Generate & Download Workpaper

Generate & Download Workpaper

Introduction:

Generate & Download Workpapers in just one click. This article offers a step-by-step guide on how to generate & download workpapers using Tax Sorted.

How to Download and Generate Workpapers.

Step 1: Access the Job Dashboard after logging into your account.




Step 2: Click on the Download Workpaper icon from the top taskbar.




Step 3: Then click on Generate and then Download. 



Step 4: Click on Download > Local Drive to download the workpaper file and save the workpaper file in your Local Drive.



Step 5: The document will be saved in your Local Drive.

This guide will help to navigate through the process of generating & downloading workpapers efficiently.

    • Related Articles

    • Customise Automated Workpaper Template

      Introduction Cloning system-generated work paper templates can save time and effort by cloning existing templates for customisation. This article provides a step-by-step guide on how to clone system-generated work paper templates efficiently. How to ...

    • 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 ...

    • Streamline Workpapers: AI-Powered Data Extraction and Integration from Uploaded Documents

      Introduction With tax Sorted, now create automated workpapers using supporting documents. With just a few clicks, you can upload and process documents, extract data, and generate accurate workpapers with the help of Workpaper Templates and ...

    • 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 ...

    • 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 ...