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1. Xero Tax (UK) - Make available to businesses, not only to Partners

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   132 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we've got a bit of an update we'd like to share with you all here.

   Some of you may have already seen, following the closure of CATO, we’re launching a new simple accounts production & tax solution for small businesses. This'll be available as a paid annual add-on from August 2026.

   With this solution you’ll be able to file your micro company accounts and corporation tax returns directly to HMRC from inside Xero, using data from your organisation in one simple flow.

   The feature doesn’t replace the more powerful, flexible tools you use with your accountant or bookkeeper. If your advisor files on your behalf, nothing changes.

   This solution is for small business owners handling their own corporation tax, this means less time wrestling with separate tools and a simpler, more streamlined way to stay compliant.

   If your tax needs get more complicated or you need more support, we encourage you to use our Advisor directory to connect with an advisor.

   Hi everyone, we've got a bit of an update we'd like to share with you all here.

   Some of you may have already seen, following the closure of CATO, we’re launching a new simple accounts production & tax solution for small businesses. This'll be available as a paid annual add-on from August 2026.

   With this solution you’ll be able to file your micro company accounts and corporation tax returns directly to HMRC from inside Xero, using data from your organisation in one simple flow.

   The feature doesn’t replace the more powerful, flexible tools you use with your accountant or bookkeeper. If your advisor files on your behalf, nothing changes.

   This solution is for small business owners handling their own corporation tax, this means less time wrestling with separate tools and a simpler, more streamlined way to stay compliant.

   If your tax needs get more complicated or you need more support,… more

   Yangbin Ma supported this idea  ·  11 September, 2024

2. Reporting - Report that shows Repeating Invoices

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   102 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report. 

   We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.

   As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations. 

   For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store. 

   While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific repeating invoices report. 

   We appreciate your understanding, and if there's any change for this in the future we'll share an update with you all here. 

   Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report. 

   We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.

   As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations. 

   For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store. 

   While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific… more

   An error occurred while saving the comment
   Yangbin Ma commented  ·  12 July, 2023  ·  Edit…  ·  delete…

   1. Able to copy repeat invoices;
   2. Able to sum up monthly total;

   Thank you.

   Save Submitting...
   Yangbin Ma supported this idea  ·  12 July, 2023