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  1. 6 votes

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    We’ll send you updates on this idea

     ·  1 comment  ·  Practice tools  ·  Admin →
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    Caitlyn Churchward shared this idea  · 
  2. 25 votes

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     ·  0 comments  ·  Practice tools  ·  Admin →
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    Caitlyn Churchward supported this idea  · 
  3. 113 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.

    Caitlyn Churchward supported this idea  · 
  4. 133 votes

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    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.

    Caitlyn Churchward supported this idea  · 
  5. 120 votes

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    Hi everyone, thanks for your valuable feedback and engagement with this idea. We're aware of the importance of real-time error notifications for an efficient workflow.

    While we can' make any commitments at this stage this is something our product teams have lined up for exploration a little later this year and we'll be sure to keep you looped in on any progress here.

    Caitlyn Churchward supported this idea  · 
  6. 336 votes

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    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

    Caitlyn Churchward supported this idea  ·