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  1. Tax Manager - Remove 'Ready to Start' tax returns from existing jobs

    28 votes

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

    Hi team, taking on board feedback there are several changes our team are working on to solve the pain points raised by customers around 'Ready to start' returns within new Tax Manager.

    To give an idea of what's coming - we're working to;

    • only show ready to start returns on "active" jobs
    • limit ready to start returns to 25 on a page
    • change for identify related clients to only be where there is a relationship or they're in the same "taxable" client group

    I'll keep you updated here as these changes are implemented.

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    Lachlan Bonser commented  · 

    Agreed with this and it has cause a lot of unnecessary confusion among the team... In my view this is not an efficiency/work flow feature that needed to be implemented. How XPM dealt with / showed the returns pre UX changes was workable... this new way is not.
    I would like to see only the tax documents that relate to the specific client not the group.

    Lachlan Bonser supported this idea  ·