Archived clients and access to lodged and filed tax returns
It appears that as soon as I archive a Client, I no longer have access to any of the tax returns I've previously lodged for them. This is problematic when we need to keep our records for 7 years and FYI docs has kept the links to the signed and filed tax returns (and those links no longer work), but not the actual PDF signed tax returns. I've had questions from the new accountant and cannot see the original documents we've lodged.
Julie-Anne (Jewlz) Ellem
shared this idea
Hi Julie-Anne, thanks for raising this.
It’s a common question when tidying up a client list, especially when you still need to retain access to historical compliance information.
The good news is that archiving a client in Xero Practice Manager doesn’t remove or delete any lodged tax returns or Activity Statements. All draft and filed records remain available for your audit history and reporting needs.
To view them, please:
- Go to Clients > Archived clients
- Open the relevant client record
- Head to the Tax Returns tab to see their full return history
As this is already working as designed within the system, I’ve moved this to Feedback and will be closing it for votes.
