Reports & tax

929 results found

1. Profit & Loss - Show net profit before and after tax

   Profit & Loss reporting MUST include before and after tax totals. The before tax number would also exclude non-deductible expenses such as Tax, IRD penalties, non-Deductible Entertainment. I use a custom section called Tax and Non-Deductilbe Expenses to calculate the after tax total.
   This is incredibly important because clients look at the Profit number and think they a doing better than they actually are, especially if the tax expense number has not been generated which 99% of the time they look at this report. Having the space for Tax Expense to appear will make them aware of the need to consider it.

   Profit & Loss reporting MUST include before and after tax totals. The before tax number would also exclude non-deductible expenses such as Tax, IRD penalties, non-Deductible Entertainment. I use a custom section called Tax and Non-Deductilbe Expenses to calculate the after tax total.
   This is incredibly important because clients look at the Profit number and think they a doing better than they actually are, especially if the tax expense number has not been generated which 99% of the time they look at this report. Having the space for Tax Expense to appear will make them aware of the need to… more

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   Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

   Hi Dave, thanks for bringing this idea to the community. We understand why having net profit after tax displayed directly within Profit and Loss reports could be useful for preparing financial summaries or reviewing overall business performance.

   The idea is to add a dedicated net profit after tax calculation line within the Profit and Loss report, allowing users to see the final after-tax position without needing to make manual adjustments or calculations.

   We encourage the community to vote on this idea if you’d find this reporting improvement useful.

   
   

2. medicare levy and medicare levy surcharge schedule

   I would like an advance schedule for medicare levy to check through whether they were full time in the defence force or foreign person etc.

   and a schedule for medicare levy surcharge to input the date periods + to confirm if spouse/dependents had private health insurance

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

3. Could we add a calculator button in the budget manager cell to do a calculation?

   Could we add a calculator button in the budget manager cell to do a calculation?

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

4. Reports - Show Expense Descriptions from Xero Me App in Account Transactions Report

   When reviewing quarterly and annual figures from the Profit and Loss report’s account transactions, we currently have to click into each Xero Me app expense to see the description and confirm it’s coded correctly. Expenses entered via bank feeds or bills display descriptions properly in the Account Transactions report, but Xero Me submissions do not.

   This inconsistency makes it difficult to quickly identify and verify transactions without drilling into each one. Competing platforms such as MYOB, QuickBooks, and HandiLedger display expense descriptions consistently, regardless of how the expense was entered.

   An internal workaround suggests entering the description manually in the Reference field for Xero Me expenses, but this is not practical, it forces users to duplicate information and increases the risk of errors.

   Proposed Idea:
   Ensure that descriptions from Xero Me expenses appear automatically in the Account Transactions report (P&L view) and bank account view, just like other expense types. This would save time, reduce errors, and make quarterly and annual reviews far more efficient.

   When reviewing quarterly and annual figures from the Profit and Loss report’s account transactions, we currently have to click into each Xero Me app expense to see the description and confirm it’s coded correctly. Expenses entered via bank feeds or bills display descriptions properly in the Account Transactions report, but Xero Me submissions do not.

   This inconsistency makes it difficult to quickly identify and verify transactions without drilling into each one. Competing platforms such as MYOB, QuickBooks, and HandiLedger display expense descriptions consistently, regardless of how the expense was entered.

   An internal workaround suggests entering the description manually in the… more

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   Gaining Support  ·  AdminBelinda Welsh (Admin, Xero) responded

   Thanks so much for sharing your thoughts! We’ve reviewed your idea, and now it’s time for the community to weigh in.

   If you know colleagues who would love this feature too, be sure to send it their way so they can upvote it. Aside from voting, other users can jump in and comment to let us know exactly how your idea would help them get the most out of Xero.

5. Manual Journal - Reordering lines

   Reordering lines in manual journals DOES NOT save, and it should be able to! If you click on the drag handle and reorder a few entries, then click save, only to reopen the journal later and find everything is out of order, reviewers will go crazy thinking entries were done in the wrong order when staff did it right... just xero didn't save the order of the lines... and best of all, this was working with the old manual journal interface and only broke with the "new" look and feel.

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

6. MTD ITSA Allow manual entry of Property Income

   It would be extremely helpful if Xero allowed UK Property Income to be entered manually within the MTD ITSA return, rather than requiring transactions to be entered into the ledger or quarterly journals to be posted.

   A common scenario is where a sole trader already uses Xero for their business but also has separate UK property income. Whilst it's possible to separate the figures using tracking categories, this still mixes business and property transactions within the same accounting records.

