Xero Integration - option to report Long Term Gains separately

• What feature do you want to see in Sharesight?

In Xero Settings, add the ability to optionally report Realised Long Term Gains to a different ledger account from Realised Short Term Gains and Losses.

• Why do you want it?

So that the classification of capital gains as tracked and determined by Sharesight is fed into the Xero ledger, which is used as the basis for tax preparation where such integration is established.

• How is this affecting you?

Tracking capital gains / losses is one of the core values of Sharesight. Without this option and thus all capital gains lumped together when fed into Xero, the cumulative capital gain info in Xero is incomplete for tax preparation for entities where differentiating Long Term Gains vs Short Term Gains is important.

• Do you currently have a workaround solution? If yes, what is it?

Unless I missed something, none that I am aware of.

• Can we reach out in future to ask follow up questions about this idea?

Sure.