Tax Manager – Include ATO clients missing from XPM/Xero Tax in the Ready To Start list
The returns ready to start from the ATO list need to also contain clients on ATO list not in xero tax so that we can use this list as our master list to clean up ATO clients/add new ones that may have been missed.
Natalie Lennon
shared this idea
Hi team, we can see how having the Ready to Start list in Tax Manager to include ATO clients missing from XPM/Xero Tax could make cross checking your clients list more efficient. Using this list as a single source to clean up or add missed clients sounds like a practical way to reduce extra steps.
This idea is now in Gaining Support, so it’s open for the community to vote and comment. If this would help your day-to-day work, we encourage you to add your vote and share your perspective—hearing how it could help in different situations gives the Product team a clearer picture of its value.
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Leanne Hancock
commented
Agree with above and it would be great to be able to export this report to excel to enable cross checking with ATO lodgement list. Would be very helpful
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Rachel McCoy
commented
as the Admin Manager for our firm, I am constantly cross-checking XPM client list against ATO client list. this would be helpful.