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  1. bank details

    1 vote

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    0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Ben Moore shared this idea  · 

  2. Personal Tax (UK) - Tax adviser details

    11 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    under review  ·  AdminHannah G (Admin, Xero) responded

    Thanks for raising this idea, Abhaas. The tax adviser details will roll forward into the next year for each client, once added. But we totally understand that entering them in one place for all clients would be a big time saver.

    For full transparency, this is something we'd love to solve for you, but we currently are working on other items like importing HMRC data and supporting the SA107, so it isn't currently something that is planned right now.

    We definitely see the positives from auto-filling the tax adviser details so we'll continue to monitor interest in this idea and consider how this fits into our plans with making tax and practice management more integrated.

    Ben Moore supported this idea  ·