Interlinking Workpapers

Interlinking Workpapers

Introduction

Tax Sorted now makes it easier to manage workpapers by allowing you to link existing workpapers from the same or other jobs as read-only references. Any updates made to the original workpaper will automatically show wherever it’s linked. If a job or workpaper is deleted, all its linked versions will also be removed to keep everything accurate and up to date. In generated reports, linked workpapers appear as clickable links so you can quickly open and review the original file. Follow the steps mentioned below to know more.

How to Interlink Workpapers in Tax Sorted

Follow the steps below to link an existing workpaper from another job to your current job:

Step 1: Click on the Financial Year of the fund. This will open the relevant workpaper file.


Step 2: Go to the Financial Reports tab. Hover your mouse over the Workpaper column next to the line item you want to link. A + icon will appear, click on it.



Step 3: In the pop-up, select the option Link an existing workpaper.



Step 4: Use the Search Job field to find and select the job from which you want to link the workpaper.



Step 5: Select the relevant Period and click Apply.


Step 6: Once the job and period are selected, click on Search Workpapers. This will display a list of all available workpapers from the selected job.



Step 7: Click the Link icon next to the workpaper you want to use, then click Link again to confirm.



The selected workpaper is now successfully linked to your current job.
Notes
Note:
  1. The linked workpapers will only displayed in Read only mode.
  2. Any updates made to the original workpaper will automatically show wherever it’s linked.
  3. If a job or workpaper is deleted, all its linked versions will also be removed to keep everything accurate and up to date.

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