Where are the tax return settings hiding?
Where are the tax return settings hiding? Important that we have easy access to these
Some suggestions for improving the 'old' settings in the new partner hub:
* A simpler Income Tax Client Report request would be great for quickly updating due dates
I.e Settings > Tax Agents > Select Agent > Update ATO Income Tax Client Report
* Can we have a feature that flags TFN's that are no longer on our ATO Income Tax Client Report - so that we can easily identify and archive old clients
* A simpler way of updating Tax Agent details would be great too (the old system was like a maze to find it). I.e Settings > Tax Agents > Select Agent > Update Details
* The Client Reports builder was very handy too
Flourishing Figures
shared this idea
Hi there 👋, appreciate your feedback. It'd be good to better understand the settings you're referring to as there has been no change to this for Tax Manager - one of our product team are going to touch base to have a bit more of a chat about your Tax Manager feedback.
You can get a feel for what's in the pipeline for Tax Manager from our Xero central article.
We do request that each feature request be a separate post so that others can understand what they're adding their vote for and our product teams can get a clear understanding of the interest in each, and keep you updated of any development.
