Import Your Workpaper Templates

Import Your Workpaper Templates

Introduction

Importing workpaper templates is a convenient way to add your own pre-existing templates to Tax Sorted and automate them using Placeholders. This article provides a step-by-step guide on how to import workpaper templates efficiently.

How to Import Workpaper Templates

Step 1: Start by logging in and clicking on Settings icon top right and then on Workpaper Templates.

settings-workpaper-templates


Step 2: Now click on Import Template. Add Template Name, Account Class, Account Type and Year.

import-templates

Step 3: You can either Drag and Drop the document or you can upload it from your Local Drive and hit Save.
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drag-and-drop-or-local-drive-and-save

Step 4: You will receive a confirmation toast message at the bottom of your screen.

workpaper-imported-and-saved-successfully


Step 5: Once the document has been successfully uploaded, the imported template will be listed under the Custom tab of the Workpaper Template.

custom-workpaper-template

By following these steps, you can import workpaper templates into Tax Sorted.

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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