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  1. Report Builder Fields - Include fields from Tax Return Data

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    3 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate you raising the idea in the forums here. We'll continue to get a sense of the interest in being able to pull these Franking fields with the report builder.

    If there are any plans made for enabling this we'll be sure to share with you all here.

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    Peter Lawrence commented  · 

    Expand the selectable reporting fields in Xero Tax Report Builder so that every field in an AU tax return can be selected for inclusion in a customised report. Information regarding rental or dividend income included in tax returns for companies, trusts and partnerships can be reported and used building out lists of clients that will be impacted the by recent CGT changes

    Peter Lawrence supported this idea  ·