Settings and activity

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1. Report Builder Fields - Include fields from Tax Return Data

   28 votes

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   2 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate you raising the idea in the forums here. We'll continue to get a sense of the interest in being able to pull these Franking fields with the report builder.

   If there are any plans made for enabling this we'll be sure to share with you all here.

   Pauline Cruz supported this idea  ·  06 August, 2025

2. AU Tax - Bulk selection and status updates

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   41 votes

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   2 comments  ·  Practice tools » Tax preparation  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, appreciate the interest this idea is growing, however reviewing this post there are a few ideas wrapped up in the one and it'd be good for us to untie this to understand the needs and interest in each separately.

   As currently designed, there are dedicated state tabs e.g Draft, Completed Approved etc from which you can select all and perform bulk actions. This also provides a total of the items selected in the list header.

   Bulk actions are generally relevant to the state a return is in - For example being able to Approve is only relevant to returns currently in a Draft state.

   It'd be good to get more feedback of your workflow here and why you'd be wanting to perform these bulk actions from the All tab rather than the dedicated state tab?

   I've created a couple of new ideas to track the interest in being able to show/hide columns from the list views, and another for holding selection across multiple pages, so please add your vote to either of these if of interest to you.

   In relation to the details shown in the list - we'd like to get a gauge of what specific information you'd be wanting to see from this view - there's an existing idea some may like to join to view tax payable/refundable or please start a new idea if there's something else you're wanting to see.

   Hi everyone, appreciate the interest this idea is growing, however reviewing this post there are a few ideas wrapped up in the one and it'd be good for us to untie this to understand the needs and interest in each separately.

   As currently designed, there are dedicated state tabs e.g Draft, Completed Approved etc from which you can select all and perform bulk actions. This also provides a total of the items selected in the list header.

   Bulk actions are generally relevant to the state a return is in - For example being able to Approve is only relevant to returns currently in a Draft state.

   It'd be good to get more feedback of your workflow here and why you'd be wanting to perform these bulk actions from the All tab rather than the dedicated state tab?

   I've created a couple of new ideas to track the interest in being… more

   Pauline Cruz shared this idea  ·  29 May, 2025