xero tax profiles to be contacts
so i understand you can link relationships between entities and persons.
However I have a unique situation where
- father and daughter are tax clients of mine
father has a company (also a tax client of mine)
the daughter is the main contact person for the company but has no office holder or share holder positions in the company. she is purely the contact person for her father.
So I had to create a CONTACT profile that contains the exact details of her in her tax file, but link it to the company of the father.
Can xero either:
- allow customised relationship links
- or allow xero tax profiles to be added as a contact to other entities.
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