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  1. AU Tax - Superannuation Lump Sum Tax Offset

    11 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Jane Perry supported this idea  · 

  2. AU Tax - Trust Income Schedule

    35 votes

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    11 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    submitted  ·  AdminKelly M (Community Manager, Xero) responded

    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

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    Jane Perry commented  · 

    to flow from the Trust Return(TRT) to Individual Returns(ITR) - is a basic expectation

    In addition we are looking to why in a CRT (Company Return) the trust income schedule has details for CGT which feeds no where - so putting it in CGT schedule will at least ensure that it is reflected correctly BUT the trust schedule will need to be blank even though incorrect otherwise client may think it is a duplication