Practice Manager - Automatically create returns when recurring job is created
The option to have a draft automatically created when a recurring job is generated. Such as for GST and AIM.
It would be very helpful by saving time and assist us in making sure they are all filed.
26
votes
Roxanne Fox
shared this idea
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Harpreet Singh
commented
Automatically Create Tax Returns based on the entity type to the recurring yearly jobs.
Hoping if there is a way to get XPM to add the tax returns for an entity and related party when the recurring job is created for each tax type associated to the entity i.e. if its a company then it attaches that financial year's tax return to the job along with the tax type for the associated parties to the same job. This, of course, to be setup once and may need to be tweaked.
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Jill Fryer
commented
anything to speed up the setting of draft returns
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Rachel Kilgour
commented
This would be a great help