Coming soon: Faster, more accurate compliance with Xero’s new Workpapers

Deliver consistent and accurate compliance work faster in one connected experience across clients, staff, reporting, and tax.

See new Workpapers in action

Register your interest in new Xero Workpapers

Complete this form to get notified when the new workpapers becomes available for your practice.

Seamless compliance workflow

Get time back and reduce manual entry with data smoothly flowing from books to workpapers to tax.

Consistent and accurate

Confidently complete compliance with tools to accurately analyse and reconcile data.

Effortless efficiency

Turn around compliance tasks faster with the help of automation and bulk actions.

Collaborate with ease

Reduce handovers and shorten review times with collaborative workflows.

Seamless compliance workflow

Connect clients, staff, reporting and tax, in one solution, giving you time back and reducing manual entry.

  • Included
    Client data extracted automatically from Xero
  • Included
    Powerful mapping to reporting and tax with report codes for less double handling
  • Included
    Centralised client and staff records across Xero’s practice tools for a single source of truth
  • Included
    An intuitive, familiar experience that’s consistent across your Xero practice tools

Consistent and accurate

Build confidence in the accuracy and completeness of your work.

  • Included
    Catch mistakes early by drafting adjustments and tax calculations without impacting the ledger
  • Included
    Make calculations and attach documents, links, and notes to support your work.
  • Included
    Bring your practice's processes into Xero Workpapers with customisable checklists to ensure every step is followed
  • Included
    Get started fast with readily available essential worksheets and templates

Effortless efficiency

Benefit from a faster turnaround on compliance tasks with the help of automation and bulk actions to reduce manual tasks.

  • Included
    Get a head start with rollover of key information from previous years
  • Included
    Quickly export workpapers, calculations, and supporting documents for easier client audits
  • Included
    Save time with the ability to bulk update workpaper statuses, preparers, and reviewers
  • Included
    Boost staff efficiency with both account grouping and working trial balance views

Collaborate with ease

Ensure efficient handovers and shorten review time by bringing true collaboration directly into your workflow with features designed for team input and review.

  • Included
    Keep track of important details with notes, queries and review points
  • Included
    Assign multiple staff to a workpaper pack
  • Included
    Track progress at a glance with clear statuses
  • Included
    Mark packs as complete and lock them to prevent further changes

Learn more

Join a webinar about new Xero Workpapers

See a demo of new Xero Workpapers in action in this webinar at 1 pm AEST on 24 September 2025.

Register for the webinar

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FAQs about the new Xero workpapers solution

We’re introducing a brand-new workpapers solution for Xero partners designed from the ground up to streamline your compliance workflow and increase efficiency. This new solution will be available to Australian practices from November 2025. Practices will have choice and can continue using the existing workpapers product or move to the new solution.

We’re introducing a brand-new workpapers solution for Xero partners designed from the ground up to streamline your compliance workflow and increase efficiency. This new solution will be available to Australian practices from November 2025. Practices will have choice and can continue using the existing workpapers product or move to the new solution.

The new Xero Workpapers solution will be available from November 2025. Initially we will be launching it in Australia for practices that use Xero Practice Manager (XPM) or Xero Tax, with other regions will follow.

Get notified when it’s available

The new Xero Workpapers solution will be available from November 2025. Initially we will be launching it in Australia for practices that use Xero Practice Manager (XPM) or Xero Tax, with other regions will follow.

Get notified when it’s available

We have listened to our partners feedback and developed new Workpapers from the ground up in partnership with BGL. The new solution incorporates over half of the workpapers-related feedback we received in Xero Product Ideas, including a rich working trial balance and the ability to reorder and rollover key documents.

Get notified when it’s available

We have listened to our partners feedback and developed new Workpapers from the ground up in partnership with BGL. The new solution incorporates over half of the workpapers-related feedback we received in Xero Product Ideas, including a rich working trial balance and the ability to reorder and rollover key documents.

Get notified when it’s available

New Xero Workpapers is currently in beta with selected practices. When it becomes available in November 2025, Australian practices will see ‘Workpapers’ as a top menu option in their Xero Practice Manager (XPM) or Xero Tax.

New Xero Workpapers is currently in beta with selected practices. When it becomes available in November 2025, Australian practices will see ‘Workpapers’ as a top menu option in their Xero Practice Manager (XPM) or Xero Tax.

Become a Xero partner

Join the Xero community of accountants and bookkeepers. Collaborate with your peers, support your clients and boost your practice