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  1. 25 votes

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     ·  0 comments  ·  Practice tools  ·  Admin →
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    Robbie Wilson supported this idea  · 
  2. 36 votes

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     ·  3 comments  ·  Practice tools  ·  Admin →
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    Robbie Wilson commented  · 

    I dont mind manually entering the offset because it ensures you think about it.
    However, the taxable taxed component should NOT be prefilled into a clients tax return if they are aged over 60.
    This can lead to too much tax being paid incorrectly.

    Robbie Wilson supported this idea  · 
  3. 103 votes

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    Hi community, we hear you on the challenges presented by the current process, and having to manually calculate this outside Xero.

    Though we don't have immediate plans in the roadmap, this is a feature we'll take into future planning, and we'll be sure to update you all here of any progress.

    For now, the best way to handle this is to continue to calculate the apportionment outside of Xero and then manually enter the figures. Thanks

    Robbie Wilson supported this idea  ·