summary
I want a report to be generated from Xero tax where i can view the total number of personal tax returns along with the bifurcation of tax returns on the basis of their current status. For instance, the report should have the total number of tax returns that need to be completed for the tax year 24-25 and then the breakdown of the same as per the status.
Shivangi Dwivedi
shared this idea
Hello Shivagni!
Thanks for submitting your idea about generating a report on personal tax return statuses.
We've classified your submission as Feedback because the title was too vague, and the functionality you are requesting largely exists in the product today.
You can already achieve a report that shows the volume of personal tax returns and their current status using the following tools:
- Xero HQ/Tax Dashboard
- Tax Return Status Report
If you feel the existing reports are too complicated or lack specific data, you could use a title like this when resubmitting:
Xero Tax Reporting - Enhance Tax Return Status Report with Consolidated Summary View
All the best!
