Refreshing & Updating - Data & Workpapers

Introduction

Refreshing Xero Data in Tax Sorted brings in the latest changes made in Xero and reflects them in the financial reports.  In addition, updated data is also reflected on workpapers. This guide explains how to Refresh Xero Data and update your workpapers.

Refreshing Xero Data

Step 1: Head over to the Job Dashboard after a successful login.

Step 2: Click on the Refresh Xero Data icon from the top taskbar. 

Step 3: Click on Yes from the confirmation pop-up.

Step 4: Refresh Xero data process will start and you will receive a confirmation toast message at the bottom of your screen.

By following these steps, you can effectively refresh Xero data within Tax Sorted.

Accepting Changes

Step 1: If any updates are detected, a red Required Attention icon will appear under the Workpaper(s) column.

Step 2: Click on the icon. A side panel (slider) will open showing the details of the changes.

Step 3: You’ll see a comparison table with the following columns:

1. Cell Reference: Indicates the line item in the financials.
   

1. Current Value: The existing value before the change.
   

1. New Value: The updated value from Xero or uploaded document.
   

1. Source: Where the change came from (e.g., Xero, document).
   

Example: If the opening bank balance was initially $10,000 but a bank statement shows $20,000, the change will be listed here with the document as the source.

Step 4:

1. To accept changes one by one, click the Tick icon next to each cell.
2. To accept all changes in bulk, click Accept Changes on the top right.
   

Step 5: Alternatively, click Cross icon to discard the changes and keep the current values.

Step 6: Once accepted, the updated values will automatically reflect in the workpapers.

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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