Automating Recurring Compliance Jobs When Adding a New Client (SA Compliance Focus)
Suggestion:
When onboarding a new client in Xero, it would significantly improve efficiency if recurring compliance jobs could be automatically generated based on a few initial inputs.
For example, during client setup, include fields such as:
Company registration date
Is the company registered for PAYE? (Yes/No)
VAT registered? (Yes/No)
UIF registered? (Yes/No)
Based on these selections, Xero could automatically generate recurring jobs with the correct deadlines aligned to South African Revenue Service requirements, such as:
EMP201 returns due monthly (e.g. by the 7th of the following month)
VAT201 returns generated bi-monthly with submission deadlines
UIF declarations
Companies and Intellectual Property Commission (CIPC) annual returns based on the company registration date
Beneficial ownership submissions
Benefit:
This would:
Save significant manual setup time
Reduce human error in capturing deadlines
Ensure compliance timelines are standardised across clients
Be especially valuable for accounting firms managing multiple entities
Additional Idea:
Allow firms to customise templates (e.g. “South African Compliance Pack”) so that recurring job rules can be pre-set and applied automatically when new clients are added.
Maryke Connoway
shared this idea
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