Xero Practice Manager: Report on which staff can access client tax returns.
Xero Practice Manager - Tax
I want to be able to run two reports to see which staff have tax access to which clients and to see to which clients a staff member has tax access. This is very important for security purposes and additionally to help us meet our obligations as tax agents.
Bob Green
shared this idea
Hi all, we appreciate you sharing and supporting in the idea here. As I'm sure you'll have noticed we have released new unified client and staff experiences.
While it's not possible to create a report to identify which staff can access client tax returns just yet, this is something that our product team are exploring.
While not a definite as yet, I'll keep you informed on updates around this through the idea here. Thanks
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Xero Ideas at GT
commented
Currently, we waste a lot of time trying to check this information due to the inability to report on this.
We also want the ability to remove these clients from certain reports. Having the ability to restrict access to the tax return, but their information shows on tax reports defeats the purpose of having any restriction. -
Pauline Smith
commented
In My Xero staff I could quickly review all clients and see which staff had which level of access and could update multiple client access for a staff member in seconds.
Now I have to click into each client , click staff and then change each staff member's access. A ten second job could now take hours!!
It is essential Xero HQ staff has the same functionality or switch My Xero staff BACK ON!