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.
Zoe Grant
shared this idea
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Jason Fishlock
commented
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
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Jen Heath
commented
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.