Xero Tax (AU) | Include PAYG instalment for Trust Tax Returns
Please add a PAYG instalments section to Trust Tax Returns (TRT). This ensures that both the ATO and the client are provided with the correct tax payable per the tax return where there are no presently entitled beneficiaries.
Hi everyone, thanks for the engagement so far. We understand why having PAYG instalments included directly within the Trust Tax Return calculation statement would help create a smoother tax preparation workflow.
The idea is to add a dedicated PAYG instalment field or calculation line within the Trust Tax Return, allowing tax professionals to track these amounts directly and reduce the need for manual adjustments.
We encourage the community to vote on this idea if you’d find this tax workflow improvement useful.
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Jessica ly
commented
Really important - thanks!
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Sarah Dallmann
commented
Really important - thanks!
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Claire Robinson
commented
This would be great to see in the accounts. Would love this update asap
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Trinity Robinson
commented
Really important - thanks!