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3 results found
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51 votes
Hi everyone, we appreciate your feedback. Our product team are very much across the ideas in this forum with the new Workpapers solution being progressively released.
Right now, we're monitoring feedback and engagement with the new solution closely and have plans to continue enhancing this product.
I'll be sure to share any progress for Individual Tax returns in Workpapers with you here.
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Scott Bailey
supported this idea
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332 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
An error occurred while saving the comment Scott Bailey
commented
Every other tax software I have used has this feature and saves so much time. To me this should be a standard feature
An error occurred while saving the comment Scott Bailey
commented
I have used multiple tax software and have always had this feature. It saves so much time and is crucial to being efficient and not wasting time.
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112 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.
An error occurred while saving the comment Scott Bailey
commented
Agree. We have around 10,000 clients so this would be a major time saver
Scott Bailey
supported this idea
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With additional pressure being placed on tax agents to retain more documentation and be more prepared for audits that are becoming more prevalent with the ATO's funding, this would be an absolute game changer for efficiencies and managing ATO enquiries as well as providing much needed feedback to managing agents that review and lodge the returns. It would really enhance your place in the market where other providers already have this in place.