Xero Tax (AU) - Contact number toggle on tax return cover
Add toggle on tax return cover page at daytime contact number section for client phone number or agent phone number similar to postal address and banking details and have information from client manager auto filled for phone number and email address
Melissa Donaldson
shared this idea
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Nina Totzek
commented
Hi Xero Support,
I enter and save my clients' mobile numbers and email addresses in Xero Practice Manager.
However, when preparing their FY2026 Individual Tax Returns in Xero Tax, both fields remain blank, and I have to enter the information manually again.
Could you please confirm whether these fields are supposed to populate automatically from the client records?
If so, how can I enable this functionality? If not, is this a known limitation or an outstanding feature request?
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Jackie Doorly
commented
@ Vicki Carlisle - agreed, yet XPM defaults it to the tax agent phone number and the ONLY work around is to manually hard key the clients phone number into the field. Then if a client or ITR client leaves without notice, you're stuck with your phone number in their ATO contact details until or if someone takes the time to update it. Xero please improve this.
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Vicki Carlisle
commented
This area is meant for client contact information - look at the ATO form. Agent details are in a separate area.
