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  1. AU Tax - Restrict staff access to specific returns

    12 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    James Jaworski commented  · 

    Would be great for the clients set for staff in HQ to reflect client access in XT.

    James Jaworski supported this idea  · 

  2. Xero Practice Manager: Report on which staff can access client tax returns.

    13 votes

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

    Hi all, we appreciate you sharing and supporting in the idea here. As I'm sure you'll have noticed we have released new unified client and staff experiences.

    While it's not possible to create a report to identify which staff can access client tax returns just yet, this is something that our product team are exploring.

    While not a definite as yet, I'll keep you informed on updates around this through the idea here. Thanks

    James Jaworski supported this idea  ·