Xero Tax | Return - Re-arrange/Re-sort Line Items
Would love to be able to re-arrange line items in Tax Returns as we have everything listed in alphabetical order. In HandiSoft, we could click and drag lines.
Example situation:
Shares in 2020
BOQ
CBA
WBC
Shares in 2021
ANZ
BOQ
CBA
WBC
To add in ANZ, we need to delete BOQ, CBA and WBC, add in ANZ and then re-add BOQ, CBA and WBC. Very time consuming if there are multiple lines to add.
Maneesha Marzol
shared this idea
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Nicholas Richardson
commented
It would be a great QoL update to be able to reorder the line items within returns generated within Xero. When carrying forward items from prior years being able to add new items and accounts between the existing items would allow accountants to more efficiently prepare the returns and reflect any accompanying FS.
In the current state if you would like to add a new expense such as course fees between the consulting and filing fees accounts you would need to update the entire list carrying down each proceeding account one by one rather than simply adding one item and moving it to the desired position.
The function would hopefully operate in a similar manner to moving lines in manual journals and invoices/bills in the standard xero.
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Paul Howlett
commented
This functionality exists in the Manual Journals in Xero Blue, so we know that they're totally capable of implementing the feature.
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Maneesha Marzol
commented
@Janelle Sawtell, yes absolutely :) Ideally I'd like all lines for all items in the Tax Return to be moveable
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Janelle Sawtell
commented
This feature would also be useful in D1-15 Deductions area as well.