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  1. NZ Tax - Ability to hide tax credits or remove from archived clients

    Tax credits of Archived clients show up in reports. It would be great to remove tax credits from them.

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    0 comments  ·  Xero Tax  ·  Admin →
    Existing functionality  ·  AdminGeorgia Clarke (Admin, Xero) responded

    Hi Gordon, thanks for your suggestion regarding the ability to hide tax credits for archived clients in your reports.

    This is already possible within Xero. While there isn't a specific way to remove tax credits, you can achieve your desired outcome by setting the criteria of the report itself to exclude archived clients. This will hide all archived clients from the report view. 🙂

    We acknowledge that this workaround hides the client from the report, but you still cannot entirely remove tax credits from an archived client's record in Xero. If this specific feature is still something you need, please let us know by replying here so we can revisit classifying this as an idea for future consideration.

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