Xero tax (AU) - Managed fund distribution for CTR, SMSFTR, TRT
can we have a managed fund distribution schedule in tax returns for companies, SMSF, Trust, and partnerships?
Christopher Le
shared this idea
Thanks for sharing with us here, everyone. We recently released 2024 Tax forms in Xero Tax for AU. As part of this we've introduced the Trust Income Schedule into non individual tax returns, which provides for what you're after here. You can read more on all the changes that have been rolled out through Xero Central, here.
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Kelly Lin
commented
Hi Xero Community,
Since the managed fund distribution worksheet is already available to ITR, why we can’t have the same thing for CTR?
MYOB has the managed fund distribution schedule available in all entities’ tax returns. It will be helpful if Xero can do the same thing as well.
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Dan Burrough
commented
Hi Xero Community,
As there is the option in the TRT to input a schedule for managed fund distributions from various listed units held - are there any plans in the pipeline to include the same for the CTR?
If so - what would be the timeline for such addition?
Thanks!
Dan.