Understanding the Dataflow Among Tax Sorted, Xero Practice Manager, Xero Ledger, & DMS
Introduction
Tax Sorted is a tax workpaper preparation and management platform that integrates with Xero Practice Manager, Xero Ledger, and DMS to streamline tax workpaper processes.
Xero Practice Manager (XPM) is a practice management solution that handles client details and practice-related information.
Xero Ledger is an accounting platform where financial data is recorded and stored.
Document Management System (DMS) is used for managing and storing supporting documents.
Summary of Dataflow
Xero Practice Manager to Tax Sorted: Client details synchronisation.
Tax Sorted to Xero Practice Manager: Relationship details update.
Xero Ledger to Tax Sorted: Financial data retrievals like Balance sheet, profit and loss account, Trial Balance, General Ledger, and Journal report.
Tax Sorted to Xero Ledger: Journal entries submission.
DMS to Tax Sorted: Retrieval of supporting documents.
Tax Sorted to DMS: Upload of supporting documents.
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