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  1. AU Tax - Pull client date of death into return

    4 votes

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    0 comments  ·  Practice tools » Tax preparation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    We appreciate that with date of death now available as a field on a client record that some users would like to see this automatically pull through to the relevant tax return.

    While we don't have direct plans of this right now we're keen to get a sense of interest in this from our partners in community.

    Melanie Morrison shared this idea  · 

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

    48 votes

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    15 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  ·