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Reports & tax

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99 results found

  1. Given that the HMRC reminders are non-customisable, sporadic and could be taken away at any time, could we please develop email reminders for VAT submission deadlines in Xero?

    78 votes

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     ·  34 comments  ·  Tax filing  ·  Admin →
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  2. An updated, functional VAT reconciliation report.

    The existing VAT reconciliation report isn't particularly useful. It has to be populated manually and the figures that do populate automatically can't be drilled down into. Not helpful.

    VAT reconciliation aren't really a problem for us as we can use the Detailed Account Transactions report to identify the transactions posted directly to the VAT account i.e. transactions that have a category of VAT, whether it be a VAT payment, VAT on imports or just simply a miscoding by the client. Essentially it highlights those transactions that will affect the VAT ledger balance but won't…

    25 votes

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    5 comments  ·  Tax filing  ·  Admin →
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  3. Include the option to enter the Registered User's UTR number in CIS verifications as well as the Organisations UTR number which will allow partnerships to be verified - HMRC need both to verify a partnership.

    41 votes

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     ·  16 comments  ·  Tax filing  ·  Admin →
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  4. I am looking for a way to view a value for the supplier or customer transaction as a total value not as individual lines in the vat201 report. For example. I have 3 line transactions in 1 customer invoice, so it shows these three separately. I dont want to view it like that, I want to view it as a complete value, so we can double check the whole invoice as opposed to going to the invoice and looking line through line, which is extremely time consuming

    10 votes

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     ·  5 comments  ·  Tax filing  ·  Admin →
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  5. Support Quick Method of GST/HST tax calculation for Canadian small business. Small business corporations in Canada have an option of so called Quick Method of GST/HST tax calculation that is based on a marginal percentage from the sales revenue amount instead of full balance of taxes collced and paid. Many small businesses choose to use QM because it frequently and significantly (upt to 30%) reduces GST/HST taxes payable. Current GST/HST tax report does not support the QM and the manual workaround method through tax adjustment is not 100% corret in terms of the line numbers in the report. Enabling QM…

    15 votes

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     ·  3 comments  ·  Tax filing  ·  Admin →
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  6. VAT reporting in the EU includes ICP reporting for sales to other EU countries (aka pre-Brexit EC Sales reporting). Part of the reporting requirement is to supply the customers VAT number on the ICP return. The customers VAT number is supplied at the time of invoicing and is included on the invoice and in the customer contact details so is an existing field in Xero. To meet the ICP reporting requirements, every invoice is opened manually to find the customers VAT number which is entered against each customer on an export of the Sales Tax Audit Report spreadsheet off Xero,…

    23 votes

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     ·  14 comments  ·  Tax filing  ·  Admin →
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  7. Revise Activity Statement / IAS via Xero when a client has lodged their own IAS/BAS. It would be beneficial for tracking purposes if Xero offered the facility to unlock a submitted BAS/IAS to review & amend and relodge with the ATO. Whilst these can be revised via ATO Portal there is no tracking or record of an amendment in Xero

    53 votes

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     ·  30 comments  ·  Tax filing  ·  Admin →
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  8. Hello, across the board of GST xero users, are you able to make a pop up show on a companies Dashboard notifications. That tells them a GST period has ended that they can start working on their GST now, instead of getting notifications late or close to due date.

    9 votes

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     ·  3 comments  ·  Tax filing  ·  Admin →
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  9. It would be great to see a feature that was specific to VAT groups so it's an easy experience (rather than importing and exporting figures)

    51 votes

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     ·  12 comments  ·  Tax filing  ·  Admin →
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  10. VAT201 Report (ZA) - A SARS requirement is to have sequential invoice numbers. The invoice numbers are not displayed on the VAT201 report, only the customer reference number, if there is no reference number, then the customer invoice number is displayed. Can we please have a column for the customer invoice number or only have the customer invoice number listed.

    23 votes

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    8 comments  ·  Tax filing  ·  Admin →
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  11. We are based in Singapore. Your system does not cater very well for GST when the functional currency is not SGD.
    My Xero is USD-based, hence we have to use only GST Audit Beta.
    But we have to key in "Exchange Rate for GST Purposes" into our system so that when reporting to Singapore Tax authority, we have to report in SGD. There is no way to key this in, and it means keeping a seperate excel file, doubling our work. This rate is given by each supplier on their bill, and can change on daily basis. So we need…

    6 votes

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     ·  1 comment  ·  Tax filing  ·  Admin →
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  12. It would be great if the Activity Statement Transaction reports included the Sales Invoice number in addition to the Reference field. The old full BAS report used to show the Sales Invoice number as the Reference field on the report.

    We use simPRO for Invoicing and when the data is imported the Job No/Order Number is imported into the Reference field in Xero but we sometimes issue multiple invoices per job so the Invoice number is much more relevant as a reference.

    5 votes

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     ·  2 comments  ·  Tax filing  ·  Admin →
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  13. I would really like to see something similar to the sorting function on the Account Transactions report applied to the Transaction by VAT box and Transactions by tax rate pages on the VAT returns. This would make them so much easier to review, rather than exporting them to excel.

    6 votes

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     ·  0 comments  ·  Tax filing  ·  Admin →
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  14. Are you able to generate comparatives button on the BAS's and IAS's for the previous period and the same period last year, like there is for tax returns? This would be a handy tool to use when reviewing.

    6 votes

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     ·  3 comments  ·  Tax filing  ·  Admin →
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  15. Track late claims on VAT returns submitted in Xero but not filed direct to HMRC through MTD.

    This is needed in order for VAT groups to be able to prepare returns in non-submitting companies which can then be consolidated.

    The only alternative if the VAT group stays on Xero is to run journal reports and manually find late claims, in all non-submitting entities in a VAT group, which is a very manual process.

    7 votes

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     ·  1 comment  ·  Tax filing  ·  Admin →
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  16. A note of outstanding, unreconciled statement lines before completing a VAT return.

    Currently you click review and can see the VAT return; however, it would be useful to have a box that would flag if there any unreconciled transactions within the VAT period.

    This would help to ensure no transactions are missed when completing a VAT return.

    10 votes

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     ·  1 comment  ·  Tax filing  ·  Admin →
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  17. Yes that's right. Let's say you pay a subby £150 in advance and allocate that as an overpayment on their account from the bank feed. You then get an invoice from them a couple of weeks later for £500 and deduct CIS of £100 leaving £400 outstanding. You allocate the overpayment from the account of £150 and pay your subby the balance of £250. The system will only declare CIS on the £250 element of what you have paid. You have to know an overpayment has been allocated, reverse it and allocate the payment directly to the invoice for it…

    12 votes

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     ·  4 comments  ·  Tax filing  ·  Admin →
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  18. When reviewing a VAT return on the transactions by tax rate tab - there is no way to view the detail if the payment was through an invoice or bill even though you are able to see the detail if it is entered as a spend money or receive money transaction.

    Being able to create bills and add attachments is extremely convenient, however, it is not when you are unable to see the detail you have provided when reviewing the VAT return.

    Please look into this! Thank you.

    13 votes

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     ·  2 comments  ·  Tax filing  ·  Admin →
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  19. We would like to be able to go next and back through GST periods/returns on xero. At the moment you have to got back into the GST report tab to see the next/previous period. You should just be able to click next or pervious off to the side

    8 votes

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     ·  1 comment  ·  Tax filing  ·  Admin →
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  20. To be able to use CIS on the mobile app and on an IPAD.
    When you are not able to use a laptop and you need to work with CIS.

    10 votes

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     ·  0 comments  ·  Tax filing  ·  Admin →
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