As a tax agent managing a large volume of Company Tax Returns each year, I'd like to formally request the ability to import financial data into the CTR via CSV.
The problem is straightforward: every time I prepare a CTR, I have to manually re-enter the same expense line items from scratch — account names, descriptions, and amounts — with no way to carry forward a structure from a prior client or save a template. For practices handling dozens or hundreds of CTRs, this is a significant and repetitive time cost, and it introduces unnecessary risk of data entry errors.
What I'm asking for is simple: allow tax agents to import CTR data — particularly the Other Deductions (Label 15) section, but ideally the full financial information block — via a CSV or Excel file.
I'm not asking Xero to define the business logic. I understand that Xero would need to design and publish the CSV format and column mapping. That's completely fine — we'll prepare our data to whatever structure Xero specifies. We do this already for other Xero imports, and we're comfortable working within a defined template.
Susup Lee
supported this idea
·
As a tax agent managing a large volume of Company Tax Returns each year, I'd like to formally request the ability to import financial data into the CTR via CSV.
The problem is straightforward: every time I prepare a CTR, I have to manually re-enter the same expense line items from scratch — account names, descriptions, and amounts — with no way to carry forward a structure from a prior client or save a template. For practices handling dozens or hundreds of CTRs, this is a significant and repetitive time cost, and it introduces unnecessary risk of data entry errors.
What I'm asking for is simple: allow tax agents to import CTR data — particularly the Other Deductions (Label 15) section, but ideally the full financial information block — via a CSV or Excel file.
I'm not asking Xero to define the business logic. I understand that Xero would need to design and publish the CSV format and column mapping. That's completely fine — we'll prepare our data to whatever structure Xero specifies. We do this already for other Xero imports, and we're comfortable working within a defined template.
Thank you.