Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Report Builder Fields - Include fields from Tax Return Data

    28 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate you raising the idea in the forums here. We'll continue to get a sense of the interest in being able to pull these Franking fields with the report builder.

    If there are any plans made for enabling this we'll be sure to share with you all here.

    An error occurred while saving the comment
    Donna Wilkinson commented  · 

    I would also like to be able pull reports from XPM for clients with specific items in their tax returns. We are looking to split out those clients who have an investment property in the return and also those who have business schedules.