Your workflow, extended through to complex compliance.
Xero Workpapers Plus, powered by BGL, is the paid upgrade for practices with complex compliance workflows. Connect books to workpapers and tax, with data flowing automatically. Get more control, smart automation and advanced worksheets meaning fewer workarounds and faster compliance.
Is Workpapers Plus right for your practice?
Built on feedback from practices like yours, Workpapers Plus helps manage complexity at scale. Get greater customisation, automation, advanced worksheets and standardisation, so your team can reduce manual workarounds, work more efficiently and deliver with confidence.
Why make the change from Workpapers to Workpapers Plus?
- You offer complex or tailored compliance services to your clients, and you want more efficiency and automation in your compliance workflows.
- You already use Xero Tax and reporting, and want a tighter books to tax workflow.
- You're a Workpapers user who's ready for more capability and customisation.
- You've stayed on Classic Workpapers or custom Excel because you needed more depth and want reassurance Xero can now support your more complex compliance jobs.
Workpapers Plus is available now for early access
We’re building an optional paid upgrade to new Workpapers. Sign up now to stay in the loop and secure an early-adopter discount.
What you can do: standardise, automate, handle more complexity
Every advanced feature lives inside the same connected Xero workflow your team already uses, so complex jobs can get done faster, and your firm's way of working can stay intact.
Move faster, books to lodgment
Move from workpapers towards lodgment for supported client types, with less re-keying between apps. Workpapers data can already be exported into Xero Tax for Company tax returns. Support for Trust tax returns is coming in November, with Partnership and Individual tax returns expected from July 2027
Automate the manual groundwork
Smart automation extracts balances from uploaded bank and loan statements as supporting figures, helping save preparers and reviewers time. The extracted balance sits in the workpaper as a supporting figure for your team to review before relying on it.
Handle complexity in one place
Manage Division 7a directors' loans, year-end GST and PAYG Withholding reconciliations, ATO accounts reconciliations, plus more calculations directly in Workpapers. Meaning reduced reliance on separate Excel spreadsheets and manual workarounds.
FAQ
No. Xero Workpapers (core) is free for AU partners on Bronze and above with Xero Tax. Xero Workpapers Plus is an optional paid upgrade.
No. Xero Workpapers (core) is free for AU partners on Bronze and above with Xero Tax. Xero Workpapers Plus is an optional paid upgrade.
$45 AUD per user, per month (excl. GST). Early access practices can gain access to a promotional discount.*
$45 AUD per user, per month (excl. GST). Early access practices can gain access to a promotional discount.*
Yes, Xero Workpapers Plus applies to all staff with a Workpapers role. The Master Administrator may choose for all users to use either Xero Workpapers or Xero Workpapers Plus, but not both.
