- Welcome
- Feature Requests
- Payroll Feature Requests
- Accounting
- Small Business
- Using Xero
- AU Payroll
- UK Payroll
- App Reviews
- NZ Payroll
- Using Xero Connected Apps
- Tell us how we're doing

You can still view topics in the Xero Business Community to see all the useful knowledge that’s been shared there; and you can restart conversations you feel have been of huge value to you on Xero Central.
If you have brilliant ideas for innovations, you can keep on adding feature requests in the Xero Business Community, and voting on existing requests. There’s more in store, as we come up with the best way to take on your thoughts and share developments

Invoices/Bills - Override tax amount on line item where tax differs from tax rate percentage
Started by Matthew Woolnough in Feature Requests | Under Consideration
Would love the ability to override per line item the gst calculated rather than have to figure how much the gst inclusive cost is and then subtract that from the total to the amount with no gst included at all. Bank link has this feature which comes in handy for those with clients in food sales and health care
Regards
Matt

Thank you all who’ve been in touch through the form to date, we’re validating the detail and will be in touch soon.
Over the next couple of months we’ll monitor usage and evaluate whether to fully open this feature to all of the AU region. I’ll come back once this has been confirmed to let you all know the next move here. :)

For those with an organisation on the Australian version of Xero we’re pleased to extend an opportunity to adopt the tax adjustments feature that we've previously release to organisations on the UK and Global versions of Xero
Tax adjustments let you change the tax amounts calculated on a transaction in Xero.
For more details of what it is and how you can use it, there’s information in Xero Central
If you’d like to use tax adjustments for your Australian Xero organisation please complete the online request form before 16 December 2018.
We’ll be checking requests and turning on tax adjustments to approved organisations from 17 December. We can only enable tax adjustments for organisations we can locate in our systems, and confirm the request is from the subscriber. We will send an email to the subscriber when tax adjustments have been enabled.
As always, there’s some (not so) small print and things to be aware of:
- If you use a Xero accounting partner - check in with them first.
- We recommend you use the new BAS in Xero with tax adjustments (eg Lodge BAS or Simpler BAS)
- If you use the older Full BAS calculation worksheet method keep adjustments to .99c or below to ensure the BAS amounts are correct. If you use the new BAS, there are no worries, the BAS amounts will be fine for whatever adjustment amounts you apply.
- Tax adjustments is available in ‘classic’ invoicing. If want to invoice and use tax adjustments, you’ll need to use classic invoicing. It’s not available yet in new invoicing.
- If you need to contact our support team please be sure to note that you have the tax adjustment enabled.
For those wanting this for New Zealand or US, there are other complications. Having met the need in most places it’d be good to get a refreshed sense of those specifically in NZ or US that’d make use of tax adjustments. Please create a new request for this, which you’re welcome to share to others who are interested.


no some transactions in australia (sorry not sure where you are and have had replies from o/s people who didn't quite understand the problem) dont have the full 1/11th GST. eg you might spend $105 including GST on health products and it only has $5 GST not 9.55, so in all the other software like banklink and myob you can manually override per line, in xero unfortunately you have to figure out what amount has gst on it and what doesnt and enter it over 2 separate lines. a complete pain in the behind.
regards
matt

If others are keen on this, please vote. In the meantime, here's is how you'd achieve this if you're in the same situation.
To ensure the correct GST entries for the Activity Statement, work out the portion included that’s GST free, and record it separately on the invoice.
Using the example above for $105, where only $5 GST is included - $55 out of $105 is subject to 10% GST, and the remaining amount, $50 is GST free.
When you record this transaction in Xero, select that the Amounts are 'Tax Inclusive' and enter separate detail lines:
$55, select tax rate GST on expenses
$50, select tax rate No GST (use No GST if you require this amount to be reported as a GST free purchase on your BAS. If you wish to exclude it from BAS, use ‘GST Exempt’)


I have as similar issue but slightly different and need some advice please.
I have a bill from a supplier that has a credit applied after the subtotal and GST application therefore the GST is higher than 10% as a percentage of the value.
i.e.
Invoice Cost $573.43
Credit $94.28cr
GST $54.75
Other Charges $4.05
Total Invoice $537.95
See attached link
I am using Shoeboxed, which is preventing the transactions form coming in to Xero as the value is rejected by Xero so I have to re-calc the GST value down to 10% of the total invoice value.
How do I then add the additional GST in?

