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For accountants & bookkeepers: Xero Tax

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AU Tax - Ability to set up alerts / notifications for tax returns

Ability to have alert when action is required for a tax return

Purpose: being able to react and action items quickly when needed. Prompted rather than manual checking.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Kayla Hardie commented  ·   ·  Report

    agree - i would like it if we could select multiple clients on the "out to sign" tab and then select a button "send another signature request reminder" to all selected.

    this would be handy once the 3 reminders have already gone out - and the client still hasnt signed and it reverts to manual reminders

  • John Back commented  ·   ·  Report

    Agree totally, we should also be able to generate a list from each column in returns. IE a list of filed returns, list of draft etc

  • Cassandra Ferris commented  ·   ·  Report

    Further, when a return is rejected by the ATO and appears in the Error tab of the Returns section of Xero Tax, an email should be triggered to alert the tax agent so that the error can be actioned immediately.