Settings and activity
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32 votes
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Jen Heath
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24 votesJen Heath
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116 votes
Hi everyone, thanks for sharing your thoughts on this idea.
We want to highlight some existing functionality that could help streamline this process: on the Cover page of a return, there's a toggle that allows you to switch between the Agent’s details and Client’s details.
Additionally, within the address section of the return, you can toggle to the client's address. Once you've successfully filed a tax return with the client's details selected - Xero remembers this preference. The next time you create a return for that specific client, their details will automatically be the default, saving you from having to manually change it again.
Though we'll continue to monitor popularity of this idea, we want to be upfront that we don't have any direct plans around the pre-fill behaviour at this time. We'll share if there's any change in status surrounding this idea.
Jen Heath
supported this idea
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An error occurred while saving the comment Jen Heath
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Allow a practice-wide setting to default postal address to client's postal address/main address, rather than agent address. Same applies to phone number and e-mail address.
I'll admit I'm brand new to Xero Tax, but the returns I have created so far default to Agent Postal Address, whereas all of my returns always use client postal address. Instead of having to toggle/switch this for every return (and in due course no doubt missing one at some point), it would be great to have a practice wide setting. "On Tax Return forms, postal address should default to [client address]/[agent address]".
Similarly, my agent mobile number is flowing through to the return, instead of the client's mobile number (which is what the ATO actually wants to have shown). The client's e-mail address similarly does not flow through from their client listing to their return.
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40 votesJen Heath
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30 votesJen Heath
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41 votesJen Heath
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31 votesJen Heath
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47 votesJen Heath
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138 votes
Thanks for your feedback on this idea, everyone. We appreciate wanting greater confidence when lodging amended returns.
Right now, though appreciate it's not ideal method - you can print the original draft tax return before you amend the return as a comparative.
We want to be upfront that we don't have any plans around developing this feature in the near term.
We'll continue to monitor the interest this idea keeps building for future consideration, and will share if there's any change.
Jen Heath
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362 votes
Hi everyone, we'd like to share an update that this idea is back on the teams roadmap as they begin to look into this work again.
Atm, we can't set any timeframes but will stay close to share the latest news around this with you all on this idea. Thanks
Jen Heath
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This option would be fantastic, and I'm always amazed when it turns out 'contains' is not matched with 'does not contain'.
As an example, many tradies often buy fuel from 'BP' in various suburbs. However, many tradies also make payments labelled 'BPay'. Being able to set up a rule that 'contains "BP" and does not contain "BPay"' would be amazing.