I have tried to enter the details of these transactions now by adding the credits etc and there was still a GST variation from the standard 10%. I think this is because there are certain elements that make up the invoice cost that are GST Free Expenses (it's for AGL Electricity charges).
When entering the first transaction I got presented with an + expansion option on the Bill which opened up a column to manually enter GST amounts. BINGO I thought, it just made the adjustment at the bottom of the invoice.
See Screen Shot
http://https://docs.google.com/file/d/0B4hoOTk4ExuoSTlHTHZ6V0YzQUk/edit?usp=sharing
Then I tried it again thinking I had cracked the issue and now the + option does not appear?
See Screen Shot
http://https://docs.google.com/file/d/0B4hoOTk4ExuoUWp3VTNhUXhEa1E/edit?usp=sharing
I'm now pretty confused and hoping someone can shed some light on how to get this option back or why it appeared in the first place?

To be honest, for me, it's almost a big enough issue for me not to change over from MYOB. Decisions, decisions...


I've attached some screen shots to show how we've done it. Specifically I've added examples of South Australian vehicle registration @Mitch.
Registration 1 - directly imported from Shoeboxed...I just accepted all of the GST and descriptions as we really don't need the detailed breakdown.
Registration 2 - directly imported from Shoeboxed...manually set and entered all of the figures, GST and descriptions to provide the detailed breakdown.
Electricity 1 - directly imported from Shoeboxed...manually set and entered all of the figures, GST and descriptions to provide the detailed breakdown.
Hope this helps.

For example; with importations of inventory.
1. 1st November: Payment is transferred to supplier for inventory purchase
2. 30th November: Inventory arrives and clears customs (and GST is charged on original purchase)
So how do you reconcile correctly and include GST when 50% of total customs bill is is just GST!?


A quick single one line entry with the ability to manually input the correct gst amount is a must and can't see how it is a big problem if MYOB can do it!!
This is a NZ issue as well




Xero, please add the ability to manually amend the sales tax component of a transaction. Not having that functionality goes a long way to making tax report within Xero ineffective and inaccurate. Please please please...


I'll focus on the Aussie side as thats what the OP is about and do appreciate there are other regions touched on in comments.
In a nutshell, to address this it's more about around updating Xero for different Activity Statement reporting options and methods.
Xero Activity Statement and GST
Xero currently uses the calculation worksheet method for Australian GST and Activity Statements; GST is 1/11th of an inclusive transaction value, regardless of the GST rate used or value calculated.
EG you had a 5% GST rate in Xero (available now) or override the tax amount (we could turn on for AU), the calculation worksheet method Activity Statement would calculate GST as 10% as intended.
Activity Statement updates required
So, the issue is more about ensuring the amounts flow through as they need to for reporting on an Activity Statement.
To properly support non 10% GST or override tax amounts, we need to offer an additional Accounts method option. This method takes the actual tax amounts from transactions and *11 to obtain an inclusive gross amount. (It's basically the other way around from what the calculation worksheet does.)
This is on the cards for us with the new reporting engine we're developing; an updated Activity Statement, different methods, linking to accounts and payroll etc. We just can't really offer these updates until we're well progressed with the roll out.
Non 10% GST rates and Activity Statements until we offer the additional option
Whilst we do not offer an Accounts method, we suggest using split line transactions. This has been explained earlier in the thread by Catherine.
This approach ensures the right amounts go to the Activity Statements and it works ok. It can be a pain if you have a significant volume of transactions where GST is not 10% or some other GST rate agreed with the ATO.
We've updated our GST rates for Australia since Catherine posted, but the logic is the same. http://help.xero.com/#GSTChanges
Xero and GST on Imports
In respect to GST on Imports, Xero caters for this already by using a specific tax rate(s) without you needing to split the transactions lines. Check out help centre for more information: GST on Imports Australia and separately New Zealand.
Hope this helps explain, cheers Tim





