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Tax Manager - Save Filters

You can apply filters, but it would be good to be able to save filters so that they can be used again. Basically the same function that is in Job Manager.

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Tim Stubbs shared this idea  ·   ·  Report…  ·  Admin →
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Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, really good to hear your feedback on what could improve your experience with new Tax Manager which is currently in beta.

We're listening to the feedback we're receiving about this from our community and while not in the works just yet, the ability to save custom filters is a feature we plan to develop.

You can get more of a view of what's to come in Tax Manager through Xero Central, and I'll keep you updated here once this idea progresses with the team.

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  • Elisa Harris commented  ·   ·  Report

    100% this needs to be brought into the new Tax - I agree that I like the additional features you've brought in, but don't throw out the previous features we depended on!

    Our firm is very team-centric and we prepare thousands of tax returns a year for each team. I need to be able to seamlessly switch back and forth between my different team filters as I used to, rather than having to clear all and find the multiple managers of the next team in the (unsearchable) staff list!

    This will cost our admin team a lot of time if not fixed!

  • Jo Drysdale commented  ·   ·  Report

    My first day on the new hub and can't believe that this wouldn't have been on Xero's radar.
    I do like the look of the new Tax Manager but please give us our saved filters.

  • Jo McMillan commented  ·   ·  Report

    I 100% agree with this! Saved filters are used all the time in original Tax tab

  • Bridget Eastburn commented  ·   ·  Report

    Creating and saving custom filters in the new XPM tax manager.
    The new tax manager is great and the 'ready to start' feature is fantastic however this is going to eventually replace the current tax return section in XPM. We currently create and save custom filters in this section. Whilst I can see the new tax manager has the same functionality for filtering returns, you cannot save these as custom filters, once you leave this section the filter removes.

  • Michelle Clarke commented  ·   ·  Report

    I absolutely agree, the previous format allowed filters to be saved - especially useful when filtering to a certain reporting period. Or filtering TAX vs AS returns - this is a critical option