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3 results found
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4 votes
Thanks for sharing this idea with the community. We can understand why being able to add specific wording to the client declaration would be useful.
This idea is open for voting and comments from the community, and we'll be keeping an eye on its progress to gauge interest.
In the meantime, while it's not possible to edit the declaration on the return itself, you can add your own custom text and disclaimers to a cover letter that you send with the tax return. This might help you manage the risk you mentioned.
You can learn how to create your own templates for this here: Customise the cover letter for a tax return.
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Marianne Nisbet
supported this idea
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71 votes
Thanks for sharing the details that'll help you better manage clients in your practice. With the new clients experience within Xero Partner Hub you'll soon have new client fields including the ability to enter multiple email and phone numbers so you'll have a place to record client mobile along with other contact numbers.
Xero Partner hub will be rolling out to partners in early 2026. You can register your interest for early access on our website now. We'll return to update when this is rolled out.
An error occurred while saving the comment Marianne Nisbet
commented
Even if changing the standard fields isn't possible, perhaps a compromise of being able to move fields into a different order or hiding ones that are not useful would be a great option.
It will make the client fields so much more compact and meaningful
Marianne Nisbet
supported this idea
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304 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Marianne Nisbet
supported this idea
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My thoughts were to be able to move around the declaration or merge some of the sections (like fee from refud and pay into trust could be one section) so the clients only sign the bottom of the page each time as we have a heap of people miss the middle of the page signature on the third page