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103 votes
Hi community, we hear you on the challenges presented by the current process, and having to manually calculate this outside Xero.
Though we don't have immediate plans in the roadmap, this is a feature we'll take into future planning, and we'll be sure to update you all here of any progress.
For now, the best way to handle this is to continue to calculate the apportionment outside of Xero and then manually enter the figures. Thanks
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Luke Palfrey
supported this idea
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87 votes
Thanks so much for taking the time to outline how you’re using Xero Tax and the challenges with clients who have multiple businesses under their personal names. ✨
At the moment, we’re not planning to introduce individual worksheets for each business that then roll up automatically to the main business schedule, so this isn’t something that’s currently in our pipeline.
While I don’t have a timeframe or planned work to share for this specific workflow, your feedback is really valuable in helping us understand where Xero Tax isn’t supporting multi‑business clients as well as it could. We’ll keep monitoring interest in this type of functionality as we review and prioritise future improvements to Xero Tax.
Luke Palfrey
supported this idea
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50 votes
Luke Palfrey
supported this idea
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Luke Palfrey
commented
I would love to see this implemented. Recently moved to Xero and I'm finding it really difficult to track what I've done through the day. This is causing difficulties in avoiding overlap of time or not recording an entry at all for a specific block of time.
The ability to mark a portion of an expense as private for a year is absolutely critical - it's something that comes up regularly and should be just a standard part of the return. We can apportion for regular deductions (e.g. D5), but this needs to be a part of the rental schedule as well