XPM - Sync updated client information via Xero to the ATO Portal
It would be good if we could update client info changes such as change of address or bank account changes directly in Xero that would then update on the ATO Portal. Having used this in another accounting package, it is an extremely efficient process that make sure the client info is updated at both sites. Making these changes directly through the ATO portal gives no (or very little) audit trail.
Jo McGrath
shared this idea
Hi Jo, thanks for sharing this great idea for improving practice efficiency. We understand how valuable a better audit trail and a more streamlined process would be for keeping client details up-to-date.
We've reviewed your suggestion to have client information updated in XPM, such as addresses or bank details, sync directly with the ATO Portal. This idea is now ready to gain support from other community members.
Along with votes, others can now comment to share how this direct integration would improve the workflow and data accuracy for their own practice. 🙂
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Office Siragusa
commented
Clients are constantly having issues receiving notifications of their PAYG statement. The clients who do not receive a notification (neither do we for our client) are the clients who have the ATO channel as "ATO Online" listed in the Client Communication (on the ATO portal). I have been on the phone countless times with ATO about this "Channel" and it is concluded that this does not go anywhere. To stop this, we have had to manually update the client's communication preference to email, or call through to the ATO again and have it changed to paper.
I was hoping there was a way to have the email address listed in the Xero Tax Return sync from the lodged return, to the ATO portal automatically. This way, we know the email address is active for the client as they have used it to sign their returns, therefore will successfully receive a notification from the ATO when the QRTly PAYG notices go out to clients, thus avoiding "ATO online" channel.
It would be a huge help to clients and stop the calls through to agents trying to help clients access these communications which failed to reach the client.
Details such as addresses and bank account details already sync from the TR to the ATO portal.