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.
Christopher Emmanuel
shared this idea
Hi 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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Matthew Robinson
commented
There is another task that is similar to this and I put this comment on that one as well.
Cant lodge in Bulk.
Cant see which ones are locked to lodge.
Cant see which ones are suspended.
Cant see which are available to lodge -
Matthew Robinson
commented
Cant lodge in Bulk.
Cant see which ones are locked to lodge.
Cant see which ones are suspended.
Cant see which are available to lodge -
Sarah Stein
commented
Lodging Activity Statements in the past, I could tick off multiple to sign and file in bulk. Now it seems I need to log into each one individually. This seems like a big efficiency step backwards. Is this still a work in progress and the tick box is still coming, or am I missing something??