Navigating Workpaper File
Journal Management: Add, Save, View, Edit, Delete & Send to Xero
Introduction Tax Sorted allows you to add journal entries from multiple places and at various stages. View user-created and imported journal entries for comprehensive financial analysis, delete incorrect entries efficiently, and edit existing entries ...
Generate & Download Workpaper
Introduction Once you have finalised Workpaper File, you can Generate & Download Workpapers in just one click. This article offers a step-by-step guide on how to generate & download workpapers using Tax Sorted. How to Download and Generate Workpapers ...
Refreshing & Updating - Data & Workpapers
Introduction Refreshing Xero Data in Tax Sorted brings in the latest changes made in Xero and reflects them in the financial reports. In addition, updated data is also reflected on workpapers. This guide explains how to Refresh Xero Data and update ...
Reviewing Financials
Introduction This article guides you through the key functionalities of Tax Sorted, from accessing the General Ledger for transaction overview to analysing Profit & Loss statement and Balance Sheet for financial performance insights. Learn how to ...
Create Workpaper File
Introduction Creating workpaper files is as easy as passing a journal. Here's a step-by-step guide to help you create workpaper files in a few clicks. How to Create Workpaper File Step 1: Go to the Client List page in Tax Sorted. Click on the Create ...