Reports & tax

99 results found

1. Incorrect Xero Sales Tax returns in the US when Use Tax applies.

   U.S. State Returns - USE TAX PROCESSING NOTES
   6/10/26
   Note: the following notes are based on treatment of Use Tax in California and South Dakota. I believe that the procedures listed would apply to most states that impose a Use Tax.
   What is Use Tax?
   Use Tax is the term used to describe the “Sales Tax Equivalent” that applies when an organization purchases a taxable item/items from a vendor and the invoice for the purchase does not contain a charge for the appropriate sales tax. The amount of the Use Tax is typically the same amount as the Sales Tax that would have applied on the purchase if the vendor had included such tax on the invoice and is nearly always based on the total tax that would apply at the delivery point of the product. This total tax may be comprised of the following components of tax, depending on the state tax laws at the point of purchase.
   • State sales tax.
   • County sales tax.
   • Municipal tax.
   • District tax.
   • Other applicable taxes imposed by state tax law.
   Contact should be made to the appropriate state revenue or tax agency responsible for sales tax law to determine the appropriate taxes to be applied.
   Why is sales tax not charged on some purchase invoices?
   There are a variety of reasons that sales tax may not be charged on purchase invoices.
   • The most common is that the vendor from whom the purchase is made is in a different state than the purchaser and the vendor does not charge the purchasing state sales tax for some reason. This is quite common with internet purchases, as current law excludes such sales when the annual sales volume is under a specific amount. The most common amount is $100,000 annually, but this should be verified with the state agency in the state where the purchaser is located.
   • Another reason is that when the vendor purchases both taxable and non-taxable items from the vendor and has provided the vendor with a “resale” certificate. Unless the purchaser specifically tells the vendor that the purchase IS taxable, it is most likely that the sales tax will not be charged because of the tax-exempt coding in the vendor’s software system.
   • Sometimes in-state vendors assume that non-profit organizations are “tax exempt” from sales tax when that is not the case. In fact, many such software documentations, including QuickBooks (Online and Desktop) and Xero and others incorrectly make a blank statement that non-profits are exempt from sales tax, which is NOT correct. While 501(c)(3) and (c)(6) organizations are exempt from income tax, they are most generally NOT exempt from sales tax. When this happens, it is necessary to accrue Use Tax on the invoiced amount, AND the in-state vendor should be contacted and advised to charge tax on future invoices.
   • Some small local vendors may erroneously believe they are exempt from charging sales tax, or they simply refuse to do so. While you must accrue and pay Use Tax on such purchases, you may want to consider using alternate vendors in the future unless the vendor is the only source of the items purchased. Frequently, these small vendors are the same ones that assume non-profits are exempt from all tax, not just income tax.
    
   Process for accruing and payment of Use Tax:
   The following steps are needed to accrue and pay Use Tax.
   1. Use Tax is typically paid at the same time and in the same form as the state sales tax return. The information typically required on the return is as follows:
   a. The total amount of invoice purchase for taxable items delivered to the purchase location, and
   b. The total amount of sales tax that should have applied for the taxable purchase.
   2. This would require a General Ledger liability account in the Chart of Accounts. This would typically be in the same numerical sequence and located in the same section as the Sales Tax Liability.
   3. Use Tax would be composed of the same sales tax components as the Sales Tax that would apply in the location of the purchaser. This may include the state sales tax, a county tax if applicable, a municipal tax if applicable, and all district taxes if applicable.
   a. Ideally the software system should allow for the purchase total and the applicable sales tax component amounts for each of the components. These components may all post to the Sales Tax Liability GL account even though they are first listed under a Use Tax total in the first portion of the Sales Tax return.
   b. If the software does not allow for the component portions of the tax, it would be calculated as the return is prepared.
   4. If the software system used by the company does not allow for the component portions to be identified separately and does not provide for a way to capture Use Tax purchases, it will require manual effort to capture the appropriate purchase and component value totals.
   Note: This should be a consideration when reviewing software systems for use in the organization. Many software systems state that they manage Sales Tax Reporting but do not include any software to address Use Tax Purchases. If their software systems also claim to “automatically” file the organization sales tax returns, this would result in incorrect sales tax filings. Organizations using such systems should NOT allow automatic filing of sales tax returns but instead realize that they must manually complete such returns to appropriately include Use Tax purchase data.
   5. When making a payment of sales and use tax for the sales tax return, you will need to …
   a. If you created and posted to a Use Tax Liability account to track Use Tax totals separately, you will need to do one of the following when paying the sales tax return:
   i. When making the payment, you will need to post the appropriate amounts to both the Sales Tax Liability and the Use Tax Liability accounts, OR
   ii. You will need to make a transfer of the Use Tax Liability portion of the payment from the Use Tax Liability into the Sales Tax Liability and then record the entire payment as offset to the Sales Tax Liability account.
   iii. Either is correct, the choice would be what level of tracking your organization wishes to do for Use Tax.
   6. Use Tax is normally not a frequent or large dollar item but is required to be reported on by states that impose a Sales Tax, so it is something that needs to be addressed. During sales tax audits, they will always search for invoices that do not contain sales tax and dig deeper into finding out whether Use Tax was accrued and paid. Penalties and Interest will apply if Use Tax is ignored.
    
