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  1. 7 votes

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    Wendy Jia supported this idea  · 
  2. 310 votes

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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

    Wendy Jia supported this idea  · 
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    Wendy Jia commented  · 

    Hi Xero Tax,

    At the moment you don't have the function to transfer CGT Worksheet or schedule for shared assets (rental property, share portfolio) from one client to another, both using XERO Tax for Tax Returns, once choosing the relevant client and put in the ownership %. It would be more efficient to add this function in. It is similar to shared rental schedule to transfer data across to another owner

  3. 44 votes

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    Wendy Jia commented  · 

    Ability to approve time sheets daily

    Wendy Jia supported this idea  ·