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  1. Homepage - Add a "Tax and Reporting" quick-link widget to the Dashboard

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    5 comments  ·  New Homepage » Homepage  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Andrea, appreciate your sharing on how having a “Tax and Reporting” shortcut on the dashboard would make accessing tax returns and key reports quicker and simpler. Navigating through multiple menus can slow things down, especially when deadlines are looming.

    In the meantime, you can access your VAT return directly from the Tax menu on the navigation bar for quicker access.

    I’ve moved this idea to Gaining Support so we can track interest and show our product teams how much this shortcut could help make compliance tasks faster and more efficient.

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    Anette Meandro commented  · 

    Would like the GST/HST Returns In progress section to show on the Homepage instead of the Chart of Accounts Watchlist. My clients could see at a glimpse what is owed for the 2 periods in progress vs the Chart of Accounts Watchlist showing a YTD balance owing.

    Anette Meandro supported this idea  ·