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  1. Xero Tax (AU) - Contact number toggle on tax return cover

    3 votes

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    0 comments  ·  Practice tools » Tax preparation  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes you'd like to see to the tax return cover page.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Jackie Doorly supported this idea  · 

  2. AU Tax - Ability to schedule client tax return emails to be sent for signing

    1 vote

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    0 comments  ·  Practice tools » Tax preparation  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Jackie, thanks for bringing this idea forward.

    We understand you’re looking for an option to schedule tax return emails for signing, so client communications can be sent at a time that works best for your practice and clients.

    Having more control over when signature requests are delivered could help practices manage busy tax periods more efficiently.

    We’ll continue to track feedback and interest from the community for this idea. Please keep sharing your workflows and use cases here.


    Jackie Doorly shared this idea  ·