   Process to enter the invoice to capture Use Tax Payable:
   When an invoice is received for a taxable purchase (typically an expense or fixed asset item(s)) but does not include a charge for the sales tax on the purchase, use the following workaround. This assumes that you have created a liability account for Use Tax Payable.
   For the example presented, assume that the item purchased is $100, and the aggregate sales tax is 7%. Further assume that the taxable invoiced amount for the period is $5000.
   1. Enter the invoice as follows:
   a. The credit to Accounts Payable is $100.00, the amount of the invoice.
   b. The debit to the expense or fixed asset account is $107.00
   c. An credit of $7 is made to the Use Tax Payable GL account.
   d. Credits = $100 + $7=$107.00 Debits = $107.00
   2. When the sales tax return is due to be filed & paid to the state, we would include $100 as the “Purchases subject to Use Tax”, which is normally then added to the total taxable invoice amount. Example: $5000 + 100 = $5100.
   3. Tax would calculate at $5100 x .07 = $357.00
   4. Thus, the $7 accrued for Use Tax is included in the total owed to the state.
   5. In this example, a manual journal entry would be made to transfer the $7 from the Use Tax Payable account into the Sales Tax Payable account to allow the full liability to the state to be paid from the Sales Tax Payable account.

   U.S. State Returns - USE TAX PROCESSING NOTES
   6/10/26
   Note: the following notes are based on treatment of Use Tax in California and South Dakota. I believe that the procedures listed would apply to most states that impose a Use Tax.
   What is Use Tax?
   Use Tax is the term used to describe the “Sales Tax Equivalent” that applies when an organization purchases a taxable item/items from a vendor and the invoice for the purchase does not contain a charge for the appropriate sales tax. The amount of the Use Tax is typically the same amount as the Sales Tax… more

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

2. Separate the "Completed" and the "Audit Check" button in XPM for the tax returns.

   It would be really great to separate out the "Completed" and the "Audit Check" button in XPM for the tax returns and have them side-by-side rather than having the "Audit Check" hiding inside a drop-down menu behind "Completed".

   These have two vastly different outcomes - the "audit check" is great for checking things are completed correctly (especially great for learning staff), but this is only accessible by clicking on the little arrow beside the "complete" button. If the "complete" button is accidently hit... it's stupendously annoying.

   Many people don't have the authority to reverse clicking on "complete" i.e. to unlock the return back into "draft". So it's a bit of a rigmarole of having to explain the situation to someone with the authority to get them to go in and unlock it, which is usually the boss (or similar). I'd just really appreciate it if I could avoid having to admit to more stupid mistakes than necessary really.

   Could they please be side by side rather than in a drop-down menu?

   Or if they could even be swapped around - so that the checking is the first option rather than the "complete".

