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  1. AU Tax: CGT - Option to copy and transfer

    298 votes

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    39 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Linda Indrisie commented  · 

    This would save a lot of time.

    Linda Indrisie supported this idea  · 

  2. Hubdoc - Convert bank statement to csv file

    293 votes

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    51 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    under review  ·  AdminDana A (Admin, Xero) responded

    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

    Linda Indrisie supported this idea  · 

  3. Workpapers for Individual Tax Returns

    10 votes

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    2 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Linda Indrisie shared this idea  · 

  4. Workpapers - Integrate with the Xero trial balance

    87 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Linda Indrisie commented  · 

    Yes. This is how accountants do their paper workpapers. Supporting documents behind each ledger account.