Skip to content
← Xero Partner Hub

How could we improve Xero Partner Hub?

Xero Partner Hub: Tax manager

Categories

Tax manager - filter by Partner & Manager

Be able to filter the tax manager list by Partner & Manager

75 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Tahla Lohner shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
In development  ·  AdminAnis Anuar (Admin, Xero) responded  · 

Hi everyone, we appreciate the efficiency filtering by Partner and Manager in Tax Manager could have in your day to day.

While the Tax Manager is still in beta your feedback is helping shape what comes next, so thank you for your input here.

Our product team is exploring filtering options within Tax Manager, so we’ll move this idea to In development, and keep you posted on progress here. You can also check our Xero Central page for pipeline updates.

Show previous admin responses (3)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Anne-Maree Crosby commented  ·   ·  Report

    Also should be able to save the Filter selected, like you can in Jobs home screen and can do currently in the Tax Returns home screen. To not have this is in Tax Manager a step backwards.
    Also the naming of filter options should be the same across Xero ie in Tax Manager "Client" is Partner/Manager/Tax Agent where these options are separate in Jobs & the Client in Jobs is referring to clients.

  • Donna Murphy (practice) commented  ·   ·  Report

    It is imperative that we are able to sort both tax returns, groups, activity statements by both partners, managers and status. At the moment we are looking at a 1,000 different items that you cannot sort or filter. Even if you can filter, you then had to redo this every time you go to that screen. Extremely impractical and time consuming. The old version was much more user friendly and practical - why change what isn't broke

  • Jo Drysdale commented  ·   ·  Report

    Please include the ability to filter by partner and manager in tax manager and also very importantly - be able to save these filters - same as what is currently offered in the 'old' tax returns.

  • Sarah Ott commented  ·   ·  Report

    Can we please include a saved filter, same as what is offered in tax returns. makes a significant time difference when you consistently reviewing

  • Tanya Bridge commented  ·   ·  Report

    Would you please include the ability to save a view as a standard view for yourself once you have filtered it.

  • Brad Sellars commented  ·   ·  Report

    If this function could link to Tax Manager and sync it would save on duplicated managed of loading tax returns and loading into the workflow tool. Also help in ensuring synergies between Xero and Tax Manager.

  • Kelly Lisle commented  ·   ·  Report

    To be able to filter the ready to start by partner & Manager so the we can see what is still to come in for each team.

  • Adele Wardley commented  ·   ·  Report

    We are considering enabling the new XPH and I checked here for feedback before making a decision. We use filters in tax manager extensively to understand lodgements at a team/partner level. If this isn't in the new XPH we won't be switching over until the very last moment. Is this comment in relation to the widget reporting or the actual tax program pages?