View Attachments in Transactions - You can now review and upload attachments in generate.TAX without having to open Xero. We're continuing to improve the review process to make processing your VAT returns easier and faster. This addition means less time shifting between different systems to review the return before submitting.
Watch the video to find out how to check attachments in a submission.
Load Tax Rates - New entities on the global Xero edition only contain a few tax rates. You can now use generate.TAX to choose the tax rates you wish to create and push these directly into the new entity in Xero.
You can create your own template to use for new entities, or you can use the ones provided by generate.TAX. When using the latter, we also handle the automatic loading of the mapping on the VAT return screen.
New Filter - A new filter to assist in the review process has been included in the submissions page. Filterting transactions by the date the journal was created (Created Date) will help the reviewer look for any new transactions that need to be reviewed.
Created Date Filter
This release also includes various small improvements and bug fixes:
Guiding user when the entity has been disconnected when you open a submission.
Loading a previously submitted return will now be significantly faster. Transactions and Exceptions will not be downloaded initially to ensure that access to the return numbers is quick. If you need to check the transactions, you can download them separately.