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  1. Practice Manager - Relationship Type

    92 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jan Donnelly commented  · 

    We had this feature in our Practice Manager but in the recent update it has disappeared. The clients that have associates already linked are still showing. However, we cannot add any new associates to client which is very frustrating.
    This is an essential feature as we have large groups with many entities and/or family members.

    Jan Donnelly supported this idea  · 

  2. AU Tax - Xero Tax Trust Estimate For ALL Trust Types

    118 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Jan Donnelly shared this idea  · 

  3. Practice Manager - Managed Fund Distribution Worksheet & Income Averaging

    22 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jan Donnelly supported this idea  · 

  4. AU Tax: CGT - Option to copy and transfer

    291 votes

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    39 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    submitted  ·  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 

    Jan Donnelly supported this idea  ·