Workflow Management
Job Status Updates in Tax Sorted
Introduction This article guides you through the process of changing the status of jobs created workpapers added in Tax Sorted. It provides a brief description of each job and workpaper status and explains how you can update the status of any job or ...
Creating Staff - (Non-Xero Users)
Introduction Here's how you can easily add your non-Xero users as staff in Tax Sorted to enable them to log in and start preparing workpapers. Staff members can have one of the following statuses: Invited: Displayed after sending an invitation. The ...
Managing Review Notes
Introduction We have added a dedicated module specially designed to improve the efficiency of the review process. This module includes Financial Summary and Review Notes. The previous 5 years' Financial Summary helps to perform analysis of ongoing ...
Manage Wokflow Using Labels
Introduction Labels are a helpful feature in organising and categorising jobs within Tax Sorted. This article provides a step-by-step guide on how to create and add labels for jobs. How to Create Workflow Labels Step 1: Log in to Tax Sorted and head ...