Reports & tax

86 results found

1. US Tax - Allow manual sales tax amount modifications on transactions within US organizations

   I have a US corporation in Xero which primarily does business in Canada and collects/remits Canadian sales tax. The rules for a US company are not robust enough to account for Canadian sales tax.
   It's common for expenses in Canada to have some combination of taxable/nontaxable amounts. In a Canadian corporation I can manually adjust the tax amount to easily manage these situations, but I can't in a US corporation. Can you add the option to manually adjust tax amounts in US corporations?

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   Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

   Hi everyone, thanks for sharing this idea. We understand that for US organisations managing cross-border expenses, tax differences can sometimes make data entry and reconciliation more complex.

   We hear the request for more flexibility to manually adjust sales tax on expenses, especially where foreign tax rules like GST or HST don’t align with default calculations.

   We’ve moved this to Gaining Support so we can track interest and help our product teams review the value of extending manual tax override options to US organisations for cross-border expense scenarios.

2. Tax Manager - Open tax returns by clicking anywhere on the client row

   Could you please update the new "Tax Manager" page so that users can open a tax return by clicking anywhere on the client name or row, rather than having to click the “Open” action button?

   With the new system, you have to trace the entire row from the client name on the far left across to the “Open” button on the far right. This makes it easy to accidentally click the “Open” button for the wrong tax return, particularly when working on a wide screen with many rows.

   The previous system allowed users to click directly on the client name to open the tax return, which was much more intuitive and reduced the risk of opening the wrong return.

   Please consider restoring this functionality in the new Tax Manager page.

   Could you please update the new "Tax Manager" page so that users can open a tax return by clicking anywhere on the client name or row, rather than having to click the “Open” action button?

   With the new system, you have to trace the entire row from the client name on the far left across to the “Open” button on the far right. This makes it easy to accidentally click the “Open” button for the wrong tax return, particularly when working on a wide screen with many rows.

   The previous system allowed users to click directly on the client name… more

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   Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

   Thanks for sharing this feedback. Having the client name act as a direct link to the tax return, or making the entire row clickable, could make Tax Manager easier to navigate.

   We’ve updated the status to Gaining Support so we can continue gathering community feedback. If this could improve your workflow, add your vote and let us know which approach you’d prefer.

3. AU Tax - Show lodgement error in a banner

   Have the full expanded version of lodgment Error Codes shown on a return that does not lodge correctly so we have a quick, accurate understanding of what is needing to be adjusted.

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   Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

   Hi Ali, thanks for putting this forward. We understand the ask to surface ATO error messages more prominently in the return screen, so users can quickly see what needs attention without needing to navigate through logs or other areas of Tax.

   For now, ATO lodgement error messages can be viewed in the History section of the tax returns, with option to expand the error message for more details. These areas provide the full error details, although we appreciate this may involve additional navigation depending on your workflow.

   To be upfront, we don't have any short term plans to change how this is currently displaying in Xero Tax. However, if this would improve your process, please add your vote and share any specific examples of how you’d expect this to work in your day-to-day filing so we can continue to gauge interest.

   
   

4. AU Tax - Ability to customize default address details on tax returns

   I've discovered that in the new Xero when you create a tax return for a new client it defaults to agent address and agent trust account for refunds. Given the new AML laws, we do not want our account as the default. Can we either have the ability to change what addresses and bank accounts are set too by default or have them both changed to client?

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   Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

   Thanks for bringing this to the community. We understand the request for more flexibility over the default address details populated when creating tax returns.

   As there’s already a similar idea covering the default refund bank account, we’ve transferred your vote to that idea so community support is captured in one place.

   We’ve updated this post to Gaining Support so we can continue gathering feedback on the remaining request.

5. Company Accounts - Allow Administrator Access to company accounts and corporation tax filing (not just subscriber)

   Many business owners/directors do not actually do their own accounting, preparation of accounts or corporation tax returns yet they are probably the subscriber to XERO.
   I think the company accountant/bookkeeper should be allowed access to this area as the people that I do accounts and tax returns for would have no idea how to manage this area of Work and yet they’re the subscribers - the only people who have access to it. This is illogical.

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   Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

   Thanks for sharing this idea ⭐

   We understand that limiting Company Accounts and Tax access to the subscriber can make it difficult for other trusted users, such as staff or accountants, to help prepare and manage filings. Allowing the subscriber to grant access to selected users would provide greater flexibility while keeping control with the organisation. It would also be helpful if other users could view, vote on and comment on the idea, so teams can share their feedback and show wider support.

   We'll keep this feedback in mind as we continue improving the experience. We'll start to get a gauge of the support for this from your idea, here.

6. US Sales Tax - Use Tax application and returns

   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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   Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

   Thanks so much for taking the time to share this idea and explain the use case in such detail ✨ We can understand how improved support for use tax application and returns would be beneficial for your business, especially where the accounting treatment needs to reflect the true acquisition cost of purchased items.

   We’re moving this idea forward to help it gain support and to better understand how much interest there is from the wider community. While we can’t guarantee this is something we’re planning to deliver in the near future, hearing from customers like you helps us assess the impact of this need and where it sits alongside other priorities.

