Xero tax - Separate 'Client To Sign' & 'Tax Agent to Sign' lists
The current 'To Sign' list is a combination of tax returns that might be out for signature with the client, or ready for the tax agent to sign. At the moment there is no way for our tax agents to tell which tax returns are ready for them to sign.
Lara Crowdey
shared this idea
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Cyrille Petrie
commented
Do my tsx
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Alana Macklin
commented
I agree, this is quite a jumble of return status, would be very helpful to separate by tax agent and client to sign tabs
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Elise McKinnon
commented
This needs to happen!
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Jodi Levitt
commented
Critical to our firms organisation
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Kellie Venning
commented
Critical to our firms organisation
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Catherine Licciardello
commented
This would be extremely useful for our practice.
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Taylor Howie
commented
Critical to our firms organisation
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Rachael Booth
commented
Critical to our firms organisation
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Brhee Christensen
commented
Critical to the organisation & tracking of jobs
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Shannon Musumeci
commented
This is criticial to our organisation. Differentiating between whether the client is to sign or the agent is proving very hard to track.
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Leigh Anthonisz
commented
Great suggestion
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Judy Taylor
commented
Critical to our firms organisation
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Carly Caspanello
commented
Critical to our firms organisation
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Fiona Christensen
commented
Critical to our firms organisation
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Kathy Kalmar
commented
It would be time saving and convenient if we could add a Tax Agents signature on tax returns before printing and/or sending out to clients.
Is this something that can be done?