Create Workpaper File

Introduction

Creating workpaper 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: Select the job Type, Financial Year, and Period. Based on these, the Start Date, End Date, and Due Date will be auto-filled. You can also add a Label and Note (optional). Once that's done, click on Create & Process.

Note: In Tax Sorted, you have the ability to create 2 different types of jobs. 

1. Year End: This allows you to create workpaper file for Year End jobs. Choose Year End as the type. The period will auto-fill as Year.
   
2. Custom Period: This allows you to create workpaper file for custom periods. Choose Custom Period and select a quarter or custom range. Quarters auto-fill the dates; custom periods let you manually enter Start and End Dates.

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 workpaper files in Tax Sorted, streamlining your document management process and improving workflow efficiency.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

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