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2 results found

  1. Tax Manager - Bulk actions for selected tax returns.

    The ability to select multiple tax returns that are completed and have the quick action to approve or move it to out to sign or to sign state in the old Xero Practice Manager - Tax Manager is great. Unfortunately, this was removed in the new Beta version. Please bring this back.

    It's annoying to file a tax return we need to open one by one. Ok if we only have 1 or 2. At some point we can have more than 10 returns to lodge at the same time.

    75 votes

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    16 comments  ·  Tax Manager  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, I'd like to share that bulk actions in Xero's new Tax Manager are now live!

    These are available within the Completed, Approved, To sign and To file tabs, where you can select and process multiple returns at once 🙂 - Find out more on this and what else is in store on Xero Central.

  2. Tax Manager - Counts of items in categories

    All, Draft,Completed,Approved, To sign etc... each of these are now on the left side instead of the old version of them on the top - which is fine. BUT

    In the old version I could see I had 10 to approve and the admin team could see they have 12 to send out. Can we have the numbers back?

    See mockup

    44 votes

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    6 comments  ·  Tax Manager  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your engagement here. I'm happy to share that this feature has now been released and you'll see counts for each status shown alongside it, giving you a better indication of which status you need to jump into and take actions. 😊

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