AU Tax - Ability to set up alerts / notifications for tax returns
Ability to have alert when action is required for a tax return
Purpose: being able to react and action items quickly when needed. Prompted rather than manual checking.
AdminXero Team
(Admin, Xero)
shared this idea
Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how important proactive notifications could be for managing tax returns efficiently. We've moved this to Gaining Support, which means the community team have reviewed the idea and it's now open for community support through votes and comments. This is a great opportunity for others to add their voice and share how this could help their workflow. Keep the feedback coming!
-
Zoe Giles-Jones
commented
If "Yes" is selected for TOFA in the IDS, Xero Tax should automatically prompt completion of TOFA disclosures in Item 8.
Ensures compliance and avoids missed disclosures.
-
Zoe Giles-Jones
commented
Idea:
Xero Tax should automatically detect when a trustee beneficiary (TB) statement is required (e.g. when a trust distributes to another trust without a family trust election or interposed entity election).
The software should prompt or block lodgment if a TB statement is missing, similar to other compliance checks.
-
Kayla Hardie
commented
agree - i would like it if we could select multiple clients on the "out to sign" tab and then select a button "send another signature request reminder" to all selected.
this would be handy once the 3 reminders have already gone out - and the client still hasnt signed and it reverts to manual reminders
-
John Back
commented
Agree totally, we should also be able to generate a list from each column in returns. IE a list of filed returns, list of draft etc
-
Cassandra Ferris
commented
Further, when a return is rejected by the ATO and appears in the Error tab of the Returns section of Xero Tax, an email should be triggered to alert the tax agent so that the error can be actioned immediately.