   Allowing manual entry of the quarterly property income and expenses for MTD ITSA would:

   • Keep business and property records completely separate.
   • Avoid unnecessary journals or duplicate transaction entry solely for MTD compliance.
   • Simplify the preparation of quarterly updates for clients with both trading and property income.
   • Better reflect how many accountants manage these records in practice, particularly where property records are maintained outside of Xero.

   This would make the MTD ITSA workflow much more practical for accountants and bookkeepers managing clients with multiple income sources.

   It would be extremely helpful if Xero allowed UK Property Income to be entered manually within the MTD ITSA return, rather than requiring transactions to be entered into the ledger or quarterly journals to be posted.

   A common scenario is where a sole trader already uses Xero for their business but also has separate UK property income. Whilst it's possible to separate the figures using tracking categories, this still mixes business and property transactions within the same accounting records.

   Allowing manual entry of the quarterly property income and expenses for MTD ITSA would:

   • Keep business and property records completely separate.
   • … more
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

7. Ordinary Hours Report for Long Service Leave Entitlements Calculations

   To calculate long service leave entitlements for casual and part time employees or employees that have had a mix of employment types, it is necessary to know how many ordinary time hours an employee has worked. This information can be extracted from the Payroll Activity Summary report although it requires the report to be exported to Excel and the data manipulated, which is extremely time consuming doing each employee one at a time. A simple report that shows the number of ordinary hours worked in a set period of time, filtered by employee would make it much easier for small business to comply with long service leave legislation.

   To calculate long service leave entitlements for casual and part time employees or employees that have had a mix of employment types, it is necessary to know how many ordinary time hours an employee has worked. This information can be extracted from the Payroll Activity Summary report although it requires the report to be exported to Excel and the data manipulated, which is extremely time consuming doing each employee one at a time. A simple report that shows the number of ordinary hours worked in a set period of time, filtered by employee would make it much easier for small… more

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

8. Bank Revaluation Account mistates an Income Statement for taxation

   Why ever would Xero engineers by design, put unrealized gains on a P&L report? I cite The Bank Revaluations account. Even if just for management financial reports, a bank account is an asset and a revaluation is simply to show this value at a point in time.The Bank Revaluations account should be on the balance sheet in the asset section, but even with that said, bank accounts in Xero for client with multi-currency already reflect the correct valuation on a Xero client balance sheet!
   Unrealized gains and losses are simply that, Unrealized.
   I raise this point because Xero small businesses owners who may not have the knowledge of tax reporting and preparation and try to run a corporate tax return on their own, may simply draw from the GIFI into a corporate tax return software and have tax applied incorrectly on Unrealized gains & losses! This is a very serious potential forgovernment tax reporting error. Xero users may be skipping consulting an accountant for review before submitting a corporate tax return and are relying on Xero software as automation moves us more & more away from expensive public practice services.
   This is a fact Xero engineers may have missed. I quote from a CPA site and a tax specialist a definition of a Realized foreign exchange result that sould be reported on a corporate tax return as FX income on a P&L Income statement...

   Realized: A taxable event occurs when you actually convert foreign currency to home currency dollars, use it to buy property, or settle an invoice. All transactions must be converted to Canadian dollars using the Bank of Canada spot rate for the exact date of the transaction
   My point is the potential for tax reporting is critical. Most accountants use a tax software to pull data for tax preparation, however, what about the many Xero users that dont? Mis-statement of tax is a critical issue for business owners and for government reporting.
   Also, if you look at Xero GIFI set up, itès actually got Unrealized Gains or Losses set for reporting as taxable income or loss when you import into a corporation tax application. Wrong!

   Why ever would Xero engineers by design, put unrealized gains on a P&L report? I cite The Bank Revaluations account. Even if just for management financial reports, a bank account is an asset and a revaluation is simply to show this value at a point in time.The Bank Revaluations account should be on the balance sheet in the asset section, but even with that said, bank accounts in Xero for client with multi-currency already reflect the correct valuation on a Xero client balance sheet!
   Unrealized gains and losses are simply that, Unrealized.
   I raise this point because Xero small businesses… more

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

9. Reporting Export - Excel total rows should add up formula column values

   If I have a report and a column is a formula.

   When I export that report to excel, the column has the underlying formula in each cell.

   The column even has that formula in a cell that is in a total row. This is okay if the formula is a percentage, but never if the formula is an amount.

   A total row with an amount should always be the total of the cells above it. Never any other formula.

   Other column types (such as date), do not suffer this issue, they will correctly insert a formula that sums the cells above it, for a total.

   Please fix the excel export so that it will correctly total the amount cells above it in the total row, even if the column is a formula column.

   If I have a report and a column is a formula.

   When I export that report to excel, the column has the underlying formula in each cell.

   The column even has that formula in a cell that is in a total row. This is okay if the formula is a percentage, but never if the formula is an amount.

