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Reports & tax: Manual journals

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Manual Journals - Import as tax inclusive

The template for importing journals is setup tax inclusive, but once imported, Xero defaults to tax exclusive and a journal including tax transactions therefore doesn't balance until you go into the draft journal itself and change back to tax inclusive!

Would be useful to be able to globally set whether imported journals are tax inclusive or exclusive. Presumably in the "Tax Defaults" section of Financial Settings.

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Luke Abbott shared this idea  ·   ·  Report…  ·  Admin →
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  • Sally Hitchcox commented  ·   ·  Report

    This is causing a huge amount of lost time, frustration and productivity. Being able to import journals and choose whether they are inclusive, exclusive or exempt is critical.

  • Hemali Prema commented  ·   ·  Report

    This feature would be useful and save us a lot of time

  • Albert Zito commented  ·   ·  Report

    Often journals are imported from our membership system and will have a $0.01 rounding variance, so they will not post until it is manually adjusted. This causes significant time to be resolved and is very frustrating.

  • Veronica Xie commented  ·   ·  Report

    It's critical for us to upload journal with GST in bold.

  • Maryanne Trainer commented  ·   ·  Report

    i cant believe this issue was commented on by xero in may 2022 its now august 2026 and there have been no comments since then or any changes why do we pay for a service that is meant to help limit wasted time only to have the service itself consume too much time

  • Albert Zito commented  ·   ·  Report

    Why hasn't this been resolved yet? This issue was raised over 4 years ago and appears many people are wasting a lot of time correcting journals that should not require correcting. Can you please fix this. Please note when a sales invoice is imported there is an option to select tax inclusive or exclusive (see file attached).

  • Lisa Mercer commented  ·   ·  Report

    As there is no option to choose 'tax exclusive / tax inclusive' at the import screen or in the 'Tax Defaults', could you add another column/ field onto the manual journal import template, which would force the journal to be GST inclusive / exclusive as needed?

  • Stewart David Amos commented  ·   ·  Report

    Has this been progressed any further? It's very time consuming having to go in to each entry and change to tax inclusive. Thanks

  • Amanda Lewis commented  ·   ·  Report

    I waste so much time doing this - mainly from other supporting systems in hospitality area

  • Glenn Gregory commented  ·   ·  Report

    Agree, this would be a fantastic feature to save a lot of time and further assist us to make Xero our go to for driving efficient and cost-saving processes.

  • Keith Caldwell commented  ·   ·  Report

    Yes, this is an essential piece of functionality. It makes no sense to set up a balanced journal entry in excel (which by definition, has to be tax inclusive) and then unbalance it prior to import

  • Peter Solly commented  ·   ·  Report

    I import a lot of journals and it is a waste of time to open each journal and change the default from tax exclusive to tax inclusive.

    Any news on a fix?

  • Phillip Gordon commented  ·   ·  Report

    I agree - but would add in the 'No Tax' option as well, not just inclusive and exclusive. It could just be another field on the journal import as obviously the 'Tax Defaults' don't seem to do anything at the moment for these imports

  • C. Basira Kroll commented  ·   ·  Report

    Please allow the manual journal entries to come in as tax inclusive, right now every single entry imported has to be changed to be tax inclusive.

  • Ian A Wilson commented  ·   ·  Report

    Yes - before allowing the import of my tax inclusive template data, Xero checks to ensure that the journals it contains are valid. When it is satisfied that they are, it changes them to tax exclusive, rendering them invalid, and proceeds with the import. How does that make any sense? Luke's suggestion above would work, or perhaps a tick box on the import screen allowing you to toggle between tax exclusive/inclusive.

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