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AU Tax - Custom Cover Letter Placeholders

For Tax return cover letters to have the ability to use the merge field 'Tax Form Due date' from the client record screen. Currently this placeholder is not available to Tax Return Cover Letters.

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Kirsty Brody shared this idea  ·   ·  Report…  ·  Admin →
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  • Nicole Pelser commented  ·   ·  Report

    I think IAS/BAS Cover letter should be separate and additional merge fields for GST/PAYGI should be available.

    Also the Cover Letter Tax form section should allow the option to add Individuals with Capital Loss

  • Daniella Allen commented  ·   ·  Report

    Any update on having the TTR cover letter pulling a contact name field instead of the trustee name on the tax return?

  • Melissa Walton commented  ·   ·  Report

    Still not avaliable - Xero really seem to have stopped with even the most basic of enhancements to XPM.

  • Kath Elston commented  ·   ·  Report

    We would like to add in the details of FTC and PAYG withholding into our cover letter too!

  • Carol Reilly commented  ·   ·  Report

    I agree. I would also like to see more placeholders available in general, if certain fields like refund amount can be coded, why not other fields, for example GST from a BAS statement. There needs to be more flexibility to pull additional fields from all tax returns.

  • Jasper Cao commented  ·   ·  Report

    The naming placeholders for CTR and TTR should allow the individual contact's full name as well as first name to come on the cover letter.

    Right now the Client_Contact_Name placeholder pulls from the Public Officer's Given Name only from Tax Return Cover page under Item 5.

  • Natalie Lennon commented  ·   ·  Report

    I cannot believe the letters do not have this! This is absolutely critical!!!

  • Kelly Howard commented  ·   ·  Report

    would like to add the Partner as the signing option. You can only add manager or tax agent