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Reports & tax

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Reports & tax

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174 results found

  1. Most of our clients (and I imagine many small businesses in the U.S.) use a hybrid reporting basis. Basically, short term assets and liabilities are recorded using the cash basis while long term assets and liabilities are recorded using the accrual basis.
    Therefore, for example, this will result in sales being recorded when cash received but depreciation and amortization expense are recorded monthly. This method of reporting also results in the accounting basis being more similar to tax basis.

    Xero actually has a webpage describing this (https://www.xero.com/us/guides/cash-vs-accrual-accounting) but states "And if you run a hybrid accounting system, smart…

    7 votes

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     ·  1 comment  ·  Tax filing  ·  Admin →
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  2. Ability to make users submit their OSS returns through Xero.

    Purpose: To save time rather than having to submit the returns through the member's states revenue agency.

    13 votes

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     ·  2 comments  ·  Tax filing  ·  Admin →
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  3. Enable users to view a MTD VAT return without requiring a connection to HMRC.

    Purpose: Often people who do not have the HMRC gateway details/ability to submit the return via MTD VAT need to review it or answer queries about it before the gateway holder submits it

    15 votes

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    1 comment  ·  Tax filing  ·  Admin →
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    Hi community, we appreciate the interest for being able to view MTD VAT without needing to connect to the HMRC from those that have voted here. However keeping a close eye on this, and not getting a lot of traction over time we will move this idea to Not in pipeline.

    Xero currently requires a connection to HMRC to draw the period of the MTD VAT, and we don't have any plans for developing this functionality.

    To re highlight the options in Xero:

    • a client could export the MTD return and send it through to their advisor for review, or
    • advisors can use the Non MTD VAT return to help their client with the review process - This can be run and exported regardless of MTD credentials.

    We understand this is not the news you're wanting here but want to be transparent with you all. Thanks

  4. Ability to assign purchase orders to a project in Xero.

    Purpose: To make Xero projects overview shows everything ordered/billed & invoiced to the customers.

    529 votes

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    Hi community, some time passed since our last update in the thread here we do want to return and share - while our product teams explored possibilities for how we might represent Purchase Orders in Projects research has confirmed that there is underlying work needed to the platform Purchase Orders are built on before we can achieve any good outcomes of your needs here.
    We have enthusiasm and a close eye remaining on the support for this, but want to be honest that this is not something that we’ll be able to focus our attentions on in the near future.
    Once we have completed work first needed in the Purchase Orders space we can reassess how to integrate purchase Orders into Projects and will update you all of steps forward, here.

  5. Ability to have a VAT partial exemption calculation.

    Purpose: Because some industries (e.g. charity) have VAT partial exemption, having this ability would save users time in calculating the VAT.

    48 votes

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    2 comments  ·  Tax filing  ·  Admin →
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    Hey everyone, appreciate that this idea's intent is to help save user's time in calculating the VAT, but I wanted to share that it is possible to record partial VAT exemptions, for those who aren't aware. We will continue to to track interest in this idea but in the meantime you can:

    1. Calculate your own your partial exemption adjustment amounts
    2. Enter them as VAT box adjustments on your non-MTD or MTD VAT return

    Alternatively, if you use a set percentage adjustment you could do one of the following:

    • Add a custom Tax Rate for your % rate.
    • Adjust the VAT on each bill to the amount you can claim. Click the + next to the tax rate to do this. (You'll need to use the 'Amounts are' Tax Exclusive option to see it.)

    We recommend you talk to your accounting advisor or HMRC if you need more help with this.

    There's…

  6. Ability to add project snapshot in Xero Dashboard.

    Purpose: users’ can easily view the snapshot of Project from their Xero dashboard, rather than having to go through pages.

    23 votes

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     ·  2 comments  ·  Tax filing  ·  Admin →
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  7. Ability to allocate expenses to multiple accounts in Xero.

    Purpose: To make users easier to assign expenses when it’s related to different account types in Xero.

    8 votes

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     ·  3 comments  ·  Tax filing  ·  Admin →
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  8. Ability to get a single donation tax receipt for a year.

