Client still shows as needing to sign when they have signed. Then agent needs to click "sign". They should be having to click "file".
Client still shows as needing to "out to sign" when they have signed and returned BAS.
Same shows after refreshing or logging out and in again.
The agent option showing is to click "sign" (which would be on behalf of client instead of client)
Correct step should be the signed activity statement showing click "file".
Michelle McDermott
shared this idea
Hi Michelle, thanks for sharing this feedback. It sounds like there may be some confusion around why documents remain in a “To Sign” status even after the client has signed.
In Xero Tax, both Tax Returns and Activity Statements require two steps before they can be lodged: the client’s signature and the agent’s declaration. After the client signs, the status stays as “To Sign” until the agent also completes their part.
When you click Sign as the agent, you’ll see a declaration statement. Selecting OK is what records your digital signature as the registered agent. Once both steps are completed, the document will move forward and be ready for filing.
You can find more detail in our support article on the return workflow.
