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22 votes
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
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Kelly Lin
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21 votes
An error occurred while saving the comment Kelly Lin
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Bulk delete saves times for all accountants and bookkeepers who deal with timesheets. It will definitely be helpful to have this function available!
Kelly Lin
supported this idea
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I am completing a company tax return for 2024. I realised that the capital gain didn't flow from the trust income schedule to the primary return either. I also need to enter the franking credits manually. It's inefficient to enter data twice. Can Xero please improve the trust income schedule so all information can automatically flow to the correct session?
MYOB tax had the trust income schedule set up many years ago and had no problem with making the data flow through. Can Xero please catch up with its major competitor?
Thank you very much in advance.