7 results found
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Tax Manager - Bulk actions for selected tax returns.
The ability to select multiple tax returns that are completed and have the quick action to approve or move it to out to sign or to sign state in the old Xero Practice Manager - Tax Manager is great. Unfortunately, this was removed in the new Beta version. Please bring this back.
It's annoying to file a tax return we need to open one by one. Ok if we only have 1 or 2. At some point we can have more than 10 returns to lodge at the same time.
16 votesHi team, appreciate all the sharing on bulk actions in Tax Manager. It is helpful to hear how this impacts your workflow when managing multiple returns.
Our team is keeping a close eye on feedback around Tax Manager and exploring ways to bring the ability to select and action multiple tax returns at once to life.
We’ve moved this idea to In Discovery. We recommend keeping an eye on this Xero Central article for more information on what’s coming next in Tax Manager. We’ll keep you posted as things progress, and your votes and comments continue to show us how important this is for the community.
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Tax Manager - Counts of items in categories
All, Draft,Completed,Approved, To sign etc... each of these are now on the left side instead of the old version of them on the top - which is fine. BUT
In the old version I could see I had 10 to approve and the admin team could see they have 12 to send out. Can we have the numbers back?
See mockup
15 votesGreat to hear you using and sharing back on our Tax Manager beta experience, Matthew.
Our product team are closely monitoring the feedback on this here, and as you may have seen this is a feature we have plans for developing, so I'll keep you updated on it's delivery here.
You can find out more, and see what else is coming to this experience from our Xero Central article. Thanks!
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IRD's Live Filing Statistics as a Widget
With the XPM link to MyIR START, is it possible to have IRD's live filing statistics for the agency as a widget.
5 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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XPH | Tax Manager - Column showing outcome
In Tax Manager, Option to multiselect tax forms and lodge button. Similar to the Old tax returns window. It will be nice to have a column showing outcome for the form such as $$$ payable or Refundable. This will be more efficient.
4 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Tax Manager – Include ATO clients missing from XPM/Xero Tax in the Ready To Start list
The returns ready to start from the ATO list need to also contain clients on ATO list not in xero tax so that we can use this list as our master list to clean up ATO clients/add new ones that may have been missed.
2 votesHi team, we can see how having the Ready to Start list in Tax Manager to include ATO clients missing from XPM/Xero Tax could make cross checking your clients list more efficient. Using this list as a single source to clean up or add missed clients sounds like a practical way to reduce extra steps.
This idea is now in Gaining Support, so it’s open for the community to vote and comment. If this would help your day-to-day work, we encourage you to add your vote and share your perspective—hearing how it could help in different situations gives the Product team a clearer picture of its value.
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Ready to Start tax returns should not show up in existing jobs
"Ready to Start" tax returns should not show up in existing jobs. We have all these tax returns that are showing up in Job that are not related to the client, Individual Tax Return showing up under an Activity Statement Job for a company that is completely unrelated. If they tax returns placeholder is going be added it should only appear under the client tax return tab, not in an existing Job. And there should be away to turn it off.
2 votesHi Christopher, thanks for feeding back on your experience with new Tax Manager that's currently in beta.
Our product team are staying very close to the feedback here, and keen to better understand your idea - Would the 'unrelated' client that you've mentioned all be part of the same client group? If so, is there a purpose to the grouping they are a part of?
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Tax Manager - Include prior year returns in Ready To Start
Prior year returns from ATO list that are not lodged need to be in the ready to start list.
1 voteHi Natalie, appreciate your idea about including prior year returns in the Ready to Start list. We can see how this could make workflows in Tax Manager a bit more straightforward.
We’ve moved this to Gaining Support, so it’s now open for the community to vote and comment. Hearing how others might use this helps us understand the broader need.
Our Product team is interested in more ideas for Tax Manager, so if you or others have thoughts on ways to improve it, feel free to share them. Thanks for getting the conversation going.
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