Here is a comment I added to the Xero blog about this recently;
"As the person that enters all the data into Xero for both of our businesses I’d love to see the usability improved. The thing that I find most frustrating is the lack of calculation function in Xero. For example, one of our businesses is a restaurant and many of the receipts have a GST and a non GST component. The only way to enter this currently is to enter the total amount and then for the GST amount get a calculator and multiply the GST amount by 11 to get the total for that line and then when I go to the next line for the amount that is non GST I have to calculate the total minus the GST amount. I find this so tedious and bizarre for such a forward thinking software as Xero. As I understand most other accounting software autocalculate and autofill these amounts. Another thing that would help is if Xero recognized a particular Contact/Supplier and then autofilled the lines based on history, for example, type in Melray Meats add the total and the lines autofilled. This would make the job of the data importer so much easier. I’ve written in the forums periodically about this over a couple of years since we switched to Xero and every update I wonder if this will be the one to make data entry easier. Is this on the list of to do’s?"








Please highlight this issue as priority. We are in Australia and many goods and services in our industry (real estate) are not strictly 10%. We would love the ability to alter GST on individual items entered.


Our bill was $128.88 inc GST. The GST component was $99.28!!! So the actual cost of services (Telstra bill ... they always mess GST up!) was only $29.60. Crazy stuff.
Anyway the work around:
Expense a/c: Telephone (GST free exp) $29.60
Expense a/c: GST (or whatever your GST a/c is called) (GST free exp) $99.28
Subtotal $128.88
GST $0.00 (but it shows the $99.28 under the GST Chart of accounts if you look)
Total $128.88
This means there is no GST listed at the bottom, but if you go and check the GST a/c it shows up just fine! I hope this helps someone else :o)


For instance, the tax comes out to $16.5564.
I am billed for $16.56 (it rounds up due to the 6 in the above)
But xero shows my tax amount as $16.55 (it just seems to knock the last two numbers off the number without rounding.)



Leif Nelson

So the work behind the scenes has been done by xero - just need to turn it on in Global

There should be a supper user GST override where the GST can be set to what ever necessary.
I receive Health care goods with some items GST excluded so GST can be anything between 0-10%. My overseas shipping invoices have up to 80-90% GST as GST is not based on the invoice but on the value of the goods shipped.
Xero has to handle that! Can't understand why this hasn't been address yet.
Urs Burkart

Christ this discussion has been going on since October 2012.
Xero get off your ass and get it fixed!!!!!!!!

Please implement this one on global. We have it in UK version and it works well.
Alan

Rod Stuart

Similar situation. Trying to account for items such as business motor vehicle insurance. The GST does not seem to be 10%.
I am still having trouble figuring it out. As for example - The amount before GST is $72.79 and then adds GST of $6.62 Totalling $79.41 including GST. This is obviously not the standard 10% GST rate. So makes it hard to account for in Xero.
Thank you
Aaron

Some programmes use the subtotal to work out the gst not on a line by line basis & if you try to intergrate you will get conflicting conclusions. The people at Xero have seen complaint regarding this since 2012(xero forums) & if their approch is correct have not advised their partners/ third party developers to the irregularities or refuse to accept their glitch & correct the situation.
Frustrating
R:)
Rod Stuart

We have to pay collected sales tax on a monthly basis. Ability to adjust the tax amount will greatly relieve this pain.



Entering purchase invoices is taking around 3-4 times longer than it used to in SAGE. Largely this is because I can't overwrite the VAT amount. I have a large number of invoices every day that include an insurance premium, so part of the invoice is non-vatable and the other part is vatable. I am having to create two extra lines for each invoice. The problem is that there is no subtotal on the purchase invoice for the non vatable amounts, so I am having to manually add up every invoice I receive. I am having the same problem where roundings on invoices make the VAT amount 1p different, and sometimes put the whole invoice out by 1p. And again, a problem when reclaiming mileage expenses where only the fuel element is vatable. I know there are ways round all these things, but having the ability to overwrite the VAT calculation would make it so much easier and would make much more sense.

It would be fantastic if we could manually enter sales tax. I just came across a receipt from duty fee's that are primarily added GST but I have no way to manually enter the GST. The Total is 520.04, but the GST is actually 109.01.

😔
Colleen






not being able to have accurate sales tax reporting seems a bit crazy for business accounting software. and fundamental.

http://postimg.org/image/81h751ejt/


Xero get off your and get it fixed!!!!!!!!

ride the gst tax amount


This was a request back in 2014. Why is this still an issue?
Request to open up the Sales Tax line. This way we can have the option to automatically calculate or just manually put in the sales tax.
This is helpful for sales contracts for contractors.







