Tax Manager - Allow suspended tax returns to be progressed to Signed status without removing suspension
In the old return manager, it is possible to push suspended tax returns from approved through to the signed stage and this is where they would lock. In the new tax manager, when the return is approved then suspended, it is not possible to push through to signed.
Can the new tax manager adopt the old previous ability so there is no back and forth or suspended / removing suspension then adding it back?
Britney Fazulla
shared this idea
Appreciate you raising this suggestion, Britney. Having the ability to move a suspended return directly to Signed could remove the need to temporarily change its suspension status.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful for your practice, add your vote and let us know how you currently manage these returns.
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Elisa Harris
commented
Very important - the way the old system worked was perfect. We only need it to lock from being filed with the ATO.....not from being moved from one status to another. Especially if it's out to sign and then comes back - that is a common scenario where I need to be able to move it from "Sign" to "Waiting to File" seamlessly, especially as I do this process in bulk all the time!
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Callinda Beale
commented
This is very important. Staff should not have to remove then re-add the suspension on the returns, as errors etc can occur
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Alison Selby
commented
Hi Britney, it is possible to change the status if you open the return, without removing the suspension lock, but it's really annoying. The old way was much easier.
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Alison Selby
commented
Selecting the checkboxes for returns etc that are suspended.
In the old system we were able to select the check box and move the returns along the progression ie from Approved to To Sign or from To Sign to To File. In the new Tax Manager, they are greyed out and are unable to select. You have to open the return and do it from there. That is annoying. They only need to be stopped from lodging, not moving through the other statuses.