   We really appreciate you taking the time to highlight this and add your perspective.

7. BAS - Make draft bill creation optional when lodging BAS

   To have the option to remove the draft bill feature when lodging your BAS through Xero. At the moment, the system automatically creates the draft bill when lodging your BAS and we are manually going back and deleting the draft bills.
   It would be great to have option to disable this feature

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   Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

   Thanks for sharing your feedback on draft bill creation during BAS lodgement. We appreciate you explaining how this impacts your workflow.

   We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

   Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

8. AU Tax - Master Chart of Accounts Mapping for Tax Return Imports

   Allow the Import from Tax function to be mapped at the master level to a Master Chart of Accounts, this would enable account mappings to be consistent and eliminate additional entry and review time in the first year, with only new accounts being addressed.

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   Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

   Thanks for bringing this idea to the community. We understand the request for Import from Xero mappings to be managed centrally through the Master Chart of Accounts rather than configured separately for each client.

   I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your workflow, add your vote and share your use case.

9. Projects - Add Project Field to Find and Recode Tool

   The Find and Recode appears not to include Projects so where one wants to set the Project name in the invoice or bill field based on, say, the Tracking category (This is what we need to do) there is no option other than to go through every invoice and bill and set it manually.

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   Gaining Support  ·  AdminBelinda Welsh (Admin, Xero) responded

   Thank you for sharing your idea and providing details on the desired improvements.

   Your proposal has been reviewed and is now open for community support. To help it progress, we encourage you to circulate this idea among colleagues who stand to benefit, asking them to vote.

   In addition to voting, community members can comment to provide further insight into the value this enhancement would bring to the Xero experience.

10. Xero Tax (UK) | Increase the 1MB file size limit and allow multiple supporting documents

    The supporting document for the Corporation Tax return is limited to one document of less than 1MB, which is sometimes not large enough for R&D claim supporting documents, even after compression.

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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Stephen, thanks for sharing this suggestion. We understand the value of having more flexibility for attachments to support tax filing workflows.

    We’ve moved this to Gaining Support while we continue tracking the interest and feedback shared here.

11. AU Tax - Pre-filling Children's Private Health Insurance

    Why does Xero not pre-fill the Private Health Insurance information of someone who is on their family's PHI?
    i.e. a young adult/teenager who is still on their parents health insurance. (Code F on the tax return).

    I am having to manually enter the information every time I create a return for one, which is frustrating given that the information is already on their ATO pre-fill report, and it prefills fine for their parents.

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    Gaining Support  ·  AdminBen Jackson (Admin, Xero) responded

    Hi Emily! We really appreciate your feedback on this. At this moment, the information we pull is directly from the ATO exclusively for one sole return, and so won't automatically fill into the young adult/teenagers return as you've found.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    We'll keep an eye on any traction this gets in the community and will keep you updated if there are any updates. Thanks.

12. Reports – Add TIN and Address Columns in Reports for PH (BIR Compliance)

    Hi Xero Team,

    I would like to suggest a feature enhancement that would greatly benefit users in the Philippines.

    Currently, when generating reports (such as Transaction Reports, General Ledger, or Contact-based reports), there is no option to display the Tax Identification Number (TIN) and registered address of contacts as columns.

    Including TIN and address fields in report columns would significantly improve efficiency and accuracy in preparing BIR compliance reports such as:

    • SLSP (Summary List of Sales and Purchases)
    • QAP ( Quarterly Alphalist of Payees)
    • SAWT (Summary Alphalist of Withholding Taxes)

    At present, users need to manually extract or cross-reference this information from contact records, which is time-consuming and prone to errors.

    Suggested Enhancement:

    Add optional columns for:
    * Contact TIN
    * Registered Address

    Make these fields available across relevant reports and exportable formats (Excel/PDF)

    This feature will greatly enhance Xero’s usability for businesses operating in jurisdictions with strict tax reporting requirements like the Philippines.

    Thank you

    Hi Xero Team,

    I would like to suggest a feature enhancement that would greatly benefit users in the Philippines.

    Currently, when generating reports (such as Transaction Reports, General Ledger, or Contact-based reports), there is no option to display the Tax Identification Number (TIN) and registered address of contacts as columns.

    Including TIN and address fields in report columns would significantly improve efficiency and accuracy in preparing BIR compliance reports such as:

    • SLSP (Summary List of Sales and Purchases)
    • QAP ( Quarterly Alphalist of Payees)
    • SAWT (Summary Alphalist of Withholding Taxes)

    At present, users need to manually extract or cross-reference this… more

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    Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

    Hi Georgia, thanks for sharing your idea, and letting us know the changes that matter most for you. We'll open this idea up to the community so they can share their thoughts and add their votes. In the meantime, please feel free to share this with your friends and colleagues who might find this feature useful as well. Cheers

13. Projects - Bulk Edit time entries for projects

    Ability to enter search criteria for time entries and then make batch edits to the selected entries. Similar to the find and recode function for accounting transactions. Sometime projects change and/or split into multiple projects. Please add the ability to search for time entries by date, employee, project name, task, etc., and returning a list of the time entries that meet that criteria; select the time entries desired and then make bulk edits to the selected items.

