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  1. VAT Reconciliation - Ability to view tracking category

    49 votes

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    14 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks so much everyone for the votes, comments, and continued interest in this idea over such a long time. It’s clear this has been on people’s minds for a while, and we really appreciate everyone who has taken the time over the past three years to share context, use cases, and support. 😊

    Given the ongoing interest and the value in the discussion so far, we’re moving this into Gaining Support so it can keep building momentum and visibility. Please keep the feedback coming — the more detail we have on customer impact, use cases, and urgency, the easier it is to show why this matters.

    Thanks again for sticking with it and helping keep the conversation alive.

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    Jordan Cooper commented  · 

    Hi Kelly.

    We have a number of client's that use tracking categories to split different divisions of their business. Currently they are using nominal codes (adding references to the nominal), but this still requires manual intervention which is time consuming.

    The issues with account transactions and filter is that this only picks up the transactions in the VAT period, so late claims are excluded from this report, again requiring manual intervention this way.

    I have spoken with other Xero users and clients, with the majority saying it would be useful for any Xero client that uses different divisions via tracking categories.

    A potential solution to this would be to simply show the tracking categories within the detailed report of the VAT return. The user would be able to export this report to excel and can then apply filters to split the VAT return with ease.

    Let me know your thoughts.

    Jordan Cooper shared this idea  ·