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    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 

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    Vicki Stephenson commented  · 

    Xero we are still waiting and this should have been adopted by now. I commented on this a couple of years ago.This update is essential, easy enough to implement as it is done for a rental schedule and is time saving for us. 30 April 2024 - Xero comments we will add it to under review and its been planned for over the next 12 months. Time is up - maybe you will implement for the 2025 AU Tax returns?

    Still waiting.....

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    Vicki Stephenson commented  · 

    Just hoping this does eventuate to a reality, it is a function that existed for years in handitax and I mean years..... and I cannot understand why you have the function built into rental property schedules but not CGT. It is such a time waster repeating the data into separate income tax returns and should have been automated years ago

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    Vicki Stephenson commented  · 

    The software I used previously did this and should be available,

    I am getting a bit over having to enter the same data twice for investment property or share cgt especially where there is a large DRP component. It is inefficient and surely can be fixed by XERO so only one set of data needs to be entered

    Vicki Stephenson supported this idea  ·