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    Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

    Hi Roger thanks for sharing your idea, and letting us know the changes that matter most for you. We can see how this idea can be helpful for some users. The best way indeed is to describe it as Find and recode for Projects. We've reviewed this idea and moved it to gaining support. Its upto the community now to get behind it. We will continue monitoring it for more traction.

14. Personal Tax (UK) - Repayments to be shown separately

    Tax repayments on UK Tax Returns are automatically offset against the January payment on account, even when it's requested to be sent by cheque or bank transfer. There should be the option for this to be shown separately on the calculation as it will confuse clients when they want to know what is due for payment in January.

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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your idea here, Robert. We appreciate your feedback on how showing repayments separately would provide more clarity.

    We're getting a sense of wider interest from the community in this here and I'll share if there's any progress.

15. Personal Tax (UK) | Update help box on shareholding %

    UK Self-Assessment Tax Return - reporting dividend information.

    On the 2025/26 self-assessment tax return in the section for employment, if the company is a close company further details need to be added such as whether any dividends were paid during the year and the shareholder's % ownership in the company.

    I note that the help box relating to percentage shareholding of close company refers to "if no dividends were received, enter 0". This doesn't reflect what this section refers to i.e., percentage shareholding. So the help box needs updating.

    •  

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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Hi Simon 😊 Thanks so much for taking the time to share this and for explaining the issue so clearly. We can see why this is confusing — the help text on the percentage shareholding field refers to dividends, when that field is actually asking for shareholding information.

    We appreciate clear guidance is especially important in this area, so we’re moving this idea to Gaining Support so we can keep tracking interest and feedback while this is reviewed further. Thanks again for raising it and helping us improve the experience.

16. MTD for IT - Income and Expense Report with Clients name

    I am sure this is a design flaw that will be corrected shortly as its astonishing to see, the quarterly income and expenses PDF report needs an identifying name on the report. Once saved not in Xero it does not have anything on it to identify it.
    This needs rectifying with haste.

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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing this idea. We understand how useful it would be for exported MTD for IT Income and Expenses reports to clearly identify the relevant client or business, particularly when reports are saved or shared outside Xero.

    We’re moving this idea to Gaining Support so we can gauge interest across the Xero community. If this would improve your workflow, please vote for the idea and share more detail about how you use the report and what information you’d like to see included in its title or header.

    Community feedback will help us understand the impact of this request and inform our review. We’ll share updates here as the idea progresses.

17. NZ Tax - Change colour of 'Finalised' and 'Filed with IR' pills

    Both the 'Finalised' and 'Filed with IR' boxes are the same colour, and both pieces of text start with 'F'. Twice, I have experienced glitches where I file the return with IR, it appears to have been submitted, but the status simply changes to 'Finalised'. Would it be possible to change the colour of one to a different colour, to help highlight the different states? Or change the text from Finalised to something like 'Approved/Ready to Submit'. I understand this is minor, and partly user-based, but I do think it could be helpful. Thanks!

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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate wanting colour differentiators for these two states, Nicola.

    We'll start to get a wider sense of the interest around this here, and I'll make sure to share if there's any plans made.

18. NZ Tax - Exclude Non-tax clients appearing on the tax payment report

    Need to be able to exclude non-tax clients from the tax payments report when they are only included because they have a beneficiary schedule in their family trust. Many beneficiaries of trusts are not tax-clients.

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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing here, Shelley.

    At this stage, we don’t have plans to change the report’s behaviour, however an option here could be to customise the report criteria to show Payment Amount greater than $0.00.

    This removes taxpayers with no amount owing while retaining those with payments due.

    We'll keep an eye on the interest this idea builds in the community from other practices, and I'll share if there are any updates.

19. AU Tax - Automate CGT worksheet calculations when a Rollover or Exemption code is selected

    Currently, if there was a capital gain rollover exemption in previous year, it is not updating into the future year's returns automatically. We have to manually enter the worksheet again and again for all the applicable future years.

    Please develop a feature that it automatically rollover the worksheet to future returns. Then, it will be more coinvent for the uses.

    Thank You.

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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Rasika, thanks for sharing your feedback here. We can see how automatically updating the future return's CGT worksheet after selecting a rollover or exemption code could help reduce manual work.

    We’ve moved this idea to Gaining Support so we can continue tracking interest and share the feedback with our product team.

20. Xero XPH - Allow different HMRC ASA account for different offices

    Currently the HMRC Agents Services Account is entered for the whole practice including all offices.
    Many practices have separate offices with separate HMRC ASA.
    Xero requires one ASA for the whole practice which is a nightmare for submitting MTD4IT Returns as the access has to be updated depending on which office is filing!

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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing this with us Carol, its great to hear how we can improve the XPH experience and the importance of being able to have multiple ASA options in one Practice. This Idea is now open to the community for others to vote and share their own stories and comments on how this could impact their workflows. Any updates to this idea will be posted here.