Tax Sorted | Workflow Management

Workflow Management
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 ...

Tax Sorted | Workflow Management | Knowledge Base