Automate Workpaper Templates
Bringing ATO Data into Workpapers – Integrated Client Account (ICA) & Income Tax Account (ITA)
Introduction Workpapers Sorted allows users to seamlessly bring ATO data directly into specific workpapers through ATO integration. This eliminates the need for manual data entry and reduces errors, saving time and improving accuracy. Pre-requisite: ...
Workpapers Sorted - Placeholders
Introduction Placeholders are a special set of characters that represents a variable and that are replaced with actual data at real-time. In Workpapers Sorted the placeholders will fetch your data automatically from sources like Xero report, Xero ...
Customising Automated Workpaper Templates
Introduction Cloning system-generated work paper templates can save time and effort by cloning existing templates for customisation. This article provides a step-by-step guide on how to clone system-generated work paper templates efficiently. How to ...
Activating/Deactivating Workpaper Templates
Introduction Activating or deactivating workpaper templates can help you narrow down and use only relevant templates. This article provides a step-by-step guide on how to activate or deactivate workpaper templates efficiently. How to ...
Import Your Workpaper Templates
Introduction Importing workpaper templates is a convenient way to add your own pre-existing templates to Workpaper Sorted and automate them using Placeholders. This article provides a step-by-step guide on how to import workpaper templates ...