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35 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
An error occurred while saving the comment Jennifer Palmer supported this idea ·
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94 votes
Jennifer Palmer supported this idea ·
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1 vote
Thanks for sharing your idea with us, Jennifer!
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Jennifer Palmer shared this idea ·
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50 votes
An error occurred while saving the comment Jennifer Palmer commented
Please prioritise this change!
Jennifer Palmer supported this idea ·
If capital gains have been distributed in a family trust distributions, the data doesn't feed into item 18. You can't select the 'create CGT worksheets…' option like you can for managed funds. Instead you have to create new CGT worksheet & manually enter the CGT information