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).
Amanda Hunter
shared this idea
Appreciate 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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Hannah Pevats
commented
On the old dashboard, it was very easy to quickly see if any tax returns had discrepancies or errors with the Tax Alerts function.
This made it easy to identify and resolve issues early. With the new homepage, that visibility is reduced, and these issues are more likely to be picked up later.
It would be really helpful to have this Tax Alerts functionality brought back as a widget or alert on the homepage, highlighting:
- Tax returns with errors
- Returns that differI think this would align well with the new homepage's focus on surfacing key actions and insights, especially for those managing multiple clients.
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Olivia Rawson
commented
This should not be a "longer term" addition... this is vital to accountancy firms, we need to be able to see tax returns that do not match IRD assessments and tax returns that have failed to file
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Rachel McCoy
commented
agree!
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Mark Beehre
commented
Second this. Please can you add this feature into the new layout.