It's insane that correct VAT and totals are on a 4 year old request list of an accounting software.
Even more so as this was fixed in the UK version of xero.

I don't get why this is so hard to implement - just let us override the value if we need to or add a field called tax adjustment or something where we can put in a minus amount.. yeesh

Sue

So gst is worked out line by line, that is fine as I understand that Xero needs this to happen for certain things. But because it rounds the gst up and down per line it means the gst on the total can be out. Can't Xero do the final gst calculation based on the ex gst subtotal and fix any issues the line by line gst created using some behind the scenes fix its we don't see.




Would really like the feature to over ride tax amounts as not all items are taxable or have different tax percentages. using multiple lines is time consuming and very difficult come tax remittance. The Sales Tax report wont work. You need to add up all the GL's etc.
GET ON IT!

This drives me nuts having to enter 2 lines all of the time! It makes it so time consuming and complicates all of my records. I cant find whole transactions when i search after exporting in excel, I dont know what I have broken up and what I haven't broken up into 2 lines!

Well there is a lot more competition since 2012 and I might just vote with my feet.
Xero get off your arse and get it fixed!!!!!!!!





Unfortunately you have to do this the hard way, till Xero fix this problem. I have designed a formulated Excel spreadsheet for my own use, I breakdown the cost based on its VAT/GST elements and let the formulas do the job then I enter the data line by line (copy and paste) into Xero. I can hear you saying this is double the job and the effort needed, but this way I can keep an eye on the tax elements and compare it to my spreadsheet to make sure system has worked out and registered a correct Tax. As I use Xero for my VAT and annual reports to HMRC, I need to be very careful that my GST/TAX is reflect correctly in the accounts.
Spend some agonising time and setup a spreadsheet, you wont' regret it.
Good Luck.
I hope Xero enable this functionality as this is currently defeating the object of "Doing Beautiful Business" with Xero.

I posted the original question but it was more for rounding purposes.
For your situation, could you just change the tax account to "GST free item" for those lines which don't carry GST? I do this for any wheelchair components as they do not attract GST either.

There are 2 methods around how to calculate the GST to report to the ATO on the BAS.
1 - The calculation worksheet method for the BAS in Xero Business today, which takes gross/inclusive of GST values and dividing them by 11 to get the GST amount to report to the ATO.
2 - The Accounts method for the BAS, which takes the actual GST amounts on the transaction to report to the ATO, (derive an inclusive amount multiplying it by 11.)
EG. Lets say you have a transaction of $110 inc of $5 GST (you've overridden the tax amount with some new functionality, or the tax rate is in fact 5%) .
Using on the Calculation worksheet method for the BAS (1) , you'll report $10 GST. Because $110/11 = $10. It's the right calculated amount. But wrong amount compared to the transaction.
Using the Accounts method for the BAS (2), you'd report $5 GST. Which is what you want in this case.
Appreciate that this may be needed by other regions as well, we'd just need to have made the Activity Statement changes for Australia to support it. In the interim, you can split the transaction lines to ensure the GST is calculated correctly (which yes I know is a pain.)
Hope that helps and not too nerdy. Thanks for all the feedback too, it's great to know people want this and we do intend to look at the BAS soon to support the accounts method (amongst other things.)





Tired of the work arounds.
Marie

Would be a great addition to have the ability, to enable/disable, in company settings if the system automatically rounds bill.
When entering a bill, and its total (on the right hand side), the system will automatically round if there is a variance of +-0.1 cents.
If the company settings can be disabled, then rounding will not occur.
We have many times where users enter bills and have type errors, and thereafter reconciliation to the bank is close to impossible task.

Need to be able to override the GST amount in Xero please!


