User Roles & Permissions

Take greater control over how your practice accesses and manages Workpapers Sorted with the new User Roles & Permissions feature.

Practice administrators can now assign roles and manage permissions for users across the practice, helping improve security, governance, and operational efficiency. Administrators can control access to key areas of the platform and ensure that each user has the appropriate level of access based on their responsibilities.

What Admins Can Now Manage

With User Roles & Permissions, practice administrators can:

• Manage User Roles – Assign appropriate roles to users across the practice.
• Control Permissions – Choose whether users can Manage or View/Hide specific areas and features.
• Restrict ATO Command Centre Access – Control which users have access to the ATO Command Centre.
• Improve Practice Security – Ensure users only have access to the features and information relevant to their role.
• Support Better Governance – Maintain greater control and visibility over user access as your practice grows.

Note: Practice administrators must assign a role to every user in the practice to ensure continued access to Workpapers Sorted.

1. To manage roles and permissions, navigate to Staff > Roles and Permissions. Administrators can review and customise the available roles and permissions, then navigate to Staff > Edit to assign a role to each user.
   

A Quick Video Guide

FY 2027 Job Types Are Now Available

This release includes:

1. FY 2027 Job Types are now available, allowing you to start preparing work for the new financial year.
2. ATO Lodgement Overview enhancements that improve the accuracy, reliability, and performance of lodgement information.

Supported FY 2027 job types include

1. Year-end Finalisation
2. BAS (Business Activity Statement)
3. IAS (Instalment Activity Statement)
4. FBT (Fringe Benefits Tax)
5. Custom Period Jobs
   

1. Whether you're planning engagements in advance or beginning work early, Workpapers Sorted allows you to manage FY 2027 jobs alongside existing financial years from a single workspace.
   

Benefits

1. Start preparing FY 2027 engagements early.
2. Create all supported job types for the new financial year.
3. Continue managing previous financial years without interruption.
4. Maintain all client work from one central workspace.
   

ATO Lodgement Overview Enhancements

We've introduced several improvements to the ATO Lodgement Overview to provide more accurate information and deliver a faster, more reliable experience when refreshing ATO data.

What's Improved?

More Accurate Lodgement Statuses

Lodgement statuses are now updated more accurately immediately after refreshing your ATO data, ensuring the information displayed reflects the latest available status.

Correct Client & Lodgement Counts

The Lodgement Overview now provides a more accurate snapshot of:

1. Total clients
2. Lodgement counts
3. Practice-wide lodgement information

This helps improve visibility across your practice.

Faster ATO Data Refresh

We've optimised the ATO refresh process to significantly reduce refresh times, allowing updated lodgement information to become available more quickly and improving overall performance.

Benefits

1. More reliable lodgement status information.
2. Improved accuracy of client and lodgement summaries.
3. Faster ATO refresh performance.
4. A smoother and more efficient ATO management experience.