Report Builder Fields - Include fields from Tax Return Data
It is not currently possible to pull a report of all clients that have Franked distributions (field U) and Franking credit (field D) on their tax returns. As the ATO has released a new area of focus on franking credit trading rules known as the '45 day holding period rule' we would like an easy way to track and highlight companies that could
Liz Reams
shared this idea
Appreciate you raising the idea in the forums here. We'll continue to get a sense of the interest in being able to pull these Franking fields with the report builder.
If there are any plans made for enabling this we'll be sure to share with you all here.
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Peter Lawrence
commented
Expand the selectable reporting fields in Xero Tax Report Builder so that every field in an AU tax return can be selected for inclusion in a customised report. Information regarding rental or dividend income included in tax returns for companies, trusts and partnerships can be reported and used building out lists of clients that will be impacted the by recent CGT changes
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Donna Wilkinson
commented
I would also like to be able pull reports from XPM for clients with specific items in their tax returns. We are looking to split out those clients who have an investment property in the return and also those who have business schedules.
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Chris Tinta
commented
Thanks for update. Every single data point in every single tax return/type should be available to reporting (and an API).