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  1. VAT - Ability to sort, filter and search from within tax rate or tax box

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    16 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for engaging us on the idea here.

    As previously shared - right now, the transactions report on the VAT return can be exported, fro which you can sort, search or filter transactions.

    However we appreciate the improvements this could have if available in Xero.

    This is something our product team have picked up and are working through. For now, we'll move to In development and I'll keep you updated on it's delivery here. 🙂

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    Keith Knowles commented  · 

    As an accountant I have to forward the reports to clients to request their confirmation that they are satisfied that the return can be submitted. The amount of data can appear overwhelming to the client. In addition to the original suggestion can I also suggest two additional improvements:
    1 Include a page break in the Transactions by VAT report at each VAT box number change so it is clear where the section starts
    2 (I appreciate this is more) include a report of the larger transactions so those items can be viewed in isolation as a final check.

    Keith Knowles supported this idea  ·