Xero tax(AU) - Hide sensitive information when printing returns
In Xero Tax when we save the completed tax return for the client as PDF for email, is there an option to hide other sensitive information in addition to the TFN, such as date of birth, address and bank details.
Shan Su
shared this idea
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Xero Ideas at GT
commented
Would be beneficial to have this as a printing option that could be toggled on or off depending on the circumstances.
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Jessica Dabraio
commented
This is an important feature request .... being able to hide the bank details is vital for client security.
Could Xero just show an asterisk with the last 4 digits of a client's bank details on the cover and declarations section to protect this information ?*xxxx
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Duncan Warnock Accounting
commented
This is an important feature request .... being able to hide the DOB would be really good
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Michelle Wilson2
commented
Could Xero just show an asterisk with the last 4 digits of a client's bank details on the cover and declarations section to protect this information ?*xxxx
If the client wants to check that all other information is correct, they can contact us, but no other person accessing the tax return (bank/financier etc) will be able to see the full bank details.
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Oriel Kraska
commented
Absolutely agree, you should be able to redact sensitive information when printing & downloading returns.
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Zoe Dyson
commented
Agree, removing other sensitive information throughout the return and schedules should be added as an option when you download or print a return
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Justin Fletcher
commented
Agree, removing other sensitive information throughout the return and schedules should be added as an option when you download or print a return