Practice Manager | Jobs - Ability to update job Tax Return is associated
Ability to transfer tax return link to other jobs. we have created a tax return in the wrong job or want to transfer the return to another job. Would be great if the hot link can be disconnected and reconnected to a different job.
Lillian Oh
shared this idea
Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
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Samantha Cotton
commented
Xero please consider this sooner rather than later, as its one of the most frustrating things about Xero - that if an accountant has created a return in the wrong job it has to be deleted and re-created again rater than simply moving it.
Yes i also second making it mandatory for returns to be created within a job as we too have the issue of some accountants not following procedures and creating tax returns without a job and then we cant link it with the appropriate job.
Should be an option like you can move time sheet entries to different jobs.
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Jade Fisher
commented
If not in the near term plans, then developers should at least consider having a global setting that makes the job number mandatory (obviously for practices that don't use XPM it can be switched off). We have staff members that continually create a return without attaching it to a job at all, no matter how much we tell them to. The only solution at present is to delete the return and start a new one, which is a huge waste of time and causes us to run out of swear words on a regular basis.
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Melissa Soares
commented
Yes this would be very time consuming! Having multiple jobs under the one client and then having the automatic AS & tax return selected this makes it painful when the automatic AS & tax returns land in the incorrect job. You select automatic as you don't want to forget it needs to be done, but when being put in incorrect job then it is painful to delete the whole thing and re-enter again in new job under the same client.
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Sam Caltabiano
commented
This would be very good to have and a great time saver
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Kezia Eman
commented
Yes please allow to transfer tax return from one job to another job without having to start from scratch each time someone makes a mistake
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Kavindra Hewapathirana
commented
We need to be able to add tax return to a job after its created in case someone forgets to do that when they set it up
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Dot Elavaiygh
commented
When automatic activity statements sometime populate in a different job to intended, or a tax return for a client is created under the wrong (client's) job it's tedious to remove and redo the entire thing in the correct job especially when it comes to billing. Please allow the option to move a lodgement that is still in the draft state to another job.