SIGNATURE PAD

It would be great if you could attach a signature pad to the computer so that a client can sign their Tax Returns on the spot without having to print the Tax Returns for the client to sign.

We love the convenience of digital signatures however some clients don't have their emails on their phone, don't have email addresses at all, or just refuse to sign electronically via email when they can just sign their documents when they are in the office.

We think that having the option to sign an an electronic signature pad, like you do at the bank or post office would be a great option that would suit both the client and the office staff.

Following on from advice from IRD. Is this something that is easy enough to create?

See email from IRD.....

We are getting a number of customers to our Front of house (reception) who require a printed barcode to make their payment at Westpac. As you might expect, many of these customers are elderly and it has been some effort for them to go to Westpac only to find they need a barcode to pay so they come to see us… before heading back to Westpac with their printed barcode.

Most have, in the hot little old hands, a lovely letter from their tax agent telling them how much to pay and by when. Some tax agents have even told their clients the various ways to pay including online or in person at Westpac, including that they will need barcode …including the link to generate one. However, the reason that these customers need to pay at Westpac is because there are either technologically illiterate or unconfident.

Could I please humbly request, that when notifying your clients of the amount to pay that you either include a copy of IR’s statement/notice of assessment, which includes a barcode, or that you generate the client a barcode https://www.ird.govt.nz/managing-my-tax/make-a-payment/ways-of-paying/paying-at-westpac for them to take to Westpac with their payment to save them tripping around the countryside.

Allow a practice-wide setting to default postal address to client's postal address/main address, rather than agent address. Same applies to phone number and e-mail address.

I'll admit I'm brand new to Xero Tax, but the returns I have created so far default to Agent Postal Address, whereas all of my returns always use client postal address. Instead of having to toggle/switch this for every return (and in due course no doubt missing one at some point), it would be great to have a practice wide setting. "On Tax Return forms, postal address should default to [client address]/[agent address]".

Similarly, my agent mobile number is flowing through to the return, instead of the client's mobile number (which is what the ATO actually wants to have shown). The client's e-mail address similarly does not flow through from their client listing to their return.

Have the ability to send a copy of the actual message/links sent to a client to our own email when we we send something for e-signing via Xero Sign. Adobe sign has this option.
This would help us because:
1. It is a professional requirement to keep a copy of all correspondence sent to clients.
2. It also would help when they call and have a question about what to do if you could have the exact copy in front of you to step it through with them.
3. When they dispute what was written in the text part of the email (eg we told them to make a payment), we have no copy and can't access or retrieve what was sent.

Prefill contact name of partner or manager to the Tax return cover page.

Purpose: To help with changeover of managers of clients and when there is staff turnover or promotions of staff.

As currently goes it rolls over from the prior year return and a change in staff or manager require it to be changed manually. Having the contact name prefill from the client details page when the update of a new manager is allocated to the client. This can be set to be either the partner or manager through a check box stating which name to prefill.

Also even having a check box in a section if the partner wants to be the contact for every return can be added to do this practice wide for every client