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  1. NZ Tax - Automatically select 'Split Provisional 50/50' for clients.

    6 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Stu Wehner commented  · 

    I think this can already be done .. on the tax statement for the client if you click on the year and then into Settings there is the option to Split Provisional 50/50.
    I understand that you have to do this each year for the tax statement - there is no system setting to change all years

  2. Practice Manager | Client - Date of Birth

    132 votes

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    13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for all your inputs and support in this idea so far. 

    💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business. 


    If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here. 

    An error occurred while saving the comment
    Stu Wehner commented  · 

    And then Emma to have a standard Birthday report where you select the month and it gives all the clients that have a birthday in that month - the day and the age that they will be .. then we can proactively send a Happy birthday to them