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  1. 31 votes

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    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

    Cassy Johnson supported this idea  · 
  2. 351 votes

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    Cassy Johnson supported this idea  · 
  3. 65 votes

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    Thanks for your interest and sharing with us through this idea, everyone. We appreciate how this change in the pre-fill could improve your use of Xero Tax, and this is something our teams are currently working to solve. I'll be back to share once this is complete.

    Cassy Johnson supported this idea  · 
  4. 261 votes

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    Hi community, we're thankful for all your support and letting us know the importance of this idea to you in appropriately recording Fixed Assets in Xero.

    As many will have experienced we've launched a new version of Fixed Assets to most regions with just a portion of AU left to receive this new experience. There's been lots of work from the team to develop this version all built on updated technology that'll enable growth in this space, overtime.

    Currently, though we've done some initial discovery of what'd be required to build the capability to proportion assets depreciation for business and private use in all regions, this hasn't been currently planned for the short term.

    For the time being, we'd recommend posting manual journals to record the private use apportionment of a Fixed Assets depreciation.

    If you're using Fixed Assets in NZ it's possible to set up an asset and apportion…

    Cassy Johnson supported this idea  · 
  5. 17 votes

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    Cassy Johnson commented  · 

    Companies too please!

    Cassy Johnson supported this idea  · 
  6. 38 votes

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    Cassy Johnson supported this idea  · 
  7. 10 votes

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    Cassy Johnson supported this idea  · 
  8. 19 votes

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    Cassy Johnson supported this idea  · 
  9. 11 votes

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    Cassy Johnson supported this idea  · 
  10. 35 votes

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    Thanks for your images showing what you're meaning here, Zoe. Makes it super clear for others and our product teams. 

    Appreciate it's not the ideal solution but good to hear you're aware of how you can group and rename an account through the Financial reports at present. We'll keep an eye on the interest in this, here. 

    Cassy Johnson supported this idea  · 
  11. 113 votes

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    Cassy Johnson supported this idea  · 
  12. 50 votes

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    Cassy Johnson supported this idea  · 
  13. 291 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 

    Cassy Johnson supported this idea  ·