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.

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.

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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