Xero Partner Hub

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1. Client still shows as needing to sign when they have signed. Then agent needs to click "sign". They should be having to click "file".

   Client still shows as needing to "out to sign" when they have signed and returned BAS.
   Same shows after refreshing or logging out and in again.
   The agent option showing is to click "sign" (which would be on behalf of client instead of client)
   Correct step should be the signed activity statement showing click "file".

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   0 comments  ·  Tax Manager  ·  delete…  ·  Admin →
   Feedback  ·  AdminAnis Anuar (Admin, Xero) responded

   Hi Michelle, thanks for sharing this feedback. It sounds like there may be some confusion around why documents remain in a “To Sign” status even after the client has signed.

   In Xero Tax, both Tax Returns and Activity Statements require two steps before they can be lodged: the client’s signature and the agent’s declaration. After the client signs, the status stays as “To Sign” until the agent also completes their part.

   When you click Sign as the agent, you’ll see a declaration statement. Selecting OK is what records your digital signature as the registered agent. Once both steps are completed, the document will move forward and be ready for filing.

   You can find more detail in our support article on the return workflow.

2. Can no longer see if the assesed tax return are the same or different to the filed return

   There is a tab in the old XPM where you could see if the tax return assessments were the same of different. I can't locate this in the new layout and it is important to know if the IRD have assessed the return differently. It was nice to have a list rather than potentially clicking into each tax return. Has this feature moved? If so where to and if not is this feature coming?

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   0 comments  ·  Tax Manager  ·  delete…  ·  Admin →
   Feedback  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Nicky, it sounds like you're referring to the new homepage in Xero Partner Hub.

   We don't yet have the tax widget for NZ practices yet but this is in development - You can stay up to date on it's release from the idea here.

   For now, you can simply change back to the old dashboard view by using the "Switch to old" button on the top right of the screen. Or, alternatively you can navigate there by selecting Tax > Statements > Notices.

   If you need any help with this, please do get in touch with our specialists via Xero Central. Thanks