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15 results found

  1. Xero Tax (AU) | Set Yes as the default option on capital gains worksheet

    13 votes

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    0 comments  ·  Practice tools  ·  Admin →
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    Lucy McGlone supported this idea  · 

  2. Practice Manager - Managed Fund Distribution Worksheet & Income Averaging

    25 votes

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    submitted  ·  8 comments  ·  Practice tools  ·  Admin →
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    Lucy McGlone supported this idea  · 

  3. AU Tax - Change default to 'Yes' for transfer capital gains to tax return on Managed Fund Schedule

    9 votes

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    0 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded

    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.

    Lucy McGlone shared this idea  · 

  4. AU Tax: Pre-filling capital losses

    7 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Lucy McGlone supported this idea  · 

  5. AU Tax: CGT - Allow pro-rata of private use days

    23 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Lucy McGlone supported this idea  · 

  6. AU tax - Split husband and wife interest income

    15 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Lucy McGlone supported this idea  · 

  7. AU Tax: CGT - Option to copy and transfer

    332 votes

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    54 comments  ·  Practice tools  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to share an update that this idea is back on the teams roadmap as they begin to look into this work again.

    Atm, we can't set any timeframes but will stay close to share the latest news around this with you all on this idea. Thanks

    An error occurred while saving the comment
    Lucy McGlone commented  · 

    this is required urgently & is a basic function
    literally data entering same info twicer for every rental property sale

    Lucy McGlone supported this idea  · 

  8. Xero Tax (UK) | Notes on sole trader accounts

    5 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Lucy McGlone supported this idea  · 

  9. Xero Tax(AU ) | Business Schedule - Individual Worksheets

    87 votes

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    submitted  ·  7 comments  ·  Practice tools  ·  Admin →
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    Lucy McGlone supported this idea  · 

  10. AU Tax - Warning for tax claim code A

    2 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Lucy McGlone supported this idea  · 

  11. AU Tax - Add a Next button to the Managed Fund distribution

    5 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Lucy McGlone commented  · 

    Can Xero default the transfer of capital gains from the managed fund to 'YES' instead of "NO"

    Lucy McGlone supported this idea  · 

  12. AU Tax - up to 72 hours lodgement time (compared to other systems with instant lodgement)

    13 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Lucy McGlone supported this idea  · 

  13. Xero Tax(AU) | Worksheet to calculate number of days not liable for M2 (Medicare levy surcharge)

    130 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Lucy McGlone supported this idea  · 

  14. Individual Income Tax Return - Future Year Return - Tax Rate

    43 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Lucy McGlone supported this idea  · 

  15. AU Tax - Ability to share Rental Property Schedules

    37 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Lucy McGlone supported this idea  ·