Tax Manager - Add custom field search filters
As Tax Manager is currently still in beta phase, I have a couple of ideas:
Is it possible to include an extra filter under 'Client' for custom fields? We currently sort most of our reports by Partner, Manager and then a custom field for accountants. This helps us to customise client lists for each accountant.
In the future do you think you might expand from just showing tax returns, to showing outstanding activity statements, TPAR and FBT returns for clients? It would be so much easier and time efficient, having the information in one spot, then having to login to the ATO Portal and search this information for each client.
Michelle Judd
shared this idea
Thanks for sharing this feedback. The main request is to extend Tax Manager’s client filters to include Custom Fields, alongside the standard fields already available.
This could give practices more flexibility when organising clients by assigned Accountant, team or other custom criteria.
We’ve updated the status to Gaining Support so we can continue gathering community feedback. If this would improve your workflow, add your vote and let us know.
I’ve also created a separate idea for your request to expand Tax Manager to support other return types, allowing us to track feedback on that suggestion separately.
