Getting Started Guide
ATO Integration with Workpapers Sorted
Introduction Workpapers Sorted allows you to integrate directly with the ATO, making the workflow easier and faster. With this integration, you can automatically fetch key information like the Income Tax Account (ITA) and Integrated Client Account ...
Multi Factor Authentication - Workpapers Sorted
Introduction MFA (Multi-Factor Authentication) is a security technology that requires multiple methods of authentication from independent categories of credentials to verify a user's identity for a login process or other transactions. Multi-factor ...
Understanding the Dataflow Between Workpapers Sorted, Xero Practice Manager & Xero Ledger
Introduction This article provides an overview of the data flow between Workpapers Sorted, Xero Practice Manager (XPM) and Xero Ledger Workpapers Sorted is a tax workpaper preparation and management platform that integrates with Xero Practice ...
Essential Settings To Access Workpapers Sorted
Introduction The steps shown in this article are all about giving the right access to your staff before they can login to Workpapers Sorted. You'll need to make sure you've allowed the required access in Xero XPM. Follow the simple guide below to get ...
Dark Mode & Customising the View in Workpapers Sorted
Introduction: Here, you'll learn how to sort, move, and adjust columns. These easy-to-use features will help you customise your view for better visibility and understanding. Sorting Columns: For the columns that can be sorted in ascending or ...
Register & Login to Workpapers Sorted
How to login using Xero Step 1: Click on Sign in with Xero to login using your Xero credentials. Step 2: On the appearing page, enter your Xero Email ID and Password and click on Login. Step 3: Enter Authentication code and Confirm. Alternately you ...