Track Status: Mark as Completed

Introduction

Once all workpapers within a job are marked as completed, the job status automatically updates to Ready for Review, and can now be processed for further processing by the reviewer. Alternatively, you can eliminate this process by marking the entire job as completed, this will automatically mark all associated workpapers as completed as well. 

Overview of Workpaper Stages

There are three main stages once the workpaper is created for a job:

1. Work In Progress: This is the initial stage where the job is being prepared.
   
2. Ready for Review: Once the preparer has completed their part of the job, they can mark it as Ready for Review and notify the reviewer.
   
3. Finalised: After the reviewer has completed their review, they can mark the job as Finalised.
   

Using these stages, you can track the progress of the job and make informed decisions. These statuses can also be used to filter jobs when needed.

How to Mark as Completed

Step 1: Head over to the Job Dashboard.

Step 2: On the top taskbar, you will see a drop-down for the stages: Work In Progress, Ready for Review, and Finalised. Click on the corresponding status to set it for the job.

Note: For example, if the workpaper preparation is complete and ready for review, click on the Ready for Review checkbox.

Step 3: Each time you select a different checkbox, you will receive a confirmation toast message indicating the status update.

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.

By following these steps in Tax Sorted, you can streamline your workflow through progress tracking.

• Related Articles

• Create Workpaper File

  Introduction Creating workpaper files is as easy as passing a journal. Here's a step-by-step guide to help you create workpaper files in a few clicks. How to Create Workpaper File Step 1: Go to the Client List page in Tax Sorted. Click on the Create ...

• Managing Review Notes

  Introduction We have added a dedicated module specially designed to improve the efficiency of the review process. This module includes Financial Summary and Review Notes. The previous 5 years' Financial Summary helps to perform analysis of ongoing ...

• FYI Integration - Tax Sorted

  Introduction With this newly added feature, we have developed the functionality to Upload Documents directly from FYI Docs into Tax Sorted and Save the Workpaper File into FYI Docs once generated. Configuration Step 1:- After logging in to the Tax ...

• Data Authentication: Tax Sorted - Xero

  Introduction Discover how the seamless integration between Xero and Tax Sorted can streamline your accounting processes. This integration ensures your financial data is accurate, up-to-date, and easy to manage, making Tax Sorted the ideal solution ...

• 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 ...