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?
Thanks for the idea, Christopher. We have a separate idea to understand the appetite directly for managed fund distribution for Trusts, here. Welcome to add your support there, too.
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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.