   Thanks.

   It would be really great to separate out the "Completed" and the "Audit Check" button in XPM for the tax returns and have them side-by-side rather than having the "Audit Check" hiding inside a drop-down menu behind "Completed".

   These have two vastly different outcomes - the "audit check" is great for checking things are completed correctly (especially great for learning staff), but this is only accessible by clicking on the little arrow beside the "complete" button. If the "complete" button is accidently hit... it's stupendously annoying.

   Many people don't have the authority to reverse clicking on "complete" i.e. to unlock… more

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

3. Cover Letter to be automatically ticked by default when Sending Activity Statements for Signing in Xero Practice Manager

   Have the Cover Letter automatically ticked by default when sending activity statements for signing in Xero Practice Manager, similar to how the Substantiation Declaration, Activity Statement, and Worksheets are currently selected by default. Rather than having to tick the cover letter on the next screen before sending.

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

4. CIS Monthly Return - To include material only bills

   Material only bills to be included on the CIS monthly return report to make it easier to reconcile the CIS materials nominal code to the report, confirming that all invoices have been included in the report.

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   submitted  ·  7 comments  ·  Tax filing  ·  delete…  ·  Admin →
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5. VAT - Support TOMS (tour operators marginal scheme)

   TOMS- tour operators marginal scheme
   it would be great that Xero support this VAT scheme.

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6. GST Audit (Singapore) - Show the tax code in each row

   Suggestions to improve the reporting of GST Audit Beta

   1. Allow us to select which Tax Codes to display in report (default All)

   2. Show the tax code in each row rather than as a report subheader. Useful when there are lots of records for some tax codes

   3. I noticed that we can select Reference field for the columns, but not Invoice No. If the entry's Ref field is blank, the report shows the Invoice No. So this is misrepresenting the report, and showing inaccurate results as no one analysing the report would know if they are seeing the Ref no or the Inv no. Also in case of multiple invoices per project, we would end us seeing Ref no (showing same project no) but not the individual Inv no.

   Suggestions to improve the reporting of GST Audit Beta

   1. Allow us to select which Tax Codes to display in report (default All)

   2. Show the tax code in each row rather than as a report subheader. Useful when there are lots of records for some tax codes

   3. I noticed that we can select Reference field for the columns, but not Invoice No. If the entry's Ref field is blank, the report shows the Invoice No. So this is misrepresenting the report, and showing inaccurate results as no one analysing the report would know if they are seeing the Ref no or… more

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7. Semi-Annual Sales Tax Report

   The new Sales Tax Report does not allow for a semi-annual tax reporting period. The non-profit youth camp I work for pays a small amount each year, and the state has us on a schedule to pay twice a year. That is not an option that can be selected, as the only options are Monthly, Quarterly, and Annually. Please add the option for a semi-annual reporting period.

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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that'd be most meaningful to you.

   This isn't something we have plans for atm, but we'll keep monitoring and track support your idea receives from the community.

   You can find out and stay updated with Xero releases on Xero Central.

8. NZ GST - Mark GST Return as filed

   Please can there be an option to mark a GST Return as FILED in Xero , where it has been filed by another method.

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   submitted  ·  8 comments  ·  Tax filing  ·  delete…  ·  Admin →
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9. NZ GST - Compact export (landscape v portrait)

   Ability to choose the layout of the export - landscape or portrait

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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, this idea has been created from feedback in this initial idea. While we are interested to get a better pulse on the interest in this, we want to front foot that we don't have any plans for this change.

   Switching from landscape to portrait was made based on a lot of feedback and testing, so we'd want to see a fair amount of support through the idea here to consider making another change.

10. CIS - Allow 210 CIS Labour invoice to be added to a service

    I would like to be able to assign the 210 CIS labour account to a service for CIS labour. At the moment, I have a couple of services for CIS labour and some for non CIS labour.
    For the Non CIS labour, I can creat a service called 'labour' and add the account code to it.
    This can't be done with CIS labour at the moment as Xero won't allow it. This means that for each line item of CIS labour in an invoice I have to manually add the 210 CIS account.
    This is unnecessarily timecomsuming and allows for typos and accidentally allocation to incorrect accounts.