    Purpose: Save time collecting Donation Tax Receipts for reporting

    29 votes

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     ·  20 comments  ·  Tax filing  ·  Admin →
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  9. Ability to produce accurate Vat reports suitable for the Irish Revenue Commissioners.

    Purpose: Irish users can file their VAT easily using Xero.

    53 votes

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    24 comments  ·  Tax filing  ·  Admin →
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    Hi everyone, thanks for your interest and good to see how we can be expanding capabilities for our users across the world.
    While we don't have plans of developing this in Xero, we have recently partnered with Parolla to offer a connected plug-in to your Xero organisation at no additional charge to users with an Ireland based org.
    Connected to Xero, Parolla will generate VAT3 returns for direct upload to Revenue Online Services, as well as generating Single Euro Payments Area (SEPA) compliant payment files - Find out more here

  10. Ability to enter VAT scale charge on VAT returns.

    Purpose: To easily enter and calculate VAT scale on charge in Xero.

    10 votes

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     ·  0 comments  ·  Tax filing  ·  Admin →
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  11. Ability to add item 7A to track deferred GST

    Purpose: Because many organisations import goods and defer GST.

    18 votes

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    5 comments  ·  Tax filing  ·  Admin →
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    Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding adding item 7A to the Business Activity Statement.

    We understand that the ability to easily track deferred GST is crucial to your workflows.

    Currently 7A on the BAS is a manual field, which does not update the figures on 1B. To adjust for this, we recommended the following workaround:

    1. Enter the original purchase as BAS Excluded.
    2. Once you have the Customs Entry form N10, you're entitled to claim a GST credit. Create a Bill with the value of the Deferred GST showing on the N10. Code this to your GST account (820 in the default Chart of Accounts) using the tax rate GST on Imports so that it shows separately in the Transactions by BAS field report and gets reported under 1B. You'll still need to manually add the Deferred GST…
  12. Ability to have multi-VAT tracking for EU companies.

    Purpose: Because lots of companies in the UK are also registered VAT in other EU countries. So having this feature will make users easily calculate their tax.

    30 votes

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    9 comments  ·  Tax filing  ·  Admin →
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    Thank you for your suggestion regarding multi-VAT tracking and or filing for EU countries, including Ireland. Currently, Xero supports only UK VAT returns, so tracking VAT in multiple countries requires separate Xero organisations. Also features like direct integration with EU tax authorities such as Ireland’s Revenue Online Service (ROS) (specifically) are not available at this time, and multi-country VAT support is not currently in our development pipeline. For Irish VAT requirements, you may wish to consider Parolla, which offers direct ROS integration and features tailored for Irish businesses.

    We appreciate your feedback and will continue to review suggestions as we plan future updates.

  13. Ability to calculate Wine Equalisation Tax in Australia.

    Purpose: To easily comply with transactiona tax requirements in Australia

    75 votes

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    35 comments  ·  Tax filing  ·  Admin →
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    Hi community, I know it's been some time since our last update here. Though we're continuing to follow and track the interest in automatic calculation of wine equalisation tax within Xero, for the time being this isn't something we've planned.

    As some may have received detail from our support team on there is a way we suggest you can record your WET liabilities and credits within Xero - See our post on this discussion for the detail. Alternatively, there are app partners you could explore on the Xero app store.

    If there are any changes around this we will be back to share with you all on this idea.

  14. Ability to automatically calculate Fuel Tax Credits in the Business Activity Statement.

    Purpose: It can save user’s time when calculating fuel tax credit, rather than doing it manually.

    62 votes

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    22 comments  ·  Tax filing  ·  Admin →
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    Hi community, we appreciate the interest this idea has received. Sorry we haven't engaged with you on this idea sooner.

    We understand being able to efficiently track and calculate fuel tax credits is important to you all who've supported this, however we want to be transparent that this isn't a feature we're looking to develop in the near future.

    If you haven't already found a means to track this I wanted to share a method that could help. In Xero you could create untracked Inventory Items for each fuel type. When you enter purchases for fuel, you'd select the appropriate item, entering the number of litres into the Qty field, and the price per litre into the Unit Price field.

    You could then use the Inventory Summary report to view the quantity of the fuel purchased during a date range.

    If there are any changes around this we'll share with you…

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