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

    332 votes

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    54 comments  ·  Practice tools  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to share an update that this idea is back on the teams roadmap as they begin to look into this work again.

    Atm, we can't set any timeframes but will stay close to share the latest news around this with you all on this idea. Thanks

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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

    300 votes

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    55 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    under review  ·  Dana A 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

    51 votes

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    15 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your feedback. Our product team are very much across the ideas in this forum with the new Workpapers solution being progressively released.

    Right now, we're monitoring feedback and engagement with the new solution closely and have plans to continue enhancing this product.

    I'll be sure to share any progress for Individual Tax returns in Workpapers with you here.

    Linda Indrisie shared this idea  · 

  4. Workpapers - Integrate with the Xero trial balance

    96 votes

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    In development  ·  8 comments  ·  Practice tools  ·  Admin →
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    Linda Indrisie commented  · 

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