Generate & Download Workpaper

Generate & Download Workpaper

Introduction

Once you have finalised Workpaper File, you can 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.
Notes
Note: The Download Workpaper button will be only enabled if you have selected the Finalised checkbox. 


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.

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