A configurable tool to collect form fields and attach standard queries for review.
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Are you tired of manually copying and pasting data from Xero Tax forms? Do you find yourself typing the same review questions over and over? The Xero Form Collector is a powerful browser extension designed exclusively for accountants and bookkeepers to dramatically speed up the tax return review process.
With just one click, you can capture any field's value, attach a standard or custom query, and build a clean, review-ready report—all without ever leaving the Xero Tax interface.
Key Features:
One-Click Data Capture: Blue arrow buttons appear next to every field on a Xero Tax form. Simply click an arrow to instantly capture the field's label and its value.
Standard & Custom Queries: Stop re-typing common questions! When you capture a field, a list of pre-defined, relevant queries appears. Select one to attach it instantly. Use the Options page to add your own custom questions for any field to match your firm's specific review procedures.
Live Sidebar View: All collected fields and their queries are instantly visible in a clean, organized sidebar. See your review notes build in real-time as you work through the form.
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