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2 results found

  1. AU Tax - Create CGT worksheet from Trust Income Schedule (TIS) for non-individual returns

    I'm completing my first Trust ITR for 2024, and inputting info into the new Trust Income Schedule.

    The Non-PP income flows through to Item 8, but the Capital Gain isn't flowing through to Item 21...

    WHY do you insist on SO MUCH double entry??!?

    It's not even throwing an error, like the 'Managed Fund' schedule does in an Individual ITR??

    36 votes

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    13 comments  ·  Xero Tax  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the conversations here. The other idea linked in this conversation that we delivered on was the ability for information to flow from the Trust Return(TRT) to Individual Returns(ITR) which is facilitated with the Trust Income Schedule.

    We appreciate wanting to see further improvement in this space, and this is something we have intentions of looking at in the future, however we don’t have any timeframe right now. I’ll be sure to share any news with you all here.

  2. 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.

    309 votes

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    42 comments  ·  Xero Tax  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.

    We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here

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