Practice Manager | Custom report - Open client tax return
1/ we want a green xero report showing
- relationship (director of, partner of, etc)
- green xero tax refund/payable
- noa refund/payable
- noa received or not
(CX0015092225)
2/ we want to open the tax return form itself in the green xero custom reports. So far you can only open the client profile. (CX0015076350)
3/ can you make all date columns in dd/mm/yyyy format instead of having to export to csv to achieve this? (CX0015075617)
4/ can you have a column to show client's bank account details on xpm profile, and client's bank account details disclosed in the tax return? (CX0015035480)
Christopher Le
shared this idea
Hi Christopher, few ideas rolled up in the one here. We ask that each idea be separate on the product ideas forum so others in the community know exactly what they're voting for and we can share with the correct product teams, and keep you updated on any progress on the site.
Also appreciate you referencing your case numbers with Xero Support however they don't really help others in the community.
For your idea on adding more fields to the report - we have another here that you may like to also join and vote on.
I'll update your idea here to reflect your second request for being able to open a clients tax return form within Practice Manager.
I welcome you to create individual posts for your other 2 ideas here also.