Practice tools

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1. Allow Export of 'Ready to Start' returns or Income Tax Client Report for data matching with ATO Lodgement List export

   The new Tax Manager and Ready to Start tab is excellent, but after my first attempt at pre-filling, there is a discrepancy in the total returns in my pipeline per Tax Manager vs my total returns due/lodged per ATO Online Services.

   I can export my Income Tax Lodgement Status directly from ATO Online Services to a CSV file, however there is no way to export the list of 'Ready to Start' returns, nor even the specific imported 'Income Tax Client Report' as pulled by Partner Hub from the ATO. I'm aware that Xero matches clients from that report to existing clients in Xero, but it would seem the obvious additional functionality would be:

   1. Generate a list of 'unmatched imported items' - clients who appear on the ATO report but do not have a matching Client record, or clients who appear on the ATO report, have a Client record, but have 'prepare tax form' set to 'No'

   1a. Bonus idea - within the list of 'unmatched imported items', have a link to 'create client record for this return' or 'Go to client record' to change the tax form code

   1. Allow export of the report and/or the Tax Manager lodgement list so these can be manually compared in Excel to allow for Client records to be created where necessary, or for clients incorrectly on the ATO-side lodgement list to be addressed or removed

   As it stands, it's a lot of cool functionality, but it's missing some of the 'exception reporting' and 'work with bulk data' functionality that would enable it to streamline client record maintenance.

   The new Tax Manager and Ready to Start tab is excellent, but after my first attempt at pre-filling, there is a discrepancy in the total returns in my pipeline per Tax Manager vs my total returns due/lodged per ATO Online Services.

   I can export my Income Tax Lodgement Status directly from ATO Online Services to a CSV file, however there is no way to export the list of 'Ready to Start' returns, nor even the specific imported 'Income Tax Client Report' as pulled by Partner Hub from the ATO. I'm aware that Xero matches clients from that report to existing… more

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   0 comments  ·  Practice management  ·  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.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

2. Xero Sign free for Personal Tax Returns

   Why is Xero Sign free for company accounts but not for personal tax? Xero state that this is because multiple people have to sign in multiple places on a personal tax return - which is not true in any case!

   If a partner requires multiple documents signed in the one pack then of course Adobe Packs are a good way to facilitate this, but for one document signing it should be free as advertised!

   Xero Tax is free for Xero Partners, which is fine as it isn't sophisticated or clever enough to be paid for right now. But to find free e-signing in company accounts and be impressed only to then be forced to pay for a pack if you want to send a personal tax return (with a free trial that runs out long before we could ever gather together 25 tax returns and complete them!) is presenting a very money grabbing face to your partners.

   Why is Xero Sign free for company accounts but not for personal tax? Xero state that this is because multiple people have to sign in multiple places on a personal tax return - which is not true in any case!

   If a partner requires multiple documents signed in the one pack then of course Adobe Packs are a good way to facilitate this, but for one document signing it should be free as advertised!

   Xero Tax is free for Xero Partners, which is fine as it isn't sophisticated or clever enough to be paid for right now. But to find… more

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   0 comments  ·  Tax preparation  ·  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.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