Essential Settings To Access Tax Sorted

Essential Settings To Access Tax Sorted

Introduction

The steps shown in this article are all about giving the right access to your staff before they can log into Tax Sorted. You'll need to make sure you've allowed the required access in Xero XPM. Follow the simple guide below to get everything set up in Xero XPM so you can log in without any hassles. If you're unable to login into Tax sorted, refer to the steps given below:

Step 1: Login into Xero XPM.


Step 2: Now click on Practice Manager > Business > Staff as shown in below images.







Step 3: Click on the three dot icon alongside the name of the staff whom you want to allow the access to Tax Sorted and select Edit Staff Details.



Step 4: Select Permissions > Practice Administration.
​
Step 5: Check if you have turned on the Connect third-party add-ons option. Hit Save once done.



You will now be able to login to the Tax Sorted account through Xero.

    • Related Articles

    • Register & Login to Tax Sorted

      Introduction Tax Sorted is your go-to solution for automating the accounting workpaper preparation process, making it easier and faster. We are here to make your accounting workpaper process smoother and easier. This guide will walk you through the ...

    • FYI Integration - Tax Sorted

      Introduction With this newly added feature, we have developed the functionality to Upload Documents directly from FYI Docs into Tax Sorted and Save the Workpaper File into FYI Docs once generated. Configuration Step 1:- After logging in to the Tax ...

    • Tax Sorted - Placeholders

      Introduction Placeholder is a special set of characters that represents a variable and that are replaced with actual data at runtime. In Tax Sorted the placeholders will fetch your data automatically from sources like Xero report, XPM, etc. and ...

    • How to Refresh Xero Data

      Introduction: You can easily update your Xero data to reflect in Tax Sorted if any changes are made in Xero. This guide provides a straightforward method to efficiently refresh Xero data within Tax Sorted. Step 1: Head over to the Job Dashboard after ...

    • Understanding the Dataflow Among Tax Sorted, Xero Practice Manager, Xero Ledger, & DMS

      Introduction This article provides a comprehensive overview of the data flow between Tax Sorted, Xero Practice Manager (XPM), Xero Ledger, and the Document Management System (DMS). Tax Sorted is a tax workpaper preparation and management platform ...