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AU Tax - New client's information are automatically filled for tax return

It would be very helpful that when a new Tax Return for a new Client is created that the Clients mobile numbers and emails are put in by default and we have the option to set a default for the Clients bank details & postal address to always be selected.
I know that the information carries on from the previous year regarding the address and bank details but if the information is supplied on the new client profile before the Tax Return is created it should automatically select the Clients Information.

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Zoe Grant shared this idea  ·   ·  Report…  ·  Admin →
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  • Elias Yacoub commented  ·   ·  Report

    Stop Tax returns Defaulting to the Accounting Firms Physical Address, overriding the clients address! Very annoying.

  • Steve Barwick commented  ·   ·  Report

    This is a matter of urgency. If you forget to change the address on the front cover of the tax returns then you end up getting all the mail for the clients. This should automatically default to the client address and phone number. This way the ATO will not hound the tax agents with incessant phone calls and mail which should be directed to the client as this is the only way the clients will take any notice.

  • Sally Ho commented  ·   ·  Report

    Please make it happen... it doesn't seem to be a very difficult change to the smart technical team.

  • Daniel de Zwaan commented  ·   ·  Report

    Yep no-one wants thousands of letters being sent to the wrong address.

  • Xero Ideas at GT commented  ·   ·  Report

    This causes issues where the user has inadvertently forgotten to change the option, and the ATO then sends mail to us when it should have gone direct to the client.

  • Yvonne Smith commented  ·   ·  Report

    I have been caught with this too where the ATO has changed client postal addresses without us intending to do that, and then having to handle the clients mail unnecessarily. This would be a good feature.

  • Laura Bond commented  ·   ·  Report

    Xero - Is there any update on this enhancement?

  • John Back commented  ·   ·  Report

    Clients mobile needs to show on front cover

  • Scott Bailey commented  ·   ·  Report

    Agree. We have around 10,000 clients so this would be a major time saver

  • Leon Stephan commented  ·   ·  Report

    Absolutely essential what a waste of time as is.

  • Dale Edwards commented  ·   ·  Report

    Absolutely agree. This is creating extra work for us since we switched mail to client address to save our team spending time on unnecessary work that clients don't value (getting mail, opening, scanning, and then sending to client).

  • Olga Millar commented  ·   ·  Report

    100% This should be an option to default the postal address to Client. This has been very annoying to keep changing it on the cover section of each return

  • John Back commented  ·   ·  Report

    I agree, we should be able to decide defaults like postal and bank details
    Some agents want their account as default, some want clients bank details.
    Same applies for postal address.

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