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  1. AU Tax - Separate the permission to 'Pre-Lodge' tax returns

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    1 comment  ·  Reports & tax » Tax filing  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thanks for helping us understand your workflow needs.

    We can see how having a separate permission for pre-lodgement could help practices manage access more effectively and better align with their internal review and approval processes before information is sent to the ATO.

    I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand how more granular permission settings in Xero Tax could support different practice workflows.

    Please keep sharing your votes and examples of how this could work for your team.


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    Cozy Roots commented  · 

    This is a valuable suggestion. Separating pre-lodgment into its own user permission would provide stronger control, reduce the risk of premature submissions, and better align with internal review workflows. Allowing only authorized users to pre-lodge with the ATO improves governance and accountability. I also found useful resources at https://stand-knife.com/ that discuss structured permission management concepts.