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  1. Xero tax (AU) - Roll forward Tax Returns

    38 votes

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    6 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we have a new Tax Manager that's currently in beta and with a small group of users. As part of Tax Manager there's 'Ready to start' which lists annual income tax returns from the most recently completed tax year, generated using your practice’s client list and data downloaded directly from the ATO.

    We'll keep everyone updated here of when this rolls out wider to all AU Tax users. Thanks

    Mark Edwards supported this idea  · 

  2. Practice Manager | Client Report - Include primary contact

    84 votes

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    submitted  ·  17 comments  ·  Practice tools  ·  Admin →
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    Mark Edwards supported this idea  · 

  3. Manual Journal - Ability to set default for 'Show journal on cash basis reports'

    276 votes

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    99 comments  ·  Reports & tax » Manual journals  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team! We've been following the conversation here and appreciate you taking the time to explain the need for this feature.

    We understand you’re looking for a way to change the default setting for the ‘Show journal on cash basis reports’ checkbox in manual journals, so that it’s unticked, and that having this box ticked by default can create inaccurate cash basis reports, which is particularly challenging when you’re correcting entries or dealing with a high volume of journals.

    We may look into this with a finer lens further down the line, but want to share that there's no immediate works planned to enable changing the default for whether a journal is Cash basis.

    As many of you have noted, right now you'll need to manually untick the box for each journal entry.

    If any change is planned for this we'll be sure to share with you all, here.

    An error occurred while saving the comment
    Mark Edwards commented  · 

    cash flow summary reports and related apps which run cash flow reports are made redundant when entries from journals appear.
    The majority of general journals are non-cash, changing the default on this to un-tick the "show journal on cash basis reports" means accountants do not need to untick a box for the majority of journals they do.
    it also means less re-work when running cash flow reports to go back and un-tick journals that were missed.