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  1. Practice tools | Clients - Date of death field for client details

    259 votes

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    29 comments  ·  Practice tools » Clients  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!

    With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.

    This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website

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    Melanie Morrison commented  · 

    Why does the date of death not flow from the clients details into the relevant tax return?

  2. AU Tax - Create CGT worksheet from Trust Income Schedule (TIS) for non-individual returns

    45 votes

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    14 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

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

    We appreciate wanting to see further improvement in this space, and this is something we have intentions of looking at in the future, however we don’t have any timeframe right now. I’ll be sure to share any news with you all here.

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    Melanie Morrison commented  · 

    Xero, until the capital gain from a Trust distribution flows to item 21 automatically, please put a warning in the Trust Income Schedule!

    Melanie Morrison supported this idea  ·