3 results found
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MTD for IT - Tax report available for client as well as Accountant
The new Xero MTD area only shows the Tax report if you are a main agent.
As a supporting agent we are the person responsible for quarterly bookkeeping and MTD returns but can't share that really useful data with the client.
1 voteThanks for sharing this idea. I am happy to say this is already supported for MTD for Income Tax.
When an accountant or bookkeeper connects Xero to HMRC on behalf of a client using their Agent Services Account (ASA), the client can then access their own MTD for Income Tax information in the Xero organisation by completing their own MTD for Income Tax registration using their Government Gateway details and having the required user permissions. For setup guidance, see Set up MTD for Income Tax in Xero. but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Allow the Why entry from reconciliations to be displayed in reports
When I reconcile a transaction in my bank account I can enter a "Why". I.e. Gas for Youth Hostel. So when I have multiple transactions to the same customer, under the same Chart of Account I can differentiate them.
However, this data entry can not be pulled into a report. This is really hampering my ability to differentiate my transactions.
7 votesHi team, returning to the idea here I'd like to clarify how the Description column for the Account Transactions report works as this does differ depending on the Account.
For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
However, for all other accounts, it'll show the contact’s name and the item line description.
So as an example here the tax portion of the Receive or Spend money (using the Create option when reconciling) will only show the Contact name, however the Contact and Description entered in the Why should be shown on the row for the account the transaction was coded to e.g Expenses or Sales.
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UK VAT Return - Separate columns for Invoice number and reference
Could the VAT transactions report in the VAT return include the invoice number as well as or instead of the reference?
This would make the review to see if there are any missing invoice numbers much simpler. Our invoices are created in another software package by a number of people who sometimes include text as well as the invoice number and it makes sorting by numerical order time consuming. Having the invoice number as a field would make it very easy to sort in numerical order and identify missing numbers.
10 votesThis is already possible within Xero. When a Sales Invoice is included in the VAT return, under the Transactions by VAT box the Invoice number will appear under the Reference column. If the transaction is a Receive Money transaction there is no entry under the Reference column. If you need an extra hand you can raise a case with our Xero Support specialists. 😊
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