due
    Result of this amendment $2000 refund

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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. 🙂