Skip to content
← For accountants & bookkeepers

Enter your idea

For accountants & bookkeepers: Xero Tax

Categories

(thinking…)

NZ Tax | Trust IR6 Return - Import Beneficiary Details from Green Xero

Import the beneficiary details (DOB & address) from green xero into the beneficiary area in the IR6 Trust tax return

18 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Sue Collins shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminEthan M (Admin, Xero) responded  · 

Hey community - this is now delivered 🎉

Last week our NZ Tax team rolled out an update to fulfil this request. 

When a new IR6B Beneficiary schedule is created, and a relationship exists, Xero will now populate the date of birth and address from the client record.

Thanks again for all the feedback around this idea! If there's further improvements you'd like to see in Xero Tax, be sure to share them with our team here on Product Ideas.

Show previous admin responses (1)
Comments are closed An error occurred while saving the comment
  • Mike Sinclair commented  ·   ·  Report

    You already have that ability .
    What would be better would the ability to import Settlors

  • Karen Nicholas commented  ·   ·  Report

    There is no point in recording this information in green xero if it cannot be imported into the appropriate tax returns, including the IR6. A lot of double data inputting involved if we can't import.

  • Tess Annabell commented  ·   ·  Report

    This is very time consuming for Trust's with multiple beneficiaries.