Navigating Workpaper File
Journal Management: Add, Save, View, Edit, Delete & Send to Xero
Introduction Did you forget a journal entry? No worries, Tax Sorted has got you covered! We have made it easy to add journal entries from multiple places and at various stages. View user-created and imported journal entries for comprehensive ...
Generate & Download Workpaper
Introduction: 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. Step 1: Access the Job Dashboard after ...
Add Comments and Notify Reviewers
Introduction Streamline your workflow in Tax Sorted by notifying reviewers when a job reaches the Ready for Review stage and adding comments to financial data for future reference. This guide outlines how to notify reviewers and add comments. How to ...
How to Refresh Xero Data
Introduction: You can easily update your Xero data to reflect in Tax Sorted if any changes are made in Xero. This guide provides a straightforward method to efficiently refresh Xero data within Tax Sorted. Step 1: Head over to the Job Dashboard after ...
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 work paper 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 ...