Skip to content

Reports & tax

Customer ideas for reporting, analytics, fixed assets and tax

Learn about the forums, how to contribute and create a good idea on Xero Central

Reports & tax

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

193 results found

  1. When preparing a personal tax return it would be great if there was as option to attach files in each section. So we can attach things like bank interest statement, P60, P11d, dividend vouchers, state pension, personal pension etc.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Tax filing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how section-specific file attachments could support your workflow when preparing personal tax returns.

    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.

  2. 5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Tax filing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thank you for your valuable feedback and for sharing this idea with us.

    Your suggestion is now open to the community! We encourage you to share it with colleagues who could benefit so they can vote to support it. Other members can also comment to add details on how this change would improve their Xero experience.

  3. When you lodge BAS using Xero automation, it creates a draft Bill. My idea is that the BAS report the bill is based on, is also uploaded to the draft Bill as an attachment.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Tax filing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for submitting your idea, Marius.

    We've reviewed your idea and now it can gain support from other community members.

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

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

    11 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  3 comments  ·  Tax filing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Add the estimates section when downloading a copy of the Tax Return, to a full breakdown of the assessable income & tax owed. Usually I use pg 4 on a downloaded copy of a TR, but it does include a values in that section. it would be best to have a detailed summary that fits in 1-2 pages.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Tax filing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi Patrick, thanks for sharing this idea and for clearly outlining how a more detailed breakdown of assessable income, deductions, offsets, and tax owed in the downloaded Tax Return would fit into your workflow.

    We’ve moved this idea into Gaining support. It’s now open for the wider community to add votes and comments, which helps us understand how useful this change would be across different practices. If others see value in this, they’re welcome to share how they’d use it.

    We’ll continue to monitor the feedback as it comes in.

  6. When Importing from Xero to Xero Tax (AU), there is a filter button to filter only PP or NPP labels (or Both).

    These are only relevant to Revenue and Expenses account types (and tax return labels).

    When I click PP or NPP and then move onto Assets/Liabilities/Equity, no Tax Return Labels show up in the drop down (because Xero Tax filters them out).

    Xero Tax SHOULD NOT filter out labels for Assets/Liabilities/Equity. There is no benefit and no efficiency for this behaviour. Xero Tax should return ALL labels for Assets/Liabilities/Equity whenever PP or NPP (or Both) is selected.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Tax filing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for sharing your idea, and letting us know the changes that matter most for you.


    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.

  7. 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…

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  2 comments  ·  Tax filing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Allow self employed who are not VAT registered to use MTD.
    I've just signed up to submit accounts via MTD with HMRC but Xero currently don't allow me to do this unless I use an accountant. I use Xero so I don't need an accountant... I'm now a bit stuck as HMRC require me to submit account for the current 2025-2026 tax year this way and I have no way of doing this. Please help! thanks.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Tax filing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for your interest in Xero’s MTD for IT beta and for sharing this idea here. In the first phase of our beta, we’re only supporting Xero Partners.

    However this will be rolled out to users without an accountant, please complete our expression of interest form to register your interest and we’ll be in touch when we have more information on expanding the beta. You may also like to check out the MTD for the Self employed guide on the Xero website.

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

    27 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  8 comments  ·  Tax filing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Ability to choose the layout of the export - landscape or portrait

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Tax filing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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.

  11. 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.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    4 comments  ·  Tax filing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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.

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

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Tax filing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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.

  13. The "GST on expenses" and "no GST" sections of the GST report have contradicting signage - e.g.: expenses are a positive when there is GST but a negative when its under the "no GST" section. Can we keep it consistent in the report as its confusing to read/review.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Tax filing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for sharing your feedback on the GST report formatting and how the current approach can cause confusion when reviewing the transactions.

    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.

  14. 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…

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  2 comments  ·  Tax filing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Moving the button to File with IR from the bottom to top of screen, to make it more obvious.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Tax filing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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.

  16. 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.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Tax filing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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.

  17. It seems we can only class expenses within the profit & loss as staff costs or other charges. Ideally the breakdown should match the tax return.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Tax filing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for submitting your idea, Victoria.

    We've reviewed your idea and now it can gain support from other community members.

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

  18. Please show the VAT number on the VAT page. At the moment either need to go via the Financial settings or drill into a VAT return to see the VAT registration number. Would be good if quickly visible on the VAT page

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Tax filing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for sharing your idea with us, Rowan. We appreciate you taking the time to let us know what changes matter to you.

    We've reviewed your idea, and it's now open for the community to support.

    Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.

  19. 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…

    17 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  6 comments  ·  Tax filing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. 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.

    11 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

     ·  3 comments  ·  Tax filing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?