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  1. AU Tax - Create CGT worksheet from Trust Income Schedule (TIS) for non-individual returns

    44 votes

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    14 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the conversations here. The other idea linked in this conversation that we delivered on was the ability for information to flow from the Trust Return(TRT) to Individual Returns(ITR) which is facilitated with the Trust Income Schedule.

    We appreciate wanting to see further improvement in this space, and this is something we have intentions of looking at in the future, however we don’t have any timeframe right now. I’ll be sure to share any news with you all here.

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    Eve Lalich commented  · 

    Also finding that, in an Individual Return, trust capital gains input on a Partnership & Trust Worksheet are not flowing through to Item 18 Capital Gains. Trust capital gains coming in via the pre-fill report do however flow through correctly. So many things to double check and re-enter here.

    Eve Lalich supported this idea  · 

  2. AU Tax - Xero Tax Trust Estimate For ALL Trust Types

    147 votes

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    19 comments  ·  Practice tools  ·  Admin →
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    In discovery  ·  AdminDavina Roper (Admin, Xero) responded

    Hi everyone, we appreciate all the attention and interest this idea has received. This has not gone unnoticed and our product team understand the importance of these estimates for practices.

    There is a bit of complexity involved in being able to achieve this, but we'd like you to know this is something our teams are looking into.

    As soon as we have any updates we'll be sure to share with you all through this idea. Thanks 🕵️


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    Eve Lalich commented  · 

    We have recently switched from MYOB. I can't believe that Xero tax doesn't have this basic functionality - how can we check that we've prepped the return correctly without it?

    We need to be able to calculate tax for Discretionary Trusts in all instances as set out by Jan in the original comment.

    Eve Lalich supported this idea  · 

  3. AU Tax - Business and depreciation schedule

    38 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Eve Lalich supported this idea  · 

  4. Xero Tax - Password protect returns

    11 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Eve Lalich supported this idea  · 
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    Eve Lalich commented  · 

    100% agree with Penny's comments. As new Xero Tax users it's unbelievable that it's not possible to restrict access to certain Tax returns like it was in MYOB (using the Lock feature).