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XPM | AU Tax - Automatically email lodgment confirmation to clients

I'd love to have the ability to get XPM to email clients once their returns are lodged to confirmed it has been done. So many clients ask for confirmation and emailing each one takes time, a simple email from xero would be great.

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Naomi Burgess shared this idea  ·   ·  Report…  ·  Admin →
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  • Sue Rogers commented  ·   ·  Report

    Agree! This is so needed. Its a very time consuming manual task when you have a load of clients.

    Yes and also notification for us when clients have authorised a BAS to be lodged. I will be staying with Gov Reports until Xero can offer this as these are non-negotiable features for my business.

  • Marlaina Young commented  ·   ·  Report

    I just reached out to Support on this as well - it would be great to have the ability for clients to be automatically notified once their Activity Statement has been lodged via Xero Tax, or at least have a confirmation notice that we can manually email to them. Any updates on this would be appreciated!