3 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.
56 votesHi everyone, we understand interest and how bulk action in the new Tax Manager would improve efficiency when preparing tax for your clients.
Tax Manager is a new experience that is currently in beta in Xero Partner Hub. Bulk actions high on the list of what's coming soon as we build features into this experience.
We appreciate the importance of bulk actions to everyone here and will be sure to update you all as soon as this is rolled out.
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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
43 votesHi everyone, we appreciate your feedback and would like to share an update on this idea.
Tax Manager is a new feature currently in beta and was released early to give users access to ready to start returns and the lodgment widget.
There are a number of additional features being worked on to enhance Tax Manager that you can read up about on Xero Central, and you'll also notice a 'Coming soon' button within Tax Manager to see what's in the pipeline.
Showing the count of returns based on their status is something we're currently working on and I'll share again here when this is released. Thanks for your contributions on product ideas.
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Tax Manager - Remove 'Ready to Start' tax returns from 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.
33 votesHi team, as we continue to progress with improvements for 'Ready to start' our product team would love to engage with users that have voted for this here; to get more understanding of your setup, and give input on early designs.
If you'd be interested in meeting with the team you can book a time that works best for you through this link 🗓️ Thanks!
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