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  1. Tax Manager - Bulk actions for selected tax returns.

    47 votes

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    13 comments  ·  Xero Partner Hub » Tax Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we understand interest and how bulk action in the new Tax Manager would improve efficiency when preparing tax for your clients.

    Tax Manager is a new experience that is currently in beta in Xero Partner Hub. Bulk actions high on the list of what's coming soon as we build features into this experience.

    We appreciate the importance of bulk actions to everyone here and will be sure to update you all as soon as this is rolled out.

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    Matthew Robinson commented  · 

    This looks like a rebuild of the UI from the ground up so I would say it has not been removed but rather not added yet.

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    Matthew Robinson commented  · 

    There is another task that is similar to this and I put this comment on that one as well.
    Cant lodge in Bulk.
    Cant see which ones are locked to lodge.
    Cant see which ones are suspended.
    Cant see which are available to lodge

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    Matthew Robinson commented  · 

    Cant lodge in Bulk.
    Cant see which ones are locked to lodge.
    Cant see which ones are suspended.
    Cant see which are available to lodge

    Matthew Robinson supported this idea  · 

  2. Clients - Export client data (eg phone numbers)

    4 votes

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    1 comment  ·  Practice tools » Clients  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Matthew, appreciate you sharing how the ability to export clients' information can supports your workflows, particularly when integrating with external systems like phone or CRM tools.

    This idea has now moved to Gaining Support, which means it’s open for the community to vote and add comments. With the new layout, some of the fields available in the old reports, like multiple phone numbers — aren’t currently included in exports. Hearing how this affects your workflow, and what fields you’d find most useful, helps our product team understand the real-world impact and prioritise improvements.

    We encourage anyone who would find this useful to add their votes and share how it could benefit their practice. Thanks for helping us make Xero even better.

    Matthew Robinson shared this idea  · 

  3. Tax Manager - Counts of items in categories

    38 votes

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    5 comments  ·  Xero Partner Hub » Tax Manager  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Great to hear you using and sharing back on our Tax Manager beta experience, Matthew.

    Our product team are closely monitoring the feedback on this here, and as you may have seen this is a feature we have plans for developing, so I'll keep you updated on it's delivery here.

    You can find out more, and see what else is coming to this experience from our Xero Central article. Thanks!

    Matthew Robinson shared this idea  ·