Can you help me understand this a bit more, have you already paid the insurance up front and you are just spreading the whole payment over 12 months or are you paying off the insurance monthly? Are you on cash or accruals for GST?
If you have paid the amount in full i reccomend making a prepaid insurance account on the balance sheet and coding the bill to this account making sure that you have broken down the insurance bill by having 1 line for the 10% GST component (GST on Expeneses) and 1 line for the stamp duty component ( GST Free Expenses ). You can then manually journal out each month 1/12th of the net insurance amount to insurance eg dr insurance cr prepaid insurance.
If you are paying the amount off monthly i would suggest that you do the following going forward
Set up a reoccuring bill in Xero and have the bill split out the GST (GST on exepenses) and Stamp Duty component (GST Free Expeneses).
You can then match the reoccuring bill to your live bank feed.
Please note that this will change slightly if you are on an accruals basis as you will want to claim the GST up front and not in every payment.
I hope this helps
Cheers
Ian


Tax seems to be a cent out sometimes. I'll have a total of 2500.00, then it will have 13% tax (Ontario Canada HST) being calculated at 324.99 instead of 325.00. Throws the total due out by a cent and several clients have raised concerns about the total being wrong. This has only been happening for the past few months. I'm sure it's because it's calculating tax on each line rather than just calculating the tax on the taxable total. But totaling the rounded amounts will lead to issues like this. Surely this can be corrected?

Having this option in the Reconcile page as well would be even better!

Please could you calculate the GST correctly, based on the legal requirement of having the calculation based on the sub-total, not per line. This is extremely irritating and also creates the impression that one is over-charging. Currently this is a problem on around 50% of the Xero invoices I'm dealing with per month and I find this level of failure unacceptable.
Regards
Bea


I'm not interested in an override option as that still leaves having to calculate the GST for every invoice to see if it's correct and then putting in a manual fix..hundreds of invoices every month.. not much fun! I'm interested in them getting it correct in the first place as my company's supposed to be saving money with this programme, not having to do things manually. We're about to go onto Xero and I'm baulking because of the extra work that'll be involved. One of our companies is already using it (hence the 50% failure figure). It's not a good look with customers as it seems like we're "crooking".

I use the supported app "Harvest" for time tracking and invoicing (based on time). It generates invoices and calculates GST (10%) based on the invoice total, not per-line. It then sends out the invoices to my clients, and copies the invoice data to Xero.
Problem is, Xero then recalculates the GST per-line, and rounds the GST per-line to the nearest cent, so sometimes the GST total amount in Xero doesn't match Harvest.
The client then pays the invoice, and it's not the correct total according to Xero, so I have to make minor adjustments to write off 1c here and there. This is compounded by the fact that I can't adjust the GST in Xero. Having to make these minor adjustments is an annoying step that shouldn't be necessary.


"Hi Mat
Thanks for sending through the screenshots, they were very helpful.
Please note that in Xero, GST is calculated separately on each line of the invoice, bill etc. These line amounts are then rounded to the nearest cent. The GST on the overall transaction is total of the individual line GST amounts.
As you are aware you can adjust the total GST by adding a rounding adjustment, either as another line on the transaction, or when reconciling it.
This approach is consistent with both ATO requirements and other accounting software applications. However, it can mean the Total GST on the overall transaction varies by a few cents, when compared to an amount calculated on total taxable amount of the transaction. This small variance can be adjusted by a rounding adjustment if needed.
As you are using an Add-on to bring Invoices across, Xero will still follow the approach above with regards to rounding,
Since Harvest designed the integration with Xero, it would be best to discuss this issue with them to see of they can adjust the rounding to match that of Xero.
I have included a link below to their website.
Harvest Website: Connecting to your Xero account
If you have any further question splease feel free to contact us."



I really would like to know why xero simply refuses to fix this. This thread is 4,5 yers old and nothing happens.




Not only is open but the community has actively and repeatedly asked for this feature.
Xero has not done anything about it for almost FIVE YEARS
I therefore doubt that Xero listens to the community's requests.



Shame on Xero and their management team that they do not appear to be concerned about their clients as well as producing a software that is fit for purpose.
All of us have been duped into buying a package that doesn't do what it should thanks to superior marketing... well at least Xero got that right.
Posted 4th August 2017

I do want to reiterate what's been previously mentioned - although it may not be practical for everyone here, calculating tax on a line-by-line basis is completely legal and within regulation.
In tow, for AU organisations if we were to allow an override function right now your GST in the BAS would be incorrect! - We are currently working on simple BAS that will remove this issue a little down the line.
On a nicer note, I'm pleased to announce that we recently extended the tax adjustment feature that's available in the UK edition to the Global edition of Xero. Now, when working in the global edition of Xero you'll be able to adjust the tax if not quite correct by clicking the small '+' icon in the Tax Rate column which'll open the Tax Amount column - More detail in our help centre :)


I cant be sending invoices to customers where the total is simply incorrect.
Trying to pretend its not broken because it is legitimate way of calculating tax does not stop it being broken.
Fix it.
The override idea is not a solution it is a work around
Solution : round the line items, calculate the total from the unrounded line items.

