XPH | Homepage - Option to add comparative tax return filing progress graphs
It's good that we can customise the dashboard - move things around and remove things we don't need or want to see.
But can we please still have the tax return graphs (as per original dashboard) as an option, so we can see progress of returns filed compared to total returns to file?
The new tax returns graph only gives us information we can already see in the Returns tab.
Thank you.
Kathryn Pinkerton
shared this idea
Thanks for sharing this idea. We understand the request to bring a comparative tax return filing progress graphs as an option for widget.
Having a visual comparison of returns filed against the total number to file could help practices monitor progress and remaining workload at a glance.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and share how you’d like the progress graphs to be displayed.
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Glenda McLeod
commented
this is a critical kpi of how the practice is tracking
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Alison Stout
commented
I strongly support this idea. In the previous XPM Tax Dashboard, we had access to the Returns by Month and Returns by Form graphs, along with useful filtering options for Manager, Partner, and Tax Year.
As a Tax Administrator, I relied on these graphs and filters for weekly reporting to our Directors, as they made it easy to track at a glance the number of returns filed against the number of returns expected. The new Tax widget in Xero Partner Hub offers significantly less information than was previously available.
In my view, the current graph adds limited value, as the same information can already be obtained from the Returns tab. With dashboard space being limited and valuable, it would be far more beneficial to reinstate the previous graphs and filtering capabilities.