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Reports & tax

Customer ideas for reporting, analytics, fixed assets and tax

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Reports & tax

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19 results found

  1. It's great that, as a Xero Partner, we can add multiple taxpayers to the same Xero licence for Making Tax Digital for Income Tax. This is particularly beneficial for situations such as husband and wife property owners who each hold a 50% share of a property.

    However, not all clients choose to have their accountant manage their MTD submissions. For those who prefer to handle their own compliance, it can be frustrating that a second taxpayer cannot currently be added directly by the client within Xero.

    Allowing clients to add and manage additional taxpayers themselves would be a valuable enhancement.…

    4 votes

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    0 comments  ·  Tax filing  ·  Admin →
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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

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  2. Please create a customer list report with options to list the fields in the contact details. The export sucks because one cannot filter it or choose the fields to export.

    2 votes

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    2 comments  ·  Reporting  ·  Admin →
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    Hi Suzette, are there any specific contact details that you would be looking to get in a report? If you can share a little more on your use case this will help when sharing back with our product teams. Thanks!

  3. Currently when you go to Journals, there are 25 journals showing. I have to constantly change this to 50 or 100 to view journals.
    Can this default be changed to say 100?

    2 votes

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  4. Please launch Xero in Sweden. I use Xero for a large UK company and find it far better than the Swedish accounting systems I use for several Swedish companies. The difference in usability, reporting and integrations is huge.

    I know many Swedish businesses and accountants that would switch if Xero properly supported Sweden, including Swedish VAT, the BAS chart of accounts, bank feeds and local reporting requirements.

    There is no need to localise the interface into Swedish. English is widely used in Swedish business, and many people actually prefer English for software.

    1 vote

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    1 comment  ·  Admin →
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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  5. The suggestion is to remove merged cells from the Activity Statement Excel export.

    Currently, the Activity Statement export contains merged cells in the headings, which makes the spreadsheet more difficult to manipulate, analyse and work with in Excel. Users need to manually unmerge and reformat the cells before they can easily use the exported data.

    2 votes

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    0 comments  ·  Tax filing  ·  Admin →
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  6. Ability to group custom reports, i.e. to save reports to custom groups (like in QuickBooks).

    1 vote

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  7. When running the account transactions for a nominal ledger, have a quick filter option for 'Account types' as shown in the Chart of Accounts (Revenue, Fixed Assets, Direct Costs etc.)

    When running the nominal reports for P&L codes I have to manually select/ deselect codes.

    1 vote

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  8. A dedicated OST to PST converter is useful when the original Outlook profile is unavailable or the OST file is orphaned. MailsDaddy OST to PST Converter allows users to scan and preview OST mailbox data before converting it to PST format. It can transfer emails, attachments, contacts, calendars, tasks, and other mailbox items while maintaining the folder hierarchy. The tool also supports inaccessible and orphaned OST files, making it suitable for different conversion scenarios. With its straightforward interface and selective conversion options, MailsDaddy provides a convenient solution for users who need to access or preserve Outlook OST data in PST…

    1 vote

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  9. please add "Contact Cash Activity" / "spent Money and receive Money transactions" to "Supplier Bill Activity". i want to have everything in one place. it is extremely time consuming and tedious to keep switching between reports.

    1 vote

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  10. Please support submission of microentity accounts for CIC

    1 vote

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  11. Can we run Payment Summary Details report monthly. Currently available annually

    1 vote

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  12. Is it possible to add "Today" as an option for reports.

    Particularly for Superannuation and Payroll reports?

    1 vote

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  13. When capital gains are reported via managed funds worksheets, why can these totals not be automatically tallied up in the capital gains tax schedule?

    1 vote

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  14. It would be a time saver if I could use the resend signature request reminders in bulk from the Xero Tax [To Sign] tab rather than having to go through each client's overview window individually.

    1 vote

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  15. Allow the Import from Tax function to be mapped at the master level to a Master Chart of Accounts, this would enable account mappings to be consistent and eliminate additional entry and review time in the first year, with only new accounts being addressed.

    1 vote

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  16. When selecting a date range in reports, please can a "last week" / "this week" common date selection be added?

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
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    Hi Arthur, is there a particular report you'd find this selection most useful for? It's unlikely we'd add this as a common date range across all reports at once - it'd be good to better understand the reports this would be most helpful for you on. Thanks

  17. Your Tax Notice support documents need to include information about updating the Changed Tab and updating the tax notices you wish to ignore as the client is not required to pay prov tax - the reason for this: the missed tax payments report that is run after the tax payment due date will not make sense and the data will be incorrect if these steps are not explained to users.

    1 vote

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  18. The Account Transactions report, following a programming change in June 2026, now provides incorrect totals where there is a mix of revenue (credit) and expense (debit) values. In effect the credit values - which are shown without brackets - are treated as debit values in the overall report totals n.b. credits for expense accounts, shown with brackets, are dealt with correctly within the report totals. Having raised this with support, I've been told that this is a 'feature' of the report and to use/develop a different report (GL Details report) instead. Be wary using any report totals!

    1 vote

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  19. Currently the HMRC Agents Services Account is entered for the whole practice including all offices.
    Many practices have separate offices with separate HMRC ASA.
    Xero requires one ASA for the whole practice which is a nightmare for submitting MTD4IT Returns as the access has to be updated depending on which office is filing!

    1 vote

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