Personal Tax (UK) - Tax adviser details
Ability to auto-fill tax adviser details for all clients (as agents) rather than manually adding the details for each tax return/year.
Abhaas Sarvaria
shared this idea
Hi everyone, thanks for the on-going interest and engagement in this idea. As mentioned in our last update - tax adviser details will roll forward into the next year for each client, once added.
However, our product team do appreciate how auto-filling the tax adviser details would make things more efficient.
While we don't have immediate plans, this is something our teams are taking a closer look into solving for Xero Tax (UK) Personal tax.
I'll be sure to come back and keep you updated of any progress in this space.
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Paul Colman
commented
Seriously?! Do I have to manually add the same tax adviser's details on every new tax return client? Isn't this a simple fix for the Xero wizards?