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  1. AU Tax - Restrict staff access to specific returns

    12 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Jonathan Swanton supported this idea  · 
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    Jonathan Swanton commented  · 

    I would also value the ability to quickly and easily select certain tax clients to be visible to certain staff members, similar to how staff can be allocated certain clients via Xero HQ. Seems like an obvious product change.

    The current process is very manual and slow, especially if there are a lot of specific clients you want to hide from staff to access.

  2. AU Tax - Agent nomination from Xero

    7 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Jonathan Swanton commented  · 

    I would also extend this idea to individuals who wish to appoint a new tax agent. At present, there is no functionality within Xero Tax to be appointed as tax agent. I would also like to see a client update form available for the client to sign and once filed, the tax agent can be appointed.

    Jonathan Swanton supported this idea  ·