Getting Started Guide
Understanding the Dataflow Among Tax Sorted, Xero Practice Manager, Xero Ledger, & DMS
Introduction This article provides a comprehensive overview of the data flow between Tax Sorted, Xero Practice Manager (XPM), Xero Ledger, and the Document Management System (DMS). Tax Sorted is a tax workpaper preparation and management platform ...
Essential Settings To Access Tax Sorted
Introduction The steps shown in this article are all about giving the right access to your staff before they can log into Tax Sorted. You'll need to make sure you've allowed the required access in Xero XPM. Follow the simple guide below to get ...
Dark Mode & Customising the View in Tax Sorted
Introduction: Here, you'll learn how to sort, move, and adjust columns. These easy-to-use features will help you customise your view for better visibility and understanding. Sorting Columns: For the columns that can be sorted in ascending or ...
Register & Login to Tax Sorted
Introduction Tax Sorted is your go-to solution for automating the accounting workpaper preparation process, making it easier and faster. We are here to make your accounting workpaper process smoother and easier. This guide will walk you through the ...