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16 results found

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

    13 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Lucy McGlone supported this idea  · 

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

    22 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  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

    1 vote

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    0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  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  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Lucy McGlone supported this idea  · 

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

    22 votes

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

  6. AU tax - Split husband and wife interest income

    12 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Lucy McGlone supported this idea  · 

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

    294 votes

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

    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 

    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  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Lucy McGlone supported this idea  · 

  9. AU Tax - Remove 0 in managed funds pre-fill from ATO

    66 votes

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    6 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your interest and sharing with us through this idea, everyone. We appreciate how this change in the pre-fill could improve your use of Xero Tax, and this is something our teams are currently working to solve. I'll be back to share once this is complete.

    Lucy McGlone supported this idea  · 

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

    78 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Lucy McGlone supported this idea  · 

  11. AU Tax - Warning for tax claim code A

    2 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Lucy McGlone supported this idea  · 

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

    2 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  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  · 

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

    12 votes

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

  14. AU Tax- Ability to calculate the number of days not liable for the medicare levy surcharge

    116 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Lucy McGlone supported this idea  · 

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

    39 votes

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

  16. AU Tax - Ability to share Rental Property Schedules

    23 votes

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