Disconnect and Reconnect Tax-Sorted Workpapers with Xero – KB Guide

How to Disconnect the Tax 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 disconnect the existing Tax Sorted Workpapers integration-

Step-1:  Access your Xero portal by logging in, then navigate to Settings.




Step-2: Go to Connected Apps, find Tax-Sorted Workpapers, and click the Disconnect tab to remove the existing integration.

NotesNote- Disconnecting the integration will not delete any existing workpapers, but it ensures that the connection can be updated or re-established correctly.

Step-3: Now log-in to your Tax-sorted portal and Re-connect the Client.
For more details, click here.

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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