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  1. 22 votes

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    Elise McKinnon supported this idea  · 
  2. 6 votes

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    Elise McKinnon supported this idea  · 
  3. 161 votes

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    Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.

    Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.

    Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.

    Elise McKinnon supported this idea  · 
  4. 38 votes

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    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

    Elise McKinnon supported this idea  · 
  5. 17 votes

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     ·  5 comments  ·  Practice tools  ·  Admin →
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    Elise McKinnon supported this idea  · 
  6. 9 votes

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     ·  0 comments  ·  Practice tools  ·  Admin →
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    Elise McKinnon supported this idea  · 
  7. 11 votes

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     ·  1 comment  ·  Practice tools  ·  Admin →
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    Elise McKinnon supported this idea  · 
  8. 16 votes

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     ·  0 comments  ·  Practice tools  ·  Admin →
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    Elise McKinnon supported this idea  · 
  9. 106 votes

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    Hi community, we hear you on the challenges presented by the current process, and having to manually calculate this outside Xero.

    Though we don't have immediate plans in the roadmap, this is a feature we'll take into future planning, and we'll be sure to update you all here of any progress.

    For now, the best way to handle this is to continue to calculate the apportionment outside of Xero and then manually enter the figures. Thanks

    Elise McKinnon supported this idea  · 
  10. 116 votes

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    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.

    Elise McKinnon supported this idea  · 
  11. 124 votes

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    Hi community, we’d like to share that we’ve introduced tax widgets in Xero Partner Hub so your practice can see how many returns are sitting in the Error tab.

    We’ve also improved ATO response times, so returns will come back from the ATO faster and you’ll be alerted to errors sooner.

    We’d love your feedback on whether these improvements address the needs behind this idea, or whether there are still situations where an email notification would be more helpful.

    Elise McKinnon supported this idea  · 
  12. 12 votes

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    Thanks for sharing your idea here, Rosalie - Is there a particular reason you'd find it useful to view the email address here? 

    This would be good detail to share back with the team, and may help others to see how this could benefit them too 🙂

    Elise McKinnon supported this idea  · 
  13. 6 votes

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     ·  1 comment  ·  Practice tools  ·  Admin →
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    Elise McKinnon supported this idea  · 
  14. 18 votes

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     ·  0 comments  ·  Practice tools  ·  Admin →
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    Elise McKinnon supported this idea  · 
  15. 31 votes

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     ·  3 comments  ·  Practice tools  ·  Admin →
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  16. 17 votes

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     ·  4 comments  ·  Practice tools  ·  Admin →
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  17. 71 votes

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  18. 19 votes

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     ·  4 comments  ·  Practice tools  ·  Admin →
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  19. 16 votes

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  20. 60 votes

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    Elise McKinnon supported this idea  ·