Job Status Updates in Tax Sorted
Introduction
This article guides you through the process of changing the status of jobs created workpapers added in Tax Sorted. It provides a brief description of each job and workpaper status and explains how you can update the status of any job or workpaper.
Job Status
Work in Progress - As soon as you create a job, the job will be in Work in Progress status untill you change it further.
Ready for Review - After preparing the job—once documents and workpapers are complete—you can update the status to Ready for Review. This signals to the reviewer that the job is ready for their assessment.
Finalised - When the job is fully completed, you can change its status to Finalised. This locks the job, preventing any further modifications or actions.
How to Change job Status
You can update the job status from multiple areas within Tax Sorted, including the Review Summary Page, Financial Reports, Journals, Workpapers, and Documents.
Step 1: From the Client List page, click the workpaper file or job for the relevant year and client.
Step 2: Locate the Status drop-down menu on the top taskbar.
Step 3: Click the drop-down and select the desired Status.
Once selected, the job status will update immediately.
How to View Job Status History
Tax Sorted allows you to easily view the job status history with just a click. This audit trail helps you track when a job's status was changed, what it was changed from and to, and which staff member made the update—along with the exact date and time. This feature provides transparency and better visibility into the progress of each job.
Step 1: From the Client List page, click on the relevant workpaper file.
Step 2: On the top taskbar, locate the Status bar drop-down and click the Icon next to it.
Step 3: A pop-up will display the staff name, previous and updated status, and the exact date and time of the change.
Workpaper Status
Tax Sorted also lets you track the status of individual workpapers to monitor the review process. Below are the available workpaper statuses and how to update them:
Work in Progress - When you attach a workpaper to a financial report, its status is automatically set to Work in Progress for review.
Completed - After reviewing the calculations, you can mark the workpaper as Completed by selecting the checkbox next to the Mark as Completed option.
How to change the Workpaper Status.
Step 1: From the Client List page, click on the relevant workpaper file to go to the job dashboard.
Step 2: Navigate to the Financial Reports section where the workpapers are attached. Click to open and review.
Step 3: After reviewing, select the checkbox next to Mark as Complete. The workpaper status will now be displayed as Completed on the Financial Reports page.
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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