It is disappointing that the deceased estate tax calculation issue remains unresolved in Xero Tax.
We are currently preparing a 2026 deceased estate trust return using assessment code 16 (deceased passed away more than three years ago), and Xero is not calculating the tax payable, despite the return validating without errors.
This is a significant limitation, as the correct tax calculation should be determined by the assessment code selected, rather than being supported only for code 15 which provides an incorrect tax estimate if a deceased passed away more than 3 years ago.
Could Xero please prioritise fixing this issue and ensure that tax calculations work correctly for all applicable deceased estate assessment codes? This is essential functionality for tax practitioners, not an optional feature.
In the meantime, could Xero Support please provide a practical workaround that would allow us to manually enter or override the tax payable, generate an accurate income tax summary, and finalise and lodge the return?
We would also appreciate confirmation of whether a permanent fix is planned and, if so, the expected timeframe for implementation.
Elena Turcan
supported this idea
·
It is disappointing that the deceased estate tax calculation issue remains unresolved in Xero Tax.
We are currently preparing a 2026 deceased estate trust return using assessment code 16 (deceased passed away more than three years ago), and Xero is not calculating the tax payable, despite the return validating without errors.
This is a significant limitation, as the correct tax calculation should be determined by the assessment code selected, rather than being supported only for code 15 which provides an incorrect tax estimate if a deceased passed away more than 3 years ago.
Could Xero please prioritise fixing this issue and ensure that tax calculations work correctly for all applicable deceased estate assessment codes? This is essential functionality for tax practitioners, not an optional feature.
In the meantime, could Xero Support please provide a practical workaround that would allow us to manually enter or override the tax payable, generate an accurate income tax summary, and finalise and lodge the return?
We would also appreciate confirmation of whether a permanent fix is planned and, if so, the expected timeframe for implementation.