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33 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
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Melanie Costin
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40 votesMelanie Costin
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19 votes
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
supported this idea
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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.