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

    54 votes

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    16 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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    Kelly Lin commented  · 

    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.

    Kelly Lin supported this idea  · 

  2. AU Payroll - Bulk delete timesheets

    56 votes

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    16 comments  ·  Payroll & expenses » Payroll  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we'd like to share an update as we work toward making managing and reviewing employee timesheets easier for you in Xero Payroll.

    We’re updating the timesheet admin experience, including a new timesheet list and a redesigned details view to help you find what you need faster.

    We’d like to engage you all here for help in shaping these improvements.

    We’re looking for customers who manage or approve employee timesheets to join an early access program, where you’ll try the new interface and give feedback directly to our team.

    What you can expect:

    • Easier admin tasks: Navigate your list and details views faster (this only impacts admins, so there’s no change for employees)
    • Early access: Try these updates before they’re available to everyone
    • Quick feedback: Help us fine-tune the final product by taking short surveys within the new screens

    If you'd like to give some time…

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    Kelly Lin commented  · 

    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  ·