Key dates required from ATO
closed
Matthew Burnett
Can Xbert consider adding templates that have the capacity to track key dates that regularly occur for all clients.
This includes BAS / TPAR / Lodge and Pay income tax.
Manually adding all these dates that are always required for all clients is time consuming. If this can be developed as a template / calendar or similar from Uber that would be helpful.
Date include those listed on the Xero website.
This would be very helpful to view through Xbert to run workflows regarding key dates to clients.
S
Sunniva Andersen
marked this post as
closed
Thanks for raising this and for the detailed context! We agree that managing key dates consistently across clients is important, particularly where the same obligations apply regularly.
Rather than having centrally maintained ATO dates, we're approaching this in a more flexible way. We're actively working on improvements that allow you to store client-specific information (such as key dates) in a structured way and surface that information within workflows and tasks where it's needed.
This approach keeps ownership of regulatory dates with the firm, and improving visibility across workflows. We'll share more as this capability continues to evolve.
We'll close this request for now, but if you have questions, don't hesitate to reach out via our support chat 😊
Aaron Wittman
Thanks Matthew for the feedback. We are looking into this, we have been using our new AI to unlock this type of information, which can empower addtional setup or protection against incorrect setup etc. I will keep you information of the progres. You will start to see this unfold as we release our new XBert Intelligence into the product.
Aaron Wittman
marked this post as
under review