Recent Articles
What’s New - More PDF Features for Easier Auditing
We’ve expanded our PDF capabilities to give you even more tools for auditing documents. Along with the features you’re already using, you can now take advantage of additional annotation options, such as adding text, rectangles, strikeouts, and more; ...
Invoicing from Job
Invoicing from the Job Users can provide the fee details, generate invoice or see invoice status from the below mentioned pages in the job: Fund Dashboard Quick Box from the job Invoice Status are as below if Integrated with Xero Not Generated - All ...
Manage Billing
Manage Billing This feature helps in managing the billing for the Audit jobs. Below are the advantages: The invoices can be sent to Xero from the Manage Invoices list or Job smoothly. This also provides the ability to know the payment status from ...
Bringing ATO Data into Workpapers – Integrated Client Account (ICA) & Income Tax Account (ITA)
Introduction Tax Sorted allows users to seamlessly bring ATO data directly into specific workpapers through ATO integration. This eliminates the need for manual data entry and reduces errors, saving time and improving accuracy. Pre-requisite: Set Up ...
Interlinking Workpapers
Introduction Tax Sorted now makes it easier to manage workpapers by allowing you to link existing workpapers from the same or other jobs as read-only references. Any updates made to the original workpaper will automatically show wherever it’s linked. ...