Automate Workpaper Templates
Tax Sorted - Placeholders
Introduction Placeholder is a special set of characters that represents a variable and that are replaced with actual data at runtime. In Tax Sorted the placeholders will fetch your data automatically from sources like Xero report, XPM, etc. and ...
Customise Automated Workpaper Template
Introduction Cloning system-generated work paper templates can save time and effort by cloning existing templates for customisation. This article provides a step-by-step guide on how to clone system-generated work paper templates efficiently. How to ...
Activating/Deactivating Workpaper Templates
Introduction: Activating or deactivating work paper templates can help you narrow down and use only relevant templates and differentiate. This article provides a step-by-step guide on how to activate or deactivate work paper templates efficiently. ...
Import Your Workpaper Templates
Introduction: Importing work paper templates is a convenient way to add your own pre-existing templates to Tax Sorted and automate them using Placeholders. This article provides a step-by-step guide on how to import work paper templates efficiently. ...