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'Add a Partner and Manager filter option to Tax Manager' has been merged into this idea

Xero Partner Hub: Tax manager

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Tax manager - filter by Partner & Manager

Be able to filter the tax manager list by Partner & Manager

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Tahla Lohner shared this idea  ·   ·  Report…  ·  Admin →
Completed  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, sorry it's taken a little to round back here. The ability to filter by Partner or Manager has now been released within Tax Manager.

From the Filter option you can select Job or Client and have the option to go to and select the Partners and/or Managers that you'd like to filter the list for.

You'll also find you can add both these details as columns within Tax Manager.

Saving filters isn't available right now, and I can see there are a few comments here about this - Please do add your vote to this idea to be kept updated of any plans for this.

Show previous admin responses (4)
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  • Anne-Maree Crosby commented  ·   ·  Report

    Also should be able to save the Filter selected, like you can in Jobs home screen and can do currently in the Tax Returns home screen. To not have this is in Tax Manager a step backwards.
    Also the naming of filter options should be the same across Xero ie in Tax Manager "Client" is Partner/Manager/Tax Agent where these options are separate in Jobs & the Client in Jobs is referring to clients.

  • Donna Murphy (practice) commented  ·   ·  Report

    It is imperative that we are able to sort both tax returns, groups, activity statements by both partners, managers and status. At the moment we are looking at a 1,000 different items that you cannot sort or filter. Even if you can filter, you then had to redo this every time you go to that screen. Extremely impractical and time consuming. The old version was much more user friendly and practical - why change what isn't broke

  • Sally Wilke commented  ·   ·  Report

    To align the new Tax Manager with the functionality currently available in the Return List view, please add Partner and Manager filtering options. This would allow firms to efficiently view, manage and allocate work based on responsibility assignments.

  • Jo Drysdale commented  ·   ·  Report

    Please include the ability to filter by partner and manager in tax manager and also very importantly - be able to save these filters - same as what is currently offered in the 'old' tax returns.

  • Sarah Ott commented  ·   ·  Report

    Can we please include a saved filter, same as what is offered in tax returns. makes a significant time difference when you consistently reviewing

  • Tanya Bridge commented  ·   ·  Report

    Would you please include the ability to save a view as a standard view for yourself once you have filtered it.

  • Brad Sellars commented  ·   ·  Report

    If this function could link to Tax Manager and sync it would save on duplicated managed of loading tax returns and loading into the workflow tool. Also help in ensuring synergies between Xero and Tax Manager.

  • Kelly Lisle commented  ·   ·  Report

    To be able to filter the ready to start by partner & Manager so the we can see what is still to come in for each team.

  • Adele Wardley commented  ·   ·  Report

    We are considering enabling the new XPH and I checked here for feedback before making a decision. We use filters in tax manager extensively to understand lodgements at a team/partner level. If this isn't in the new XPH we won't be switching over until the very last moment. Is this comment in relation to the widget reporting or the actual tax program pages?