Once you have rolled over your tax returns to Tax 2025, you can change the Estimated Tax comparison from 2024 to 2025. You can do this at any time. You may wait until a large number of tax returns have been processed, or you may change over immediately.
The process is straightforward:
1. Find the Estimated Tax report that you run on a regular basis under Custom reports.
2. Open the report in designer mode.
3. Edit [Tax Return] Tax Year to equal 2025, then Save the change.
4. Run the report. It will pick up all the 2025 Estimated Tax figures. Continue dropping the report into Hubdata with the TFN report in the normal way.
If you are enjoying the seamless integration between Xero and ATO SmartDocs, consider rating and reviewing ATO SmartDocs on the Xero App. Your feedback helps us continue to improve and also assists others in discovering the benefits of our integration.
It is quick and easy:
1. Visit the ATO SmartDocs page on Xero Apps: https://apps.xero.com/au/app/ato-smartdocs
2. Log in to your Xero account to leave a review.
3. Click the ratings and reviews buttons and share your thoughts.
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