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4 results found

  1. AU Tax - Bulk create tax returns

    19 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Aaron Blomeley supported this idea  · 

  2. AU Tax - New client's information are automatically filled for tax return

    113 votes

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    23 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing your thoughts on this idea.

    We want to highlight some existing functionality that could help streamline this process: on the Cover page of a return, there's a toggle that allows you to switch between the Agent’s details and Client’s details.

    Additionally, within the address section of the return, you can toggle to the client's address. Once you've successfully filed a tax return with the client's details selected - Xero remembers this preference. The next time you create a return for that specific client, their details will automatically be the default, saving you from having to manually change it again.

    Though we'll continue to monitor popularity of this idea, we want to be upfront that we don't have any direct plans around the pre-fill behaviour at this time. We'll share if there's any change in status surrounding this idea.

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    Aaron Blomeley commented  · 

    Agree, please resolve.

    Aaron Blomeley supported this idea  · 

  3. XPM | Job Manger - Bulk allocating Task/s to Multiple Existing Jobs

    12 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Aaron Blomeley supported this idea  · 

  4. AU Tax: CGT - Option to copy and transfer

    336 votes

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

    Hi everyone, we'd like to share an update that this idea is back on the teams roadmap as they begin to look into this work again.

    Atm, we can't set any timeframes but will stay close to share the latest news around this with you all on this idea. Thanks

    Aaron Blomeley supported this idea  ·