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16 results found

  1. AU Tax - Trust Income Schedule

    10 votes

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    6 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

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

    This is slightly different in that you're wanting information from the CGT worksheet to flow through to a TRT.

    Right now non ITR's will need to create a CGT worksheet after the Trust Income Schedule, we appreciate wanting to see further improvement in this space for non ITR's to create a CGT event in a worksheet. It's something we looking to implement in the future but don't have a timeframe on atm. I'll let you know here if there are any changes. Thanks

    Bradley Taylor supported this idea  · 

  2. Job Manager - Set the Primary Contact as the default contact

    6 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Bradley Taylor shared this idea  · 

  3. Practice Manager - Display Name for clients

    30 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Bradley Taylor supported this idea  · 

  4. AU Tax - Remove 0 in managed funds pre-fill from ATO

    49 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Bradley Taylor supported this idea  · 

  5. Xero Tax(AU ) | Business Schedule - Individual Worksheets

    73 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Bradley Taylor supported this idea  · 

  6. AU Tax- Ability to calculate the number of days not liable for the medicare levy surcharge

    97 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Bradley Taylor supported this idea  · 

  7. AU Tax - Losses carried forward - Tax (AUS)

    134 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Bradley Taylor supported this idea  · 

  8. XPM - Bulk Import of Recurring Jobs

    53 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Bradley Taylor supported this idea  · 

  9. Practice Manager | Jobs - Ability to update job Tax Return is associated

    52 votes

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    8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.

    Bradley Taylor supported this idea  · 

  10. Fixed Assets - Partial allocation of depreciation for business and private use

    226 votes

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    submitted  ·  65 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Bradley Taylor supported this idea  · 

  11. Practice Manager | Clients - Date of death field for client details

    243 votes

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    submitted  ·  23 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Bradley Taylor supported this idea  · 

  12. Xero tax - Separate 'Client To Sign' & 'Tax Agent to Sign' lists

    97 votes

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    submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Bradley Taylor supported this idea  · 

  13. Workpapers - Integrate with the Xero trial balance

    86 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Bradley Taylor supported this idea  · 

  14. Workpapers - Ability to use Custom Excel Templates

    150 votes

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    2 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Bradley Taylor supported this idea  · 

  15. Manual Journals - Extend import limit

    21 votes

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    6 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Bradley Taylor supported this idea  · 

  16. Reconciliation | Find & Match - Payruns and superannuation payments

    15 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Bradley Taylor shared this idea  ·