XPH | Tax Manager - Column showing outcome
In Tax Manager, Option to multiselect tax forms and lodge button. Similar to the Old tax returns window. It will be nice to have a column showing outcome for the form such as $$$ payable or Refundable. This will be more efficient.
Dinesh Rabari
shared this idea
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Miryam Schejtman
commented
This would be a major usability improvement in Tax Manager. Having a visible outcome column showing refund or tax payable would allow agents to prioritise work immediately, identify clients who need urgent payment planning, and avoid opening each return individually.
During peak tax periods, this would save a significant amount of time and reduce the risk of errors or missed follow ups. It aligns well with how the old Tax Returns window functioned and would greatly improve efficiency for practices managing a high volume of clients.
Strongly support this enhancement.