Xero Tax - Import and export tax returns
It will be great if Xero tax can allow users to import & export to & from (from other tax software providers, i.e. HandiTax, MYOB etc.)
Jennifer Cheng
shared this idea
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Don Green
commented
Also to export draft tax returns from Xero Accounting and Tax Practice subscription that only does accounting for client to another Xero Tax Practice subscription that does the tax returns for that client.
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Katie Shaw
commented
Please allow Accountants to merge previous tax returns with full schedules from Handisoft to xero tax. The only solution here is to pay xero to do so. I have had the conversion for the 2021 FY ready for 2022, however a few Accountants still used Handi during this time. When I asked for another conversion, xero was hesitant and said this couldn't be done. When I asked if I can convert the files myself, they said this couldn't be done.
The only advice was to individually add each tax form with all schedules manually, marked as filed then the data is ready for the next FY. Happy to do this for 1 or 2 clients, not over 3,000.