Practice Manager | Jobs - Warning when completing/closing job with active tax return
Job with live Tax Record – it would be good to receive a warning when completing (or cancelled) a job that has a live tax filing
1
vote
AdminKelly Munro
(Community Manager, Xero)
shared this idea
Hi community, we’ve created this idea based on feedback we’ve heard, to help improve your workflow in Xero Practice Manager.
The suggestion is to add a safeguard that prevents jobs from being closed when they’re still linked to an active tax return. We believe this would help reduce errors and support smoother compliance processes.
This idea is now in the Gaining Support stage. Your votes and comments will help us understand how valuable this feature is to the wider community and guide future improvements. We’ll keep you updated here as things progress.