Client Management
Update & View Client Details
Introduction: Viewing and updating client details is important for error-free workpaper creation. With just one click, you can update your Client Details directly from Xero. This guide will walk you through the steps to view and update client ...
Connecting Clients with Xero Ledger
Introduction: To seamlessly prepare workpapers, you need to connect the clients imported in Tax Sorted to Xero Ledger as the financial data is imported from Xero Ledger. This guide will show you how to connect or disconnect with Xero Ledger. Green ...
Importing Clients From Xero
Introduction: Easily import all your clients from Xero to Tax Sorted with just a few clicks. The import process includes important details such as ABN, Entity Type, Group, and Financial Year, ensuring that your client information stays current and in ...