Settings and activity
3 results found
-
238 votes
Thanks for all the engagement and sharing how valuable this feature is to managing your clients with Xero.
I understand the desire for another update and am pleased to share that this is something our product teams will be addressing and are working on developing within the new unified client experience.
I'll share more news here as this gets closer to release.
Mya Stafford
supported this idea
·
-
38 votes
Hi everyone, we have a new Tax Manager that's currently in beta and with a small group of users. As part of Tax Manager there's 'Ready to start' which lists annual income tax returns from the most recently completed tax year, generated using your practice’s client list and data downloaded directly from the ATO.
We'll keep everyone updated here of when this rolls out wider to all AU Tax users. Thanks
An error occurred while saving the comment Mya Stafford
supported this idea
·
-
91 votes
Hi team we appreciate the feedback and interest in adding the Tracking Summary report to Report Templates here. Being upfront this isn't something we have plans for.
However, we've made a recent update to enable you to adding a custom Tracking Summary report to Adviser packs which may meet some of the needs here.
I see there's also been mentions in this thread of users that'd like to add payroll report to report templates and I wanted to highlight this idea that I'd recommend adding your vote for if of interest. Thanks!
Mya Stafford
supported this idea
·
This would be a super helpful tool and would save so much time checking client lists and manuall creating every single return if they would just roll over from the previous year.