Settings and activity

3 results found

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

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   54 comments  ·  Practice tools  ·  delete…  ·  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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   Simon Etheridge commented  ·  14 March, 2025  ·  Edit…  ·  delete…

   Critical update needed ASAP

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   Simon Etheridge commented  ·  03 May, 2024  ·  Edit…  ·  delete…

   The ability to post CGT calculations between say husband and wife is critical, especially when you have multiple share trades. To have to enter everything twice is a complete waste of tiem.

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   Simon Etheridge supported this idea  ·  03 May, 2024

2. Practice Manager - Beneficiary Accounts Report

   3 votes

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   0 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   We appreciate the request in this idea, and would like to keep tracking the interest from practices that'd also find a report of this nature useful.

   We will share if there are any updates planned.

   Simon Etheridge shared this idea  ·  29 February, 2024

3. Xero dashboard - Ledger Only Client dashboard

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   submitted  ·  0 comments  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
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   Simon Etheridge shared this idea  ·  04 October, 2023