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6 results found

  1. AU Tax - Warning when creating client record with same TFN as archived client

    54 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded

    Hi Samantha, thanks for sharing this excellent suggestion for improving data integrity in Xero Tax. Preventing duplicate client records is incredibly important for practice management.

    We've reviewed your idea to have the duplicate TFN warning also check against archived clients when creating a new record. Your suggestion is now ready to gain support and feedback from other members of the community.

    Along with votes, other tax professionals can now share their experiences and comment on how this enhanced warning would help ensure clean client data within their practice.

    Alison Selby supported this idea  · 

  2. Xero Tax - New Tab for All NON Lodged

    5 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Gaining Support  ·  AdminBelinda Welsh (Admin, Xero) responded

    Thanks for sharing your idea.

    We've reviewed it and now it's up to the community to get behind and support it.

    Do make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Alison Selby shared this idea  · 

  3. XPM - Filter reports by tax returns lodged as Final.

    3 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded

    Hi Alison,

    We're grateful for your engagement and for this very specific and useful suggestion for reporting in Xero Practice Manager.

    We've reviewed your idea to be able to filter reports by tax returns that have been lodged as 'Final' for a specific year, and it's now open to gain support from other community members. We can definitely see how this filter would streamline end-of-year processes and remove the need to keep manual lists for cross-checking and archiving clients.

    Along with votes, other practices can now comment to share more details on how this reporting criteria would improve their own client management workflows.🙂

    Alison Selby shared this idea  · 

  4. AU Tax- Inbuilt worksheet to calculate the number of days not liable for the medicare levy surcharge

    119 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Alison Selby supported this idea  · 

  5. Individual Income Tax Return - Future Year Return - Tax Rate

    45 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Alison Selby supported this idea  · 

  6. AU Tax - Field to view Tax return status and whether started in tax report

    12 votes

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    3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Alison Selby commented  · 

    It would be good to be able to filter the Tax Home Page by Not-lodged/Not-Filed.

    We can view the Filed on one tab, but to see ALL Not-Yet-Filed returns we need to go between Draft, Completed, Approved, To sign & To file tabs.
    In the All tab it includes Filed. There is no way of removing the Filed from this tab.
    It would be great to be able to see all outstanding returns in one place without seeing ones already completed.

    Alison Selby supported this idea  ·