Xero Tax (UK) | Tax payment reminders
I use Xero Tax to prepare all my self-assessment returns for clients and I'd like to send out a reminder this month of the POA due at the end of the month along with their UTR references. Is there any way to produce a report from Xero Tax summarising this information by client which could be exported to Excel and used as basis for a mail merge? If not, this would be really helpful and presumably, as the information is already held in Xero Tax to generate the Payment Reports this should not be very complex to develop. Thanks
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Michelle Hayden-Garner
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