Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Practice Manager | Jobs - Ability to update job Tax Return is associated

    51 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.

    An error occurred while saving the comment
    Samantha Cotton commented  · 

    Xero please consider this sooner rather than later, as its one of the most frustrating things about Xero - that if an accountant has created a return in the wrong job it has to be deleted and re-created again rater than simply moving it.

    Yes i also second making it mandatory for returns to be created within a job as we too have the issue of some accountants not following procedures and creating tax returns without a job and then we cant link it with the appropriate job.

    Should be an option like you can move time sheet entries to different jobs.

    Samantha Cotton supported this idea  ·