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82 votes
Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.
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Julie-Anne (Jewlz) Ellem
supported this idea
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359 votes
Hi everyone, back with another update as there is more work our product team have been doing in this space. Soon we'll introduce future year forms for trust(TRT), partnership(PTR) and fringe benefit(FBT)! 😊
I'll round back to confirm once these are out and you can begin making use of them.
An error occurred while saving the comment Julie-Anne (Jewlz) Ellem
commented
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.
Julie-Anne (Jewlz) Ellem
supported this idea
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5 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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I'd also like to add: Successor Director for Companies and Successor Appointer for Trusts.