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2 results found

  1. Tax manager - filter by Partner & Manager

    Be able to filter the tax manager list by Partner & Manager

    49 votes

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    3 comments  ·  Tax Manager  ·  Admin →
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    In development  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, we appreciate the efficiency filtering by Partner and Manager in Tax Manager could have in your day to day.

    While the Tax Manager is still in beta your feedback is helping shape what comes next, so thank you for your input here.

    Our product team is exploring filtering options within Tax Manager, so we’ll move this idea to In development, and keep you posted on progress here. You can also check our Xero Central page for pipeline updates.

  2. Tax Manager - Remove 'Ready to Start' tax returns from existing jobs

    "Ready to Start" tax returns should not show up in existing jobs. We have all these tax returns that are showing up in Job that are not related to the client, Individual Tax Return showing up under an Activity Statement Job for a company that is completely unrelated. If they tax returns placeholder is going be added it should only appear under the client tax return tab, not in an existing Job. And there should be away to turn it off.

    38 votes

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    9 comments  ·  Tax Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, as we continue to progress with improvements for 'Ready to start' our product team would love to engage with users that have voted for this here; to get more understanding of your setup, and give input on early designs.

    If you'd be interested in meeting with the team you can book a time that works best for you through this link 🗓️ Thanks!

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