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1. tax manager status

   At present the returns move through as Draft/Completed/Approved/To sign/To file tabs.
   (1) When I send a return, the To sign tab Signature Status shows as Out Sign. When it comes back in that tab it says Returned; but in the ALL listing it still shows Out to Sign. (a) both should say Out to Sign, and (b) if it has returned, it should say Returned everywhere.
   (2) In the To Sign tab it shows both returns that are Out to Sign and Returned. I'd prefer a separate tab for Returned, (a) so we know what has come back and can be lodged, and (b) the Tax Agent can sign the declaration just before lodgement after the client has signed.

   At present the returns move through as Draft/Completed/Approved/To sign/To file tabs.
   (1) When I send a return, the To sign tab Signature Status shows as Out Sign. When it comes back in that tab it says Returned; but in the ALL listing it still shows Out to Sign. (a) both should say Out to Sign, and (b) if it has returned, it should say Returned everywhere.
   (2) In the To Sign tab it shows both returns that are Out to Sign and Returned. I'd prefer a separate tab for Returned, (a) so we know what has come back and can… more

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   0 comments  ·  Tax Manager  ·  delete…  ·  Admin →
   Feedback  ·  AdminDavina Roper (Admin, Xero) responded

   Thank you for raising this.

   Based on the behaviour described, this appears to be an issue rather than a product idea. Could you please raise a case with Xero Support so the team can investigate the affected organisation and confirm why the sign options under All are displaying “Out to sign” instead of the actual status?

   The Support team will be able to gather the necessary details and investigate this further.