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.
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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