Xero Tax - Notify if client's Bank Account details are missing before filing
A section in Tax on XPM it notifies you that an ITR doesn't have bank account details entered before filing.
This will help solve the issue of filing tax returns with missing client bank accounts for refunds.
2
votes
Daniel Deryan
shared this idea
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Maurice McKinnon
commented
Hi Xero,
Please CHANGE errror checking to STOP the lodgement of tax returns without a bank account.
In short, make it that you MUST have a bank account shown or the return WONT lodge