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AU Tax: CGT - Option to copy and transfer

Capital gains tax worksheet - where an capital assets is owned by more than one person say husband and wife 50:50. If the worksheet has been prepared for one taxpayer, have an option to have this copied/ transferred to the other taxpayer similar to rent schedule.

For property generally there could be just one item but for shares there may be huge number of CGT events.

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Dinesh Raghvani shared this idea  ·   ·  Report…  ·  Admin →
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under review  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Heya everyone, thanks for your input to Product Ideas and letting us know the value of the CGT worksheet for you.

We're going to move this idea to Under Review as this is something the team have planned over the next 12 months. There are a few other pieces of work lined up before this, so we'll share news when this progresses. Thanks

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  • Miranda Bravo Hollands commented  ·   ·  Report

    This is such an important feature that we need. HandiTax has been able to do it for years.

  • Scott Bailey commented  ·   ·  Report

    Every other tax software I have used has this feature and saves so much time. To me this should be a standard feature

  • Simon Etheridge commented  ·   ·  Report

    The ability to post CGT calculations between say husband and wife is critical, especially when you have multiple share trades. To have to enter everything twice is a complete waste of tiem.

  • Ellie Trist commented  ·   ·  Report

    This is absolutely necessary, and should be easily possible in the same way we can use this function in a rental schedule. Please add it in Xero!

  • Sam Higgins commented  ·   ·  Report

    Would be great to have this feature to improve efficiency!

  • Scott Bailey commented  ·   ·  Report

    I have used multiple tax software and have always had this feature. It saves so much time and is crucial to being efficient and not wasting time.

  • Nick Munro commented  ·   ·  Report

    A simple thing to do, as you can do it for Rental Schedules. The other tax softwares can do it.

  • Paul Wineberg commented  ·   ·  Report

    I have used some really basic tax programs in the past that have this feature. Wit the linking of tax return data between spouses, surely this is something that should be an easy fix.

  • Aishwarya Jat commented  ·   ·  Report

    Please get that feature asap as tax season is coming, it will be helpful for us. Thanks

  • Jobin Jacob commented  ·   ·  Report

    Totally agree, as there was a client who had traded 50+ shares and we needed to enter each as 50 worksheets.

  • Fanol Bekiri commented  ·   ·  Report

    Would be a very handy feature and save us so much time! Hopefully Xero gets on to this ahead of the new tax season.

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