Settings and activity
15 results found
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94 votes
Wendy Litherland
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121 votesWendy Litherland
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62 votesWendy Litherland
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80 votesWendy Litherland
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305 votes
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
Wendy Litherland
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71 votes
Thanks for your interest and sharing with us through this idea, everyone. We appreciate how this change in the pre-fill could improve your use of Xero Tax, and this is something our teams are currently working to solve. I'll be back to share once this is complete.
Wendy Litherland
shared this idea
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158 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
Wendy Litherland
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254 votes
Hi team, we appreciate your engagement and letting us know how a field for adding a clients date of death would help you when working with Xero. We understand having this field would save time hunting around for info when you're preparing tax returns and other client work, and we want you to know this work is being prioritised for development with our product teams.
As soon as there's more progress we'll share an update on this, with you all here.
Wendy Litherland
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32 votesWendy Litherland
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396 votesWendy Litherland
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85 votes
Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.
Wendy Litherland
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24 votesWendy Litherland
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44 votesWendy Litherland
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16 votesWendy Litherland
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154 votesWendy Litherland
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It would be great if we could add other relationships than the following:
Director, Shareholder, Trustee, Beneficiary, Partner, Settlor, Secretary, Public Officer, Spouse, Parent Of, Child Of, Appointer, Member, Auditor, Owner.
I.e., sibling, cousin, executor, bookkeeper, employee etc - ideally we'd love to be able to use it to create a mind map of entire groups and how they are interconnected