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  1. AU Tax - Ability to change day time contact

    11 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Greg Allan commented  · 

    This should be a setting as to which number goes here. If you forget to change, we get txts from the ATO that belong to the client

    Greg Allan supported this idea  · 

  2. AU Tax - New client's information are automatically filled for tax return

    113 votes

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    23 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing your thoughts on this idea.

    We want to highlight some existing functionality that could help streamline this process: on the Cover page of a return, there's a toggle that allows you to switch between the Agent’s details and Client’s details.

    Additionally, within the address section of the return, you can toggle to the client's address. Once you've successfully filed a tax return with the client's details selected - Xero remembers this preference. The next time you create a return for that specific client, their details will automatically be the default, saving you from having to manually change it again.

    Though we'll continue to monitor popularity of this idea, we want to be upfront that we don't have any direct plans around the pre-fill behaviour at this time. We'll share if there's any change in status surrounding this idea.

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    Greg Allan commented  · 

    2025 and still not done!

    Greg Allan supported this idea  ·