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Xero tax(AU) - Hide sensitive information when printing returns

In Xero Tax when we save the completed tax return for the client as PDF for email, is there an option to hide other sensitive information in addition to the TFN, such as date of birth, address and bank details.

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Shan Su shared this idea  ·   ·  Report…  ·  Admin →
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  • Brett Andrews commented  ·   ·  Report

    Very important to minimise the risk and need to be sending sensitive data and especially to the banks whos do not accept many to receive information such as fusesign or dropbox

  • Marina Bowler commented  ·   ·  Report

    Xero is the biggest player in tax return preparation which holds so much confidential information. Bank details, date of birth and maybe even address details should be hidden

  • Cara Hall commented  ·   ·  Report

    Very important to minimise the risk and need to be sending sensitive data and especially to the banks whos do not accept many to receive information such as fusesign or dropbox.

  • Marina Bowler commented  ·   ·  Report

    If any email gets hacked and clients bank account details are accessed, xero will be called into question for not having the feature to hide this info

  • Cara Hall commented  ·   ·  Report

    New AML/CTF legislation is pending and information provided on these returns which are readily sent via email pose a notifiable breach.

  • Xero Ideas at GT commented  ·   ·  Report

    Would be beneficial to have this as a printing option that could be toggled on or off depending on the circumstances.

  • Jessica Dabraio commented  ·   ·  Report

    This is an important feature request .... being able to hide the bank details is vital for client security.

    Could Xero just show an asterisk with the last 4 digits of a client's bank details on the cover and declarations section to protect this information ?*xxxx

  • Michelle Wilson2 commented  ·   ·  Report

    Could Xero just show an asterisk with the last 4 digits of a client's bank details on the cover and declarations section to protect this information ?*xxxx

    If the client wants to check that all other information is correct, they can contact us, but no other person accessing the tax return (bank/financier etc) will be able to see the full bank details.

  • Oriel Kraska commented  ·   ·  Report

    Absolutely agree, you should be able to redact sensitive information when printing & downloading returns.

  • Zoe Dyson commented  ·   ·  Report

    Agree, removing other sensitive information throughout the return and schedules should be added as an option when you download or print a return

  • Justin Fletcher commented  ·   ·  Report

    Agree, removing other sensitive information throughout the return and schedules should be added as an option when you download or print a return