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Reports & tax

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184 results found

  1. 6 votes

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    2 comments  ·  Tax filing  ·  Admin →
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    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.

  2. 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

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    0 comments  ·  Tax filing  ·  Admin →
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    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.

  3. 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

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    0 comments  ·  Tax filing  ·  Admin →
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    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.

  4. 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

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     ·  2 comments  ·  Tax filing  ·  Admin →
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  5. Please can there be an option to mark a GST Return as FILED in Xero , where it has been filed by another method.

    29 votes

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     ·  9 comments  ·  Tax filing  ·  Admin →
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  6. 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.

    8 votes

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    5 comments  ·  Tax filing  ·  Admin →
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    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.

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

    7 votes

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    0 comments  ·  Tax filing  ·  Admin →
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    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.

  8. 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

    3 votes

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    0 comments  ·  Tax filing  ·  Admin →
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    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.

  9. 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…

    5 votes

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     ·  2 comments  ·  Tax filing  ·  Admin →
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  10. At the moment I cannot email end of year CIS statements through Xero to contractors like I can for monthly CIS statements.

    It would be very helpful to have this facility as I have to download PDF for EACH contractor (which can be very time consuming) and email individually at year end.

    This is a requirement as a CIS main contractor, so should be automated and easier for us to do this. Thanks

    47 votes

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    17 comments  ·  Tax filing  ·  Admin →
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    Thanks for your feedback and support here, everyone. We appreciate this is a gap that'd add benefit and save time for our customers.

    Being upfront, we don't have any development for this feature planned at this time, but do have eyes on this idea. We'll be sure to update if there's any news.

  11. 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.

    14 votes

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     ·  5 comments  ·  Tax filing  ·  Admin →
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  12. 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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    0 comments  ·  Tax filing  ·  Admin →
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    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

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    0 comments  ·  Tax filing  ·  Admin →
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    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. NZ GST returns - add multiple sorting
    Currently, I can only sort by one column. When I click on Account, the transactions are sorted by account name. But when I then click on Contact, the transactions are sorted by contact name, and the account names become unordered. It would be great if I could sort by multiple columns. For example, first by account, then by contact.

    2 votes

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    0 comments  ·  Tax filing  ·  Admin →
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    Thanks for letting us know about how this could be improved 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 votes and comments about how they'd like to see this too!

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

    5 votes

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    0 comments  ·  Tax filing  ·  Admin →
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    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

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    0 comments  ·  Tax filing  ·  Admin →
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    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

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    0 comments  ·  Tax filing  ·  Admin →
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    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. 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

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     ·  6 comments  ·  Tax filing  ·  Admin →
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  19. 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…

    7 votes

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     ·  3 comments  ·  Tax filing  ·  Admin →
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  20. 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.

    50 votes

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     ·  4 comments  ·  Tax filing  ·  Admin →
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