Xero Partner Hub

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1. Where are the tax return settings hiding?

   Where are the tax return settings hiding? Important that we have easy access to these

   Some suggestions for improving the 'old' settings in the new partner hub:
   * A simpler Income Tax Client Report request would be great for quickly updating due dates
   I.e Settings > Tax Agents > Select Agent > Update ATO Income Tax Client Report
   * Can we have a feature that flags TFN's that are no longer on our ATO Income Tax Client Report - so that we can easily identify and archive old clients
   * A simpler way of updating Tax Agent details would be great too (the old system was like a maze to find it). I.e Settings > Tax Agents > Select Agent > Update Details
   * The Client Reports builder was very handy too

   Where are the tax return settings hiding? Important that we have easy access to these

   Some suggestions for improving the 'old' settings in the new partner hub:
   * A simpler Income Tax Client Report request would be great for quickly updating due dates
   I.e Settings > Tax Agents > Select Agent > Update ATO Income Tax Client Report
   * Can we have a feature that flags TFN's that are no longer on our ATO Income Tax Client Report - so that we can easily identify and archive old clients
   * A simpler way of updating Tax Agent details would be… more

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   0 comments  ·  Tax Manager  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

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