3 results found
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Tax Manager - Save Filters
You can apply filters, but it would be good to be able to save filters so that they can be used again. Basically the same function that is in Job Manager.
8 votesHi team, really good to hear your feedback on what could improve your experience with new Tax Manager which is currently in beta.
We're listening to the feedback we're receiving about this from our community and while not in the works just yet, the ability to save custom filters is a feature we plan to develop.
You can get more of a view of what's to come in Tax Manager through Xero Central, and I'll keep you updated here once this idea progresses with the team.
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Tax manager - filter by Partner & Manager
Be able to filter the tax manager list by Partner & Manager
28 votesThanks for your feedback here, everyone. We appreciate hearing how we can keep developing Tax Manager to better your experience.
As you may be aware Tax Manager is currently in beta and was released early for some users so you could access ready to start returns and the lodgment widget.
We're currently working on other features to build on this feature and you can stay up to date with what's in the pipeline on our Xero central page.
Filtering by partners and managers is on our radar too, and I'll shift the idea to Accepted for now, and be sure to share any progress for this here.
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XPH | Homepage - Show tax Filing Errors
In the current/old XPM, the system would let you know on the home page if there was a filing error on a tax return. This meant you were able to see and sort this quickly. Can we please have a Taxes widget which includes a notification when there is an error in a tax return marked as signed (so we can fix things asap).
38 votesAppreciate the feedback and hearing what information would be most useful for you on the new Xero Partner Hub homepage.
This is something our product team have eyes on for the longer term but there are a few other pieces of work lined up first.
For now we'll continue to track interest of this here and I'll share as soon as there are any updates.
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