Add, Remove and Preview Workpapers

Introduction

In Tax Sorted,  manage and organise workpapers seamlessly to maintain accurate financial records. This guide offers a detailed walkthrough on how to add, preview, mark as complete, and remove workpapers within Tax Sorted, ensuring clarity and ease.

How to Add Workpapers

Step 1: Log in to Tax Sorted and head over to Job Dashboard.

Step 2: Click on the Add > Workpaper.

Step 3: Select Template Name, Account Type and Account Name from the drop-down.

Step 4: Click on Add Line to add more Workpapers. You can also click on Delete to delete any added workpaper

Step 5: Once done, hit Save.

Step 6: You will now receive a confirmation toast message at the bottom of your screen.

How to Preview Workpapers and Mark as Complete

Step 1: Log in to Tax Sorted and head over to Job Dashboard.

Step 2: Click on the Workpaper name under the Workpaper column. If more than 1 workpaper has been added to the line of accounts, click on the icon and list of all the workpapers attached will be displayed on your screen. 

Step 3: The selected workpaper will be displayed on your screen as a preview.

Step 4: Now you can click on the checkbox to Mark As Complete, or click on Edit in MS Office online to edit. Or click on the Action button to Add Journal or View General Ledger.

How to Remove Workpapers

Step 1: Log in to Tax Sorted and head over to Job Dashboard.

Step 2: Click on Workpaper > Action icon > Remove.

Note: You can also Add, View and Edit workpaper in MS Office online from here.

By following these straightforward steps in Tax Sorted, you can efficiently manage your workpapers, Add, Preview and Removing them as needed.

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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