Essential Settings To Access Workpapers Sorted

Introduction

The steps shown in this article are all about giving the right access to your staff before they can login to 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 login without any hassles. If you're unable to login to Tax sorted, refer to the steps given below:

Step 1: Login to Xero XPM.

Step 2: Now click on Business > Practice Manager > 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.

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.

• Related Articles

• Creating Staff - (Non-Xero Users)

  Introduction Here's how you can easily add your non-Xero users as staff in Tax Sorted to enable them to log in and start preparing workpapers. Staff members can have one of the following statuses: Invited: Displayed after sending an invitation. The ...

• Register & Login to Workpapers Sorted

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

• How to Disconnect the Workpapers Sorted Workpaper

  Introduction- If you see the following error while connecting a client to Xero This indicates that the organisation is already linked. To reconnect or update the integration, you’ll first need to disconnect the existing connection. Steps to ...

• Roll Forward Workpapers

  Introduction You can Roll Forward Workpapers to subsequent years if the same workpaper applies there as well. Follow the steps below to roll forward workpapers and remove roll forward when not required. How to Roll Forward and Remove Roll Forward ...

• 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 ...