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28 votes
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
Melissa Scott
supported this idea
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5 votes
An error occurred while saving the comment Melissa Scott
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I completely support the above criticism. My clients will be upset seeing an unfamiliar name also. Given every accounting practice moving to Xero will be importing hundreds if not thousands of Returns, a solution to choose the default to Tax Agent is needed asap.
The functionality of assigning a manager and the use of practice manager software is defunct, with the solution I was offered by Xero Central of not assigning one.
You have great software made ordinary by this part not moving properly.
I completely support the creation of integration from the schedule to the main body of the Return. Improvement in the space would streamline processes and avoid double processing. Xero is so clever in using the one file for XPM, it would be great if the same tools were applied to tax so that schedules fed info through to avoid duplication and potential keying errors.