Tax manager - filter by Partner & Manager
Be able to filter the tax manager list by Partner & Manager
Tahla Lohner
shared this idea
Thanks for your feedback here, everyone. We appreciate hearing how we can keep developing Tax Manager to better your experience.
As you may be aware Tax Manager is currently in beta and was released early for some users so you could access ready to start returns and the lodgment widget.
We're currently working on other features to build on this feature and you can stay up to date with what's in the pipeline on our Xero central page.
Filtering by partners and managers is on our radar too, and I'll shift the idea to Accepted for now, and be sure to share any progress for this here.
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Adele Wardley
commented
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?