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Reports & tax: Tax filing

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VAT Reconciliation - Ability to view tracking category

Adding tracking categories to VAT return/reports:

I would like to run a VAT return/report per quarter to be shown by tracking category rather than as a whole. There is not an option on the current VAT report to add the tracking categories, therefore I think this would add benefits to any client that uses tracking categories for departments.

49 votes

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Jordan Cooper shared this idea  ·   ·  Report…  ·  Admin →
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Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded  · 

Thanks so much everyone for the votes, comments, and continued interest in this idea over such a long time. It’s clear this has been on people’s minds for a while, and we really appreciate everyone who has taken the time over the past three years to share context, use cases, and support. 😊

Given the ongoing interest and the value in the discussion so far, we’re moving this into Gaining Support so it can keep building momentum and visibility. Please keep the feedback coming — the more detail we have on customer impact, use cases, and urgency, the easier it is to show why this matters.

Thanks again for sticking with it and helping keep the conversation alive.

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  • Amy Wilson commented  ·   ·  Report

    Would save an unbelievable amount of time and avoid inaccuracies of using Account Transactions if looking at the tracking category split any time other than immediately after the VAT submission!! Can't believe Xero aren't currently planning to add the column, seems so simple, very frustrating...

  • Daniel Brooke commented  ·   ·  Report

    This would be extremely useful and I believe an easy programming update as it is just one column.

  • David Manning commented  ·   ·  Report

    This would be a helpful addition as Jordan has mentioned.

  • Rodney Hamill commented  ·   ·  Report

    It would be helpful to have tracking categories on the vat report as we would like to use them to identify different input vat items for partial vat requirements.

  • Adrian Ball commented  ·   ·  Report

    It would be helpful if the "by tax rate" report could show tracking categories next to invoice references/details. This would help where clients don't always use the correct tax code but use the tracking category to identify properties to which costs relate.

  • Timea Hoskins commented  ·   ·  Report

    As with Jordan, we also have clients who use tracking categories for business divisions - and absolutely the account transactions report only goes so far to identify the appropriate balances per division. The late claims as mentioned are the issue here and so there has to be a lot of manual reports outside of Xero to enable accurate analysis. This would be so easy to add - it is merely a filter not a link of data - each transaction is already lined to any appropriate tracking category.

  • Jordan Cooper commented  ·   ·  Report

    Hi Kelly.

    We have a number of client's that use tracking categories to split different divisions of their business. Currently they are using nominal codes (adding references to the nominal), but this still requires manual intervention which is time consuming.

    The issues with account transactions and filter is that this only picks up the transactions in the VAT period, so late claims are excluded from this report, again requiring manual intervention this way.

    I have spoken with other Xero users and clients, with the majority saying it would be useful for any Xero client that uses different divisions via tracking categories.

    A potential solution to this would be to simply show the tracking categories within the detailed report of the VAT return. The user would be able to export this report to excel and can then apply filters to split the VAT return with ease.

    Let me know your thoughts.