AU Tax - Tax Return details shown at summary level
To have a column in the return screen that shows the detail of the tax return (e.g. estimated tax payable / refundable and / or the Taxable Income amount).
Purpose: To make the accountant easily review the tax summary returned.

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Beth Clarke commented
It would significantly improve efficiency if the Tax Returns tab in the client record displayed the payable or refundable amount alongside the existing details (such as return type, year, and status).
Currently, users need to open each individual return to check whether a client has a payable or refundable amount. This is time-consuming, especially when reviewing multiple returns across the client base. Including this information at a glance would streamline workflows, assist in faster client queries, and improve visibility for the team.
It would also be useful for this information to appear in the ‘All Returns’ view, allowing for better management and tracking across the practice.
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Marina Skaftouros commented
Not sure if it exists or not, but it would be great to be able to log into a client's tax return tab and see the payable / refund results next to the year of the return instead of having to log into them one by one. I've created a very rough view of what I mean with the additional column on the right (client's name has been changed for security reasons)
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Christopher Le commented
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Christopher Le commented
and to add a filter setting so we can filter out the payables vs the refundables
Also the same idea was posted here https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/47507228-xpm-xero-tax-show-refund-payable-amount-in-clien
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Sharnette Josephs commented
It would be great to see the tax refund/payable next to the tax return in the client view, tax returns tab, saves opening up the tax form. Would also be good to see the assigned staff member in the jobs tab in client view, saves clicking into job.
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Stacey Nitschke commented
This would be extremely helpful. Nothing worse than having to open up the tax return to find the outcome of the return, especially when you are checking multiple returns. If this could feed into the Tax Return screen in XPM under the client it would be amazing.
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Jacqui Roberts commented
All Returns - Filed Tab - please add amount of tax payable/refundable column
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Janet Sgambellone commented
This would be a useful addition to the Tax Returns tab in the client details screen.