Settings and activity
12 results found
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2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Sara DiCandilo
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8 votes
Hi Lucy, thanks for sharing this specific feedback about our AU Tax module. We know that small adjustments to default settings can often make a big difference in streamlining a workflow.
We've reviewed your suggestion to change the default option to 'Yes' for transferring capital gains to the tax return on the Managed Fund Schedule. Your idea is now ready to gain support and feedback from other tax preparers in the community.
Along with votes, others can now comment to share if this default setting would better match their own process and improve efficiency when preparing returns.
Sara DiCandilo
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AU Tax- Inbuilt worksheet to calculate the number of days not liable for the medicare levy surcharge
124 votesSara DiCandilo
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46 votesSara DiCandilo
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50 votes
An error occurred while saving the comment Sara DiCandilo
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37 votesSara DiCandilo
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33 votesSara DiCandilo
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314 votes
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
Sara DiCandilo
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83 votesSara DiCandilo
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115 votes
Thanks so much for your continued feedback and for casting your votes for automating losses carried forward in Xero Tax NZ. We genuinely appreciate you highlighting the challenges you face with the current process, and understand that manually re-entering these figures is a significant pain point for many of you.
I wanted to let you know that this idea is currently In discovery - Meaning our product team is actively researching and exploring the best ways to address the need for automated loss carry-forwards, including how different loss types behave and how to ensure a seamless flow of data within Xero Tax.
We'll be sure to provide another update as soon as we have more information to share on our progress.🙂
Sara DiCandilo
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24 votesSara DiCandilo
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17 votesSara DiCandilo
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This schedule needs to print as part of the depreciation reports that already print.