Personal Tax (UK) | Ability to change default on tax returns for collecting tax via PAYE to 'no'
It is frustrating that the default is set as 'yes' to collect tax via PAYE in xero personal tax returns. This would be the exception rather than the rule for our clients and it's very easy to miss this when preparing the tax return. It's unhelpful that we are unable to change the default to 'no'.
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Sue Lake
shared this idea
Hi community, thanks for raising this with us. The personal tax return should default to `No` but we discovered an issue where this was not happening correctly, when rolling forward data from the 2022/23 tax year to 2023/24.
I can confirm that a fix for this has now been released, so that any subsequent tax returns created will be set to No, as long as Yes was not selected in the prior tax year.