AU Tax | Income Tax Client Report - Field to add Jobs and view progress
We have an Income Tax Client Report (ITCRPT Report) which links to the ATO and shows us who still needs to be lodged and their due date. We would like to add jobs to it so we can see the progress of their associated tax return job. Xero Support have advised currently, it is not possible to include any extra details to the ITCRPT Report.
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Petra Main
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Petra Main
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We create a new compliance job for the next FY upon completion of the current compliance job, for capacity planning and scheduling purposes. But we need to reconcile that against the Lodgement report to ensure we haven't missed any clients. Currently that's a very manual task, but would be much more efficient if the Income Tax Client Report had a field showing the active compliance jobs. Thanks.