Tax Manager - Live ATO Data in Dashboard (ATO account balances and payment plans)
There are some software providers that already offer access to a client dashboard that includes live ATO data for clients - where you can see their debt balances and payment plan status. It would be great if this could be incorporated into tax manager.
Thanks for highlighting this improvement, Bianca. We understand the request to connect ATO account balances and payment plan statuses with the Xero Tax widget. This could make it easier for tax agents to see the information they need when reviewing clients and managing outstanding tax obligations.
I’ve moved this post to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and let us know which ATO data you’d want included.