XPH - Show archived Tax Returns and Activity Statements within the linked Job
Please return the facility that was in XPM whereby an archived TR or AS still showed in the to which it is attached. It makes it incredibly difficult now to get an overall view of the completed AS during the year. Having archived TR or AS disappearing from the job is incredibly inconvenient.
Sean Bullock
shared this idea
Hi Sean, thanks for the suggestion! We understand that when you’re reviewing a job’s history, not having a complete view of all related tax returns and activity statements in one place can add extra steps to your workflow.
At the moment, you can view this information by navigating to the Tax menu and filtering for archived returns. We can see how having a full audit trail of returns and statements directly within the job would make things more efficient.
We’ve moved this idea to Gaining Support so we can track interest and share with our product teams.
