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The new Tax Manager and Ready to Start tab is excellent, but after my first attempt at pre-filling, there is a discrepancy in the total returns in my pipeline per Tax Manager vs my total returns due/lodged per ATO Online Services.

I can export my Income Tax Lodgement Status directly from ATO Online Services to a CSV file, however there is no way to export the list of 'Ready to Start' returns, nor even the specific imported 'Income Tax Client Report' as pulled by Partner Hub from the ATO. I'm aware that Xero matches clients from that report to existing clients in Xero, but it would seem the obvious additional functionality would be:

1. Generate a list of 'unmatched imported items' - clients who appear on the ATO report but do not have a matching Client record, or clients who appear on the ATO report, have a Client record, but have 'prepare tax form' set to 'No'

1a. Bonus idea - within the list of 'unmatched imported items', have a link to 'create client record for this return' or 'Go to client record' to change the tax form code

1. Allow export of the report and/or the Tax Manager lodgement list so these can be manually compared in Excel to allow for Client records to be created where necessary, or for clients incorrectly on the ATO-side lodgement list to be addressed or removed

As it stands, it's a lot of cool functionality, but it's missing some of the 'exception reporting' and 'work with bulk data' functionality that would enable it to streamline client record maintenance.