MTD for ITSA - Detailed transaction report for each quarterly return category
A report that with one click from the MTD for ITSA section of Xero will show you the transactions that make up a specific quarterly return, broken down into each category of income or expenditure, so this can then be shared with clients who do not use Xero or saved for back up purposes of what was included within a return. Preferably this would be able to be exported to a spreadsheet, as well as a PDF option.
Carly Welsh
shared this idea
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Mahbe Ahmed
commented
👍
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Amy Thrower
commented
Yes, this is needed to provide clients with full details of what makes up their returns
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George Anderson
commented
What a fantastic idea!