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293 votes
Hiya team, we understand the importance of being able to get ahead and create future tax forms in Xero. While work for this isn't underway just yet, we have plans to develop Company Tax Returns(CTR) for the future over the next 12 months. We know there are some in the idea here very much interested in Trust Tax Returns(TRT), however these will be further out, after CTR's.
We'll keep you updated on any progress of this in the idea here. Thanks
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Julie-Anne (Jewlz) Ellem
supported this idea
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4 votes
An error occurred while saving the comment Julie-Anne (Jewlz) Ellem
commented
In light of XeroCon2023 cyber security - I believe there should be an option on Xero XPM that allows us to delete sensitive data from archived clients.
If we are to do annual audits of the data we hold, and keep and delete what we no longer need to have on file, would it not then be pertinent to give us a reminder when we archive clients that leave our practice to either manually delete (or automagically ask for it to be redacted).
I'm thinking data including:
+ Tax File Numbers
+ Date of Birth
+ Bank detailsAt the moment, the process to delete this information from my archived list is to restore the old client, manually delete, and then re-archive.
For those of us who have used XPM since inception, that's a LOT of clients and a LOT of data to delete being a big time waster, but important in these times of higher scrutiny on data security.
Ideally we'd have two options available to Practice Administrators:
1. Delete this data from already archived clients
2. Reminder / Request to delete this data upon archiving active clientsJulie-Anne (Jewlz) Ellem
supported this idea
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This is also very important for preparing Partnership tax returns, and for returns for entities (companies etc) that want to wind up and get tax back prior to winding up for the current financial year period (eg due to family breakdowns etc). And also, in the delicate matter for Estate returns, where families want to be able to move on and manage the tax affairs of loved ones for distributions and to not be constantly reminded of the date of death etc.