You can now check the GST Return status for ALL of your clients right on the Dashboard. No more digging into individual client’s details to find out who hasn’t finalised their GST that’s next due.
You can now pick which GST period you want to work on for each client.
How does it work?
The ‘GST Period Completion’ column on the Dashboard now includes an icon to indicate the Return status: F = Finalised, D = still in Draft mode.
Use the GST Period selector in the client’s ‘Taxes & Compliance’ tab to control which period is shown in the two GST insights (‘GST Period Completion’ and ‘GST Forecast’). Aider still shows you the period next due by default. But now you can get a head start on the current incomplete period, or catch up on older periods not yet finalised.
What benefits do these enhancements have for advisors?
Together these enhancements should help improve your GST task efficiency and productivity.
Complete your GST work more quickly and with less effort.
See at a glance which clients need a reminder to complete their GST filing.
Manage your workload and be able to support clients working at different paces - get a head start or catch up on overdue periods.