   A total row with an amount should always be the total of the cells above it. Never any other formula.

   Other column types (such as date), do not suffer this issue, they will correctly insert a formula that sums the cells… more

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

10. Reporting Export - Excel total rows should add up formula column values

    If I have a report and a column is a formula.

    When I export that report to excel, the column has the underlying formula in each cell.

    The column even has that formula in a cell that is in a total row. This is okay if the formula is a percentage, but never if the formula is an amount.

    A total row with an amount should always be the total of the cells above it. Never any other formula.

    Other column types (such as date), do not suffer this issue, they will correctly insert a formula that sums the cells above it, for a total.

    Please fix the excel export so that it will correctly total the amount cells above it in the total row, even if the column is a formula column.

    If I have a report and a column is a formula.

    When I export that report to excel, the column has the underlying formula in each cell.

    The column even has that formula in a cell that is in a total row. This is okay if the formula is a percentage, but never if the formula is an amount.

    A total row with an amount should always be the total of the cells above it. Never any other formula.

    Other column types (such as date), do not suffer this issue, they will correctly insert a formula that sums the cells… more

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

11. Enable Xero payroll to include an MTD ITSA category

    It would appear that Xero payroll does not include a facility to enter a MTD ITSA category. When running the MTD quarterly report the employee costs do not therefore link.

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

12. corporation tax return uk

    For small business users in UK who have been submitting their corporation tax returns to HMRC and Companies House using the HMRC online filing service, can we have that functionality in Xero, please? Now that the online filing service is closing, we are stuck with a choice between other filing software (expensive) and paying accountants to file for us (even more expensive). It would be great if Xero could pick this one up, so we can file direct from Xero in the same way as for VAT returns - covering both HMRC and Companies House (including iXBRL) requirements.

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

13. MTD itsa income and expense report needs identifying 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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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

14. Report Distribution

    It would be useful, as someone who has to produce 40+ reports as apart of month end, to add a recipient to each report (similar to that of invoices) and send the reports via email thorough Xero with the option to send as PDF or excel attachment. It takes a lot of time to manually save, rename and send out each report. It could work similar to the email option on invoicing.

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

15. cash flow

    In the Cash Flow Manager overview, include the option to filter based on the AI projection for 'cash in' including the overdue receivables. The AI projection is available on the 'cash in' tab, however, that tab doesn't include subtotals (like the overview tab does and this is very helpful) and also doesn't include the ability to filter by the AI projection. Both would be very helpful.

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

16. Display the Accounting Basis (Cash/Accrual) prominently on reports instead of hiding it under "More"

    Hi Xero Team,

    I'd like to suggest a small user interface improvement that would significantly improve the reporting experience.

    The Accounting Basis (Cash vs Accrual) fundamentally changes the meaning of reports such as the General Ledger, Trial Balance and GST reports, yet it's currently hidden under the "More" menu.

    As a business that reports GST on a cash basis, I recently spent several hours reconciling my BAS, General Ledger and Trial Balance because I unknowingly compared reports prepared on different accounting bases. Once I discovered the hidden setting and changed the report to Cash, every figure reconciled immediately.

    The Accounting Basis is one of the most important report parameters because it changes the values shown throughout the report. It should be displayed prominently alongside the report date range and other key report settings rather than being hidden under "More".

    Even something as simple as displaying:

    Accounting Basis: Cash

    or

    Accounting Basis: Accrual

    at the top of every applicable report would immediately alert users to the report basis and help prevent unnecessary reconciliation work.

    This would be a small interface change that could save users significant time and confusion, particularly businesses reporting GST on a cash basis.

    Thank you for considering the suggestion.

    Hi Xero Team,

    I'd like to suggest a small user interface improvement that would significantly improve the reporting experience.

    The Accounting Basis (Cash vs Accrual) fundamentally changes the meaning of reports such as the General Ledger, Trial Balance and GST reports, yet it's currently hidden under the "More" menu.

    As a business that reports GST on a cash basis, I recently spent several hours reconciling my BAS, General Ledger and Trial Balance because I unknowingly compared reports prepared on different accounting bases. Once I discovered the hidden setting and changed the report to Cash, every figure reconciled immediately.

    The Accounting… more

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

17. Start Date in Employee Contact Details

    Can you please add Start Date to the Employee Contact Details
    This will Help when entering payroll leave accruals at the end of the financial year for long service leave. Especially when there are a lot of employees - Save time looking up start dates.

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

18. Tweak the 'Finalised' and 'Filed with IR' Box Colours

    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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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

19. Contact statement showing payables and receivables outstanding

    Contact statement showing payables and receivables outstanding with detail of outstanding items. Currently have to run 2 separate reports where a customer is also a supplier.

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

20. non-tax client with a beneficiary schedule 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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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