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Using Xero Workpapers for EOFY

Self-paced learning
Launch course

3 Advisor credits



Learning objectives

Xero Workpapers can simplify how you prepare, review and verify data, send client queries and prepare annual financial statements. Learn how to use Workpapers to review client data, ask for information from clients, raise review points and post adjustment journals back to Xero.

Course outline

    • Creating a new workpaper pack
    • Workpaper settings
    • Allocation to staff
    • Connect and import a trial balance from Xero
    • Using workpapers
    • Client queries
    • Reviewing workpapers
    • Running SPFR for a client
    • Finalising Year End work for a client

Topics covered

  • End of Financial Year
  • Workpapers

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