Practice Manager - Managed Fund Distribution Worksheet & Income Averaging
When there is a Managed Fund distribution on the prefill, the distribution is automatically entered into the Managed fund distribution worksheet. If there is no figure, it pulls through a $0.00 which leads to a $0.00 at the primary producer label L. This then automatically triggers the income averaging to which you manually have to OPT out of. Please fix this issue.
Demi Ward
shared this idea
-
Dean Rob
commented
needs to be fixed, embarrasing
-
Bob Green
commented
Please fix this Xero! Surely it cannot be too hard to supress the $0 amounts in managed fund prefill imports.
-
Celia Xijier
commented
Hi,
I have removed the number 0 in all 4 Funds for the NPP, and unclicked the both option Yes or no in averaging income, however, when I click "complete" the option No has been automatically clicked.
So that there is averaging income figure pops up in tax return.
Please refer to the 2 snips attached here.
Thanks. -
Heidi McCormick
commented
This has caught me out more times than I care to remember:(
-
Anna McLeod
commented
Having this problem too
-
Naomi Leske
commented
I have this problem too- would be great to see it updated.
-
Rachel Hall
commented
Completely agree, this needs to be changed.
