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Xero Partner Hub: Tax Manager

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Tax manager - filter by Partner & Manager

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

49 votes

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Tahla Lohner shared this idea  ·   ·  Report…  ·  Admin →
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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.

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  • 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?