And here was the response from the customer:
"Thank you for your invoice. We regret to inform you that it is incorrect due to the following reason:
1) The GST and Total amounts in AUD are slightly incorrect. Please amend the amounts as per below:
Subtotal: 38,337.43 AUD
GST: 3,833.74 AUD (the exact 10% out of 38,337.43 AUD)
Total: 42,171.17 AUD
Please amend your invoice at your earliest convenience.
Should you have any questions or concerns, please do not hesitate to contact us."
My question/concern is levelled squarely at Xero - how the heck can I amend the tax so that it actually appears as exactly 10% of the sub-total? I know it's only 3 cents but it was enough to cause the customer to reject the invoice!!
WHEN ARE YOU GOING TO FIX THIS ISSUE????

There is a box with a "-" in the top of the "tax amount" column. When you click/open it it let's you change the tax amount.

I didn't mention that I am based in Australia, using the Australian version of Xero. Which version are you using? Perhaps it's different to mine?



1) GST/tax isn't always the same %, but Xero can only apply 10% or 0% (in Australia), with no ability to adjust. As per the original posts above, we currently have to split items into two (one with GST, one without) to force the GST to be correct if it's less than 10%. This generates a lot of unnecessary work.
2) Xero calculates GST per line item, rounds this and then sums the line item GST amounts to get total GST. This can cause the total GST to not equal 10% of the total ex.GST amount.
This tax adjustment workaround mentioned by Kelly above would help with both, but is really required for 1).
The calculation of GST per line item is really a separate issue. I'd love to see this changed as well, as it causes me issues with invoices generated by a supported "Xero Connected App" called Harvest (time based invoicing app), which calculates GST on the total ex.GST amount. These invoices are then automatically copied into Xero, which then recalculates the GST per line item (rather than just accepting the GST as calculated by Harvest), so sometimes the GST on my invoices sent to my clients (from Harvest) don't match the total in Xero. That's how dumb this issue is.
Re: issue 1) though - there is a comment from Kelly above: "In tow, for AU organisations if we were to allow an override function right now your GST in the BAS would be incorrect!"
I struggle to see how being able to adjust the GST on a line item to be the actual GST paid as per a receipt can cause our BAS to be incorrect. We're effectively doing that now anyway by splitting line items into two (one with GST, one without) to get the GST to match anyway. The override would just save us a lot of work.
Are there any plans to roll out this tax adjustment feature (let's call it a work around ....) to the Australian version?


In some instances a tax invoice will include VAT-able and non-VATable items. At the moment we have to split each of these payments and then, even though the expense might be going to the same account, we have to split the line item into the vatable and zero-rated portion. If you add a 'manual VAT input' feature, the user can manually override the VAT and on say a R108 VAT invoice, allocate only R8 VAT to the line item if that is the case, instead of having to split the expense in two and input the expense twice.




To make matters worse, the new expense claim functionality does not allow that either. Both Receipt Bank and Expensify allow that but that is an additional cost to use them


I really don't "give a" anymore - its been going on for years and not one reply from Xero its self. I would have thought 147 requests from a sample perspective would stir Xero a tinge - but no.
Anyway I suspect we will move away from Xero shortly.
Rgds

1. I have just started using Xero and trying to process a Purchase Order into a bill. Suppier Invoice shows GST total is $123.31 and Xero Bill wants it to be $123.33 !! With no way of adjusting the Xero GST line amount, what else am I supposed to do and when will there be a fix??
2. The Xero line total for the product purchased should allow an input which automatically calculates the per item amount. When ordering items in 12s or carton quantities, it's not always possible to put a dead accurate per item cost and I think this might relate to point 1. Example: I order a carton of 500 apples which cost $112.35. I should be able to enter $112.35 in the total for that line and Xero should automatically calc the per item amount.
3. I actually think Xero have not coded GST correctly as per Australian law - that is GST at a rate of 10% is applied to the TOTAL SUM of all items (not calculated per line item then added together). This is a major problem you need to fix ASAP! I have a sample invoice where I can prove your billing calc is out by 2c because it does not calculate Australian GST TAX correctly.
Xero management - this is a core fundamental requirement that you must get onto immediately and provide a fix so the GST tax line can be adjusted or you must fix the way invoicing calculates GST appropriately. I can not understand how this has not been fixed or even coded right in the first place!



