Getting Started Guide
Multi Factor Authentication - Tax Sorted
Introduction MFA (Multi-Factor Authentication) is a security technology that requires multiple methods of authentication from independent categories of credentials to verify a user's identity for a login process or other transactions. Multi-factor ...
Understanding the Dataflow Between Tax Sorted, Xero Practice Manager & Xero Ledger
Introduction This article provides an overview of the data flow between Tax Sorted, Xero Practice Manager (XPM) and Xero Ledger Tax Sorted is a tax workpaper preparation and management platform that integrates with Xero Practice Manager, and Xero ...
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 login to 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 workpaper preparation process, making it easier and faster. We are here to make your workpaper process smoother and easier. This guide will walk you through the process of logging in ...