Include tax dates as reporting date option
When running reports, for the date range within the drop down, have 'last tax year' and 'this tax year' as options. Similar to the this and last financial year.
Makes running reports for dividends, trivial benefits, payroll etc, much faster and better flow of information for accountants and clients.
Should be a simple task for xero and will have a positive impact on all users.
Rebecca Banks
shared this idea
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Justin Kraft
commented
That’s actually a really practical suggestion—adding tax dates as a reporting date option would make financial tracking much more aligned with real-world compliance and filing needs, especially for businesses that don’t strictly follow calendar periods. I’ve seen how frustrating it can be when reports don’t match tax timelines, forcing manual adjustments that waste time and increase the risk of errors. Giving users that flexibility would make the system feel much more complete and user-focused. It kind of reminds me of the DQ Blizzard Menu—having more options to tailor the experience makes it far more useful instead of forcing everyone into the same default setup. Do you think this is something the platform is already considering, or has it been overlooked so far? https://dqblizzardmenu.com/
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Lewis Williams
commented
Wow what a great idea. The best idea.