Settings and activity
8 results found
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35 votes
Hi team, it’s been interesting to read through all the comments in this thread. We appreciate the ask and the detail you’ve shared around how these changes could make the client edit screen easier to work with when you’re moving quickly between clients.
This idea is now in Gaining Support, which me
This idea is now in Gaining Support, so it’s open for the wider community to add votes and comments. We’ll keep following the discussion as more perspectives are shared.
Kara Pursell
supported this idea
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220 votes
Hi everyone, we appreciate the feedback we've received on this change and while this was an intentional change this is something our product teams are monitoring feedback of very closely and considering improvements around in the new clients experience.
While we can't make any commitments atm I will be certain to share any plans with you all here.
Kara Pursell
supported this idea
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3 votes
Hi Natalie, appreciate your idea about including prior year returns in the Ready to Start list. We can see how this could make workflows in Tax Manager a bit more straightforward.
We’ve moved this to Gaining Support, so it’s now open for the community to vote and comment. Hearing how others might use this helps us understand the broader need.
Our Product team is interested in more ideas for Tax Manager, so if you or others have thoughts on ways to improve it, feel free to share them. Thanks for getting the conversation going.
Kara Pursell
supported this idea
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3 votes
Hi team, we can see how having the Ready to Start list in Tax Manager to include ATO clients missing from XPM/Xero Tax could make cross checking your clients list more efficient. Using this list as a single source to clean up or add missed clients sounds like a practical way to reduce extra steps.
This idea is now in Gaining Support, so it’s open for the community to vote and comment. If this would help your day-to-day work, we encourage you to add your vote and share your perspective—hearing how it could help in different situations gives the Product team a clearer picture of its value.
Kara Pursell
supported this idea
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8 votes
Thank you for your input on the changes that matter most to your workflow.
What happens next? Your idea is now live for community support! To increase its visibility, share it with any colleagues who would benefit so they can vote.
The community can also now use the comments section to provide more detail on why this update is a win for Xero users.
Kara Pursell
supported this idea
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28 votes
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.
An error occurred while saving the comment Kara Pursell
supported this idea
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39 votes
Hi everyone, we appreciate your feedback and would like to share an update on this idea.
Tax Manager is a new feature currently in beta and was released early to give users access to ready to start returns and the lodgment widget.
There are a number of additional features being worked on to enhance Tax Manager that you can read up about on Xero Central, and you'll also notice a 'Coming soon' button within Tax Manager to see what's in the pipeline.
Showing the count of returns based on their status is something we're currently working on and I'll share again here when this is released. Thanks for your contributions on product ideas.
Kara Pursell
supported this idea
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48 votes
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.
Kara Pursell
supported this idea
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I agree with this as well. All the group's entities are getting mixed up on the jobs that they shouldn't be on. Very confusing.