    I would like to be able to assign the 210 CIS labour account to a service for CIS labour. At the moment, I have a couple of services for CIS labour and some for non CIS labour.
    For the Non CIS labour, I can creat a service called 'labour' and add the account code to it.
    This can't be done with CIS labour at the moment as Xero won't allow it. This means that for each line item of CIS labour in an invoice I have to manually add the 210 CIS account.
    This is unnecessarily timecomsuming and allows for… more

    5 votes

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11. NZ GST - Styling PDF export

    Ability to add report styling to the PDF export so you can show logo. Like you can do with other reports.

    6 votes

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, we appreciate this feedback raised through a broader idea and would like to better understand the direct interest in this through this idea.

    While not in our roadmap atm, this is something we understand the needs in and will keep you updated if there is news to share, here.

12. NZ GST - Move 'File with IR' button to top of page

    Moving the button to File with IR from the bottom to top of screen, to make it more obvious.

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we've created this idea based on feedback received here.

    With careful design and research around the placement of action buttons, there are no planned changes for moving the the 'File with IR' button.

    However, we'd still like to get a sense of the interest from community in this, here.

13. NZ GST - Export customised return

    Ability to export the GST return with the layout as customised on the screen. For example if columns have been hidden these are not shown in the exported file.

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, this idea has been created from feedback on this initial idea. We understand why you'd like your exported return to appear with the same columns hidden and would like to get a better view of the overall community interest in this from the idea here.

    While we don't have immediate plans, we will keep an eye on this here and share if there are any updates.

14. CIS: Mark CIS returns as filed when submitted outside of Xero

    It is not possible for CIS returns to be marked as filed when submitted outside of Xero, resulting in historic returns showing as overdue.
    It would be helpful to mark CIS returns as filed when submitted outside of Xero, as is currently possible with VAT returns.

    12 votes

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    submitted  ·  3 comments  ·  Tax filing  ·  delete…  ·  Admin →
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15. NZ GST return - Late claims, Publish & incognito mode

    Not a new product idea by any means, just a request to put the GST return back the way it was before the update. So far with the new update, we can no longer see the late claims on a separate tab, we cannot publish the final return in Xero and now we can not be in two different entities at once even if we are incognito mode or in a different web browser.
    When querying Xero about this problem, it was suggested that I post it as a product idea, because they are all known issues but can't do anything about it unless I request it here.

    Not a new product idea by any means, just a request to put the GST return back the way it was before the update. So far with the new update, we can no longer see the late claims on a separate tab, we cannot publish the final return in Xero and now we can not be in two different entities at once even if we are incognito mode or in a different web browser.
    When querying Xero about this problem, it was suggested that I post it as a product idea, because they are all known issues but can't do… more

    17 votes

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    submitted  ·  6 comments  ·  Tax filing  ·  delete…  ·  Admin →
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16. NZ GST - Zero rated GST for asset accounts

    At the moment Zero Rated GST can only be applied to Revenue items on the Chart of Accounts. When we deal with a property sale between GST registsred parties, the sale is also zero rated for GST purposes. We need the option to apply the 0% GST rate to asset codes as well as revenue codes. At the moment, we have to do a manual workaround.

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    submitted  ·  3 comments  ·  Tax filing  ·  delete…  ·  Admin →
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17. AU BAS - Consolidated Lodgment for grouped entities

    Where you have multiple legal entities that are able to lodge a consolidated BAS/GST return for the Group, having an ability to lodge the one return from Xero, without having to manually consolidate the various legal entities data outside of Xero via excel or some other means.

    6 votes

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate some customers are working with multiple Xero organisations, Stephen. This isn't something we have plans to support right now, we have another idea around consolidated reporting that you may also like to join here. We'll start to track interest in consolidated BAS directly, here.

