Create Workpaper File

Create Workpaper File

Introduction:

Creating work paper files is as easy as passing a journal. Here's a step-by-step guide to help you create workpaper files in a few clicks.

How to Create Workpaper File

Step 1: Go to the Client List page in Tax Sorted. Click on the Create Workpaper File icon under the Financial Year column.



Step 2: Enter the relevant information in the slider that appears and hit Create & Process.



Step 3: You will now receive a confirmation toast message at the bottom of your screen.


Note: You can only Create Workpaper File for a client if their Xero Ledger is connected.
Step 4: Access the Job Dashboard to view and manage the newly created work paper file.



By following these steps, you can easily create work paper files in Tax Sorted, streamlining your document management process and improving workflow efficiency.


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