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AU Tax - Practice wide ability to choose Default Postal Address to be Client Address

Allow a practice-wide setting to default postal address to client's postal address/main address, rather than agent address. Same applies to phone number and e-mail address.

I'll admit I'm brand new to Xero Tax, but the returns I have created so far default to Agent Postal Address, whereas all of my returns always use client postal address. Instead of having to toggle/switch this for every return (and in due course no doubt missing one at some point), it would be great to have a practice wide setting. "On Tax Return forms, postal address should default to [client address]/[agent address]".

Similarly, my agent mobile number is flowing through to the return, instead of the client's mobile number (which is what the ATO actually wants to have shown). The client's e-mail address similarly does not flow through from their client listing to their return.

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Jen Heath shared this idea  ·   ·  Report…  ·  Admin →
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  • Yvonne Smith commented  ·   ·  Report

    I have been caught with this too where the ATO has changed client postal addresses without us intending to do that, and then having to handle the clients mail unnecessarily. This would be a good feature.

  • Laura Bond commented  ·   ·  Report

    Xero - Is there any update on this enhancement?

  • John Back commented  ·   ·  Report

    Clients mobile needs to show on front cover

  • Scott Bailey commented  ·   ·  Report

    Agree. We have around 10,000 clients so this would be a major time saver

  • Leon Stephan commented  ·   ·  Report

    Absolutely essential what a waste of time as is.

  • Dale Edwards commented  ·   ·  Report

    Absolutely agree. This is creating extra work for us since we switched mail to client address to save our team spending time on unnecessary work that clients don't value (getting mail, opening, scanning, and then sending to client).

  • Olga Millar commented  ·   ·  Report

    100% This should be an option to default the postal address to Client. This has been very annoying to keep changing it on the cover section of each return

  • John Back commented  ·   ·  Report

    I agree, we should be able to decide defaults like postal and bank details
    Some agents want their account as default, some want clients bank details.
    Same applies for postal address.

  • Team Taxaroo commented  ·   ·  Report

    This is a much needed update and hope to see it implemented going forward.