AU Tax - Ability to customize default address details on tax returns
I've discovered that in the new Xero when you create a tax return for a new client it defaults to agent address and agent trust account for refunds. Given the new AML laws, we do not want our account as the default. Can we either have the ability to change what addresses and bank accounts are set too by default or have them both changed to client?
Thanks for bringing this to the community. We understand the request for more flexibility over the default address details populated when creating tax returns.
As there’s already a similar idea covering the default refund bank account, we’ve transferred your vote to that idea so community support is captured in one place.
We’ve updated this post to Gaining Support so we can continue gathering feedback on the remaining request.