Great stuff given it was first posted by me in 2012!
How can you as a representative of Xero post a sincere reply after 6 years!!!
What a joke.

For those with an organisation on the Australian version of Xero we’re pleased to extend an opportunity to adopt the tax adjustments feature that we've previously release to organisations on the UK and Global versions of Xero
Tax adjustments let you change the tax amounts calculated on a transaction in Xero.
For more details of what it is and how you can use it, there’s information in Xero Central
If you’d like to use tax adjustments for your Australian Xero organisation please complete the online request form before 16 December 2018.
We’ll be checking requests and turning on tax adjustments to approved organisations from 17 December. We can only enable tax adjustments for organisations we can locate in our systems, and confirm the request is from the subscriber. We will send an email to the subscriber when tax adjustments have been enabled.
As always, there’s some (not so) small print and things to be aware of:
- If you use a Xero accounting partner - check in with them first.
- We recommend you use the new BAS in Xero with tax adjustments (eg Lodge BAS or Simpler BAS)
- If you use the older Full BAS calculation worksheet method keep adjustments to .99c or below to ensure the BAS amounts are correct. If you use the new BAS, there are no worries, the BAS amounts will be fine for whatever adjustment amounts you apply.
- Tax adjustments is available in ‘classic’ invoicing. If want to invoice and use tax adjustments, you’ll need to use classic invoicing. It’s not available yet in new invoicing.
- If you need to contact our support team please be sure to note that you have the tax adjustment enabled.
For those wanting this for New Zealand or US, there are other complications. Having met the need in most places it’d be good to get a refreshed sense of those specifically in NZ or US that’d make use of tax adjustments. Please create a new request for this, which you’re welcome to share to others who are interested.

please rectify immediately.
Kind Regards



£8.00 inclusive of 20% VAT is £1.33 VAT
£8.00 exclusive of 20% VAT would calculate £1.60 VAT as you would like it to.
On a transaction in Xero, you can change from an Inclusive to Exclusive amount
Here's the information in Xero Central on how to do this and how that works.

We need the override on expense claims please.

Yes, I think you're right. Whilst some expense type transactions in Xero supports adjusting tax amounts, like Bills and Spend Money - what the majority of discussion on this thread is about; Expense Claims in Xero doesn't support changing the tax amount for any region yet.
I've let the product team developing new Expense Claims know you've raised this and I'd suggest you create a new/specific request for this , as there are other expense claim specific requests being tracked.
Thanks



15 Dec 2018

Thank you all who’ve been in touch through the form to date, we’re validating the detail and will be in touch soon.
Over the next couple of months we’ll monitor usage and evaluate whether to fully open this feature to all of the AU region. I’ll come back once this has been confirmed to let you all know the next move here. :)

I have Xero in NZ and need to override the GST proportion from 15% to 7.5% for farming purposes. How do i do that?
Thanks
Nadine

My company import goods and our logistic paid this GST for us. We do need to adjust tax amount on per invoice because the GST amount varies each time while the logistic services fee is fixed. They showed on the same invoice. I do hope you can enable this feature to the public. Because I don't think it is meaningful for Xero to control the tax rate since Xero is not ATO.

@Nadine, Sounds like you need a tax rate to calculate GST as 7.5%. You can create a custom GST rate in your NZ edition of Xero for 7.5%. Heres some information in Xero Central for how you can do this.
@Daisy - yes this is a common scenario for people that import goods to Australia and GST is calculated by customs agents on the goods being imported. Xero has a dedicated tax rate called GST on Imports to make handling this scenario easier.
More information on this is in Xero Central
If you still need a hand reach out to our Customer Experience team.
