AU Tax - Tax Return details shown at summary level
To have a column in the return screen that shows the detail of the tax return (e.g. estimated tax payable / refundable and / or the Taxable Income amount).
Purpose: To make the accountant easily review the tax summary returned.
AdminXero Team
(Admin, Xero)
shared this idea
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Christopher Le
commented
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Christopher Le
commented
and to add a filter setting so we can filter out the payables vs the refundables
Also the same idea was posted here https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/47507228-xpm-xero-tax-show-refund-payable-amount-in-clien
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Sharnette Josephs
commented
It would be great to see the tax refund/payable next to the tax return in the client view, tax returns tab, saves opening up the tax form. Would also be good to see the assigned staff member in the jobs tab in client view, saves clicking into job.
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Stacey Nitschke
commented
This would be extremely helpful. Nothing worse than having to open up the tax return to find the outcome of the return, especially when you are checking multiple returns. If this could feed into the Tax Return screen in XPM under the client it would be amazing.
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Jacqui Roberts
commented
All Returns - Filed Tab - please add amount of tax payable/refundable column
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Janet Sgambellone
commented
This would be a useful addition to the Tax Returns tab in the client details screen.