XPM - Ability to stop payment letters from being generated for non clients
Hi,
Would be great if we had the ability to stop provisional tax letters being generated for non-clients if their IRD numbers are entered into XPM. This creates a lot more work during prov tax times as the list is long and needs to be reviewed so these letters are not accidently sent.
Kylie Smith
shared this idea
We're grateful for your engagement and letting us know the changes that matter to you.
We're tracking the interest for being able to prevent payment letters for non-clients through the idea here and if there are any updates we will share, here.
-
Carol Bovey
commented
Having recently started using Xero for tax payment letters I am rather stunned that this glich hasn't been rectified yet. The problem is IRD numbers are required to be recorded in many circumstances where we don't actually act for a client; eg. we may act for a Trust of which a non-client is a beneficiary and must return their IRD number to IRD when making distributions. Likewise we may act for a Company but not the individual shareholders but need their IRD numbers for dividends.
At least I now know which field is causing the Tax Payment letter to generate - the IRD number field.