Tax Returns
I’ve noticed that following the recent update to the Partner Hub, tax returns are being automatically added to Non-Compliance jobs and flagged as “ready to start” within in the job, with a start date of 01 Jan 0001.
This is causing confusion for staff, particularly because many of these returns are not linked to tax jobs and are instead appearing under corporate secretarial, superannuation, and BAS jobs.
When opening the return, the only prompt is to select the year and add it to the workflow.
As a result, we now need to manually check each job to ensure a return hasn’t been accidentally added to the wrong workflow, which is creating additional administration and increasing the risk of error.
Is there an option to disable this feature? We already have established processes and procedures in place, and run xero reports to view returns outstanding.
Sarah Testa
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