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AU Tax - New client's information are automatically filled for tax return

It would be very helpful that when a new Tax Return for a new Client is created that the Clients mobile numbers and emails are put in by default and we have the option to set a default for the Clients bank details & postal address to always be selected.
I know that the information carries on from the previous year regarding the address and bank details but if the information is supplied on the new client profile before the Tax Return is created it should automatically select the Clients Information.

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Zoe Grant shared this idea  ·   ·  Report…  ·  Admin →
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  • Sally Ho commented  ·   ·  Report

    Please make it happen... it doesn't seem to be a very difficult change to the smart technical team.

  • Daniel de Zwaan commented  ·   ·  Report

    Yep no-one wants thousands of letters being sent to the wrong address.

  • Xero Ideas at GT commented  ·   ·  Report

    This causes issues where the user has inadvertently forgotten to change the option, and the ATO then sends mail to us when it should have gone direct to the client.

  • 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.

  • Jason Fishlock commented  ·   ·  Report

    Prefill contact name of partner or manager to the Tax return cover page.

    Purpose: To help with changeover of managers of clients and when there is staff turnover or promotions of staff.

    As currently goes it rolls over from the prior year return and a change in staff or manager require it to be changed manually. Having the contact name prefill from the client details page when the update of a new manager is allocated to the client. This can be set to be either the partner or manager through a check box stating which name to prefill.

    Also even having a check box in a section if the partner wants to be the contact for every return can be added to do this practice wide for every client

  • Jen Heath commented  ·   ·  Report

    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.