Xero Tax (UK) - Roll forward data to subsequent years filings
When preparing the second and subsequent years filings in xero tax for accounts and taxation, bring forward the settings, notes, tagging, engagement letter dates into the next year to save re-entering it all again
12
votes
Claire Davis
shared this idea
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Zoe Giles-Jones
commented
The future year returns require to be lodged prior to 15th June as per ATO requirements/specifications.
If the return is not filed before then, then the team will need to re-enter the information onto the new 2025 tax form
There is not a button to merge the future year into the new 2025 form and this would be a new feature request