18. NZ GST - Export file to include "GST Return" in naming convention

    The new modernised GST returns in Xero no longer export the report name in the exported file name. The document only has the client name and date, not the report type anymore. Should say "XXXX Ltd 30 11 2024 GST Return", whereas it currently only says XXXX Ltd 30 11 2024". Inefficient to have to manually add the words "GST Return" for each report produced in Blue Xero when sending multiple documents to clients. Is there a way to get it back? Within the document itself it says the report type, but would be preferred to be included in the file name too, when exporting a lot of documents

    The new modernised GST returns in Xero no longer export the report name in the exported file name. The document only has the client name and date, not the report type anymore. Should say "XXXX Ltd 30 11 2024 GST Return", whereas it currently only says XXXX Ltd 30 11 2024". Inefficient to have to manually add the words "GST Return" for each report produced in Blue Xero when sending multiple documents to clients. Is there a way to get it back? Within the document itself it says the report type, but would be preferred to be included in the… more

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    submitted  ·  2 comments  ·  Tax filing  ·  delete…  ·  Admin →
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19. VAT - Support multiple VAT accounts for control and suspense

    Can the VAT account be split into two, a method that Sage utilises?

    A vat control account and a VAT suspense account.

    The VAT suspense account will show the balance of the Dr or Cr of vat payable or owing from transactions included in the VAT return, this is where the Vat payments to/from HMRC are posted.

    The VAT control account shows the balance of transactions where input/output VAT has been realised from invoices raised/received, but are not yet included in the VAT return typically because the the company is operating the VAT cash scheme.

    These two accounts could be triggered when the VAT cash scheme is selected in the financial settings, and remain the same as it is now with the one VAT account when the accrual scheme is selected.

    Can the VAT account be split into two, a method that Sage utilises?

    A vat control account and a VAT suspense account.

    The VAT suspense account will show the balance of the Dr or Cr of vat payable or owing from transactions included in the VAT return, this is where the Vat payments to/from HMRC are posted.

    The VAT control account shows the balance of transactions where input/output VAT has been realised from invoices raised/received, but are not yet included in the VAT return typically because the the company is operating the VAT cash scheme.

    These two accounts could be… more

    4 votes

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    3 comments  ·  Tax filing  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Robert, being upfront this isn't something we have any intentions of changing in the near term. We will continue to track interest in your idea here for the time being but would be quite a fundamental change to the way tax works in Xero.

20. NZ GST - Allow users to open multiple GST returns in different tabs

    New NZ GST return - brings up the GST return for the wrong entity.
    This is not a new idea, but a critical flaw in the new GST return that needs to be addressed right away. I have gone to support and they confirm that it is a Xero issue. "Currently, the Product Team have confirmed it’s not possible to work on multiple GST returns across multiple browsers using the new GST return." Then they said the best way is to put the idea on this page, so here goes.
    We prepare GST returns for clients that often have one or more related parties. We use Edge browser. The related party current account balances need to be checked that they match before a GST return can be filed. To do this we go into an incognito browser (cntrl, shift, n) and bring up the xero ledger for that related party. I can check the balance, and then go back to my original edge browser, do all sorts of reports and transactions in there with no problems. The moment I go to the GST return it will bring up the GST return for the related party that is or was in the incognito browser - even if I have closed it down, even if they are not GST registered. If you are not aware of this issue the wrong GST return could get filed! This used to work with the old GST report, and I have had no issues with any other report, journal or fixed asset transaction so is a new GST report issue only. Please fix it.

    New NZ GST return - brings up the GST return for the wrong entity.
    This is not a new idea, but a critical flaw in the new GST return that needs to be addressed right away. I have gone to support and they confirm that it is a Xero issue. "Currently, the Product Team have confirmed it’s not possible to work on multiple GST returns across multiple browsers using the new GST return." Then they said the best way is to put the idea on this page, so here goes.
    We prepare GST returns for clients that often have one… more

    14 votes

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    submitted  ·  3 comments  ·  Tax filing  ·  delete…  ·  Admin →
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