The Tax Return AutoFile process automatically creates documents in FYI for the tax returns in Xero Tax. This gives direct and easy access to all the tax returns without having to manually open and locate them within Xero Tax.
Once your administrator has set up the process, it runs on a scheduled daily basis to retrieve all newly issued returns since the process was last run.
The tax returns that have been automatically filed display in the Clients - Tax tab. Refer to Client Tax.
Tax returns can also be accessed from any other relevant document list in FYI.
Tax Returns are created as links to the tax return in the client's Xero Tax. As this is a dynamic link, this ensures that you always have access to the up-to-date copy of the tax return in Xero Tax.
To access the tax return, open the document and you are prompted to log in to Xero Tax.