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  1. 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  · 

  2. AU Tax- Ability to calculate the number of days not liable for the medicare levy surcharge

    118 votes

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

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

    43 votes

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

  4. 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  ·