Roll Forward Workpapers

Introduction

You can Roll Forward Workpapers to subsequent years if the same workpaper applies there as well. Follow the steps below to roll forward workpapers and remove roll forward when not required.

How to Roll Forward and Remove Roll Forward from Workpapers

Step 1: Login to Tax Sorted and head to Job Dashboard.

Step 2: Click on Workpapers > Action > Roll Forward/ Remove Roll Forward.

OR

Step 3: You will now receive a confirmation toast message at the bottom of your screen.

By following these steps, you can efficiently manage the roll forward process in 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.

• Related Articles

• 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 ...

• Add, Remove and Preview Workpapers

  Introduction In Tax Sorted, manage and organise workpapers seamlessly to maintain accurate financial records. This guide offers a detailed walkthrough on how to add, preview, mark as complete, and remove workpapers within Tax Sorted, ensuring clarity ...

• 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. ...

• Tax Sorted - Placeholders

  Introduction Placeholders are a special set of characters that represents a variable and that are replaced with actual data at real-time. In Tax Sorted the placeholders will fetch your data automatically from sources like Xero report, Xero ledger and ...

• Register & Login to Tax Sorted

  Introduction Tax Sorted is your go-to solution for automating the workpaper preparation process, making it easier and faster. We are here to make your workpaper process smoother and easier. This guide will walk you through the process of logging in ...