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For accountants & bookkeepers: Xero Tax

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Xero Tax (AU) - Ability to hide client / contact fields

Ability to hide more sensitive data from staff.

I have an employee who works overseas. Currently I think we can only hide the TFN details but it would be good to also be able to hide date of birth, address and now Director ID details.

They do not need to see all of the sensitive data when preparing tax returns so it would be good to have some options of what data we can hide from employees.

Thanks

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Kamil Pekenti shared this idea  ·   ·  Report…  ·  Admin →
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  • Chantal Miller commented  ·   ·  Report

    Can our firm suggest hiding DOB before downloaded or printing a return. This will provide more security to the client.