Automate Workpaper Templates
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 ...
Customising Automated Workpaper Templates
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 workpaper templates can help you narrow down and use only relevant templates. This article provides a step-by-step guide on how to activate or deactivate workpaper templates efficiently. How to ...
Import Your Workpaper Templates
Introduction Importing workpaper 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 workpaper templates efficiently. How ...