Settings and activity
9 results found
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52 votes
Thanks for supporting this idea, everyone.
While we know this isn't a perfect solution, the current workaround is to manually track these transfers and we have some help on doing this within Xero Central.
While we understand the desire for improvements to this process, we want to be upfront that this isn't in our current roadmap.
As you may have heard from our recent Xerocon announcements there are lots of exciting improvements coming within the Practice space over the coming months that we our teams are developing for.
While we will move the idea to Not in pipeline, should there be any change around this we will be sure to share with you here.
An error occurred while saving the comment 
Jan Towers
supported this idea
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An error occurred while saving the comment Jan Towers
commented
Would also be useful to have the Return Filed Date showing in the transfers list.
An error occurred while saving the comment Jan Towers
commented
Currently the search only looks for Recipient name.
Would be good to have an explanatory note to that effect in the Transfers tab.Further, and even better would be ability to search the From names as well.
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52 votes
An error occurred while saving the comment Jan Towers
commented
Need to be able to export the data or run a Report on the data for the Tax/Statements/Transfers tab screen.
OR, add the ability to filter in the screen for the Return State column so that it is possible to view only Filed state and higher.Jan Towers
supported this idea
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1 voteJan Towers
shared this idea
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43 votes
Our team is looking into this idea, however, they don't have any dates planned on when they’ll develop a notification to let you know whether a tax letter has failed to send. We understand that this feature is important so that you can be certain your clients have received their tax payment reminder letters.
We are monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status, and if there's any movement, we'll make sure to come back and update you here.
Jan Towers
supported this idea
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36 votesJan Towers
shared this idea
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116 votes
Hi team, back to share an update as work progresses. 😊
Our team are in active development of 2025 (and future years) tax returns to provide pre-population of loss balances bought forward. We'll also provide warning on the return where data differs from that received from IR.
I'll loop back again as we roll this out, along with further details of the change. Thanks!
Jan Towers
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59 votesJan Towers
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2 votesJan Towers
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27 votesJan Towers
supported this idea
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Needs to also have a filter in the Return State column to more easily display the Assessed ones without having to skip through the pages.