Settings and activity
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38 votes
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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Melanie Costin
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48 votesMelanie Costin
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36 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
An error occurred while saving the comment Melanie Costin
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Thanks Sam, fantastic suggestion! I have a lot of trusts with investments - rental properties, shares, ETF/managed funds, term deposits/high interest earning accounts - being able to map these accounts would save me so much time.
Melanie Costin
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The flow through of CGT info from the Trust Schedule to Item 21 is something we need for efficiency. I recently changed from HandiTax to Xero Tax. It flows through in Handitax, so this is a disappointment for me that Xero doesn't already have this functionality in place.