2 results found
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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…1 voteHi there 👋, appreciate your feedback. It'd be good to better understand the settings you're referring to as there has been no change to this for Tax Manager - one of our product team are going to touch base to have a bit more of a chat about your Tax Manager feedback.
You can get a feel for what's in the pipeline for Tax Manager from our Xero central article.
We do request that each feature request be a separate post so that others can understand what they're adding their vote for and our product teams can get a clear understanding of the interest in each, and keep you updated of any development.
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My returns filter not showing all Partner/Manager tax return
Hi
When you filter the tax return by "My Return" not all returns are showing up.Also the "My Returns" filter should not just work on a Job basis, a client assigned to Partner or Manager should show up on that Partner or Managers tax return list regardless of whether they have been added to the Job or not, as they are responsible for that client.
1 voteSorry to hear the troubles you're running into here, Christopher. If something isn't working as you'd expect it to, it's best looked into with a closer lens.
Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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