NZ Tax - import beneficiary schedule details and trust disclosure figures.
It would be great to have the functionality to import beneficiary schedule details such as current account transactions/balances and also import the figures for trust disclosure requirements.
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- A clear statement of the current problem (e.g., "We currently have to manually re-enter data from Xero reports into tax software...").
- A clear description of how the proposed feature would be used in a typical workflow.
- The impact of this feature for your business (e.g., "This would save us 2 hours per client during tax season and reduce the chance of data entry errors.").
We'll need some more detail as mentioned above for your post to be considered as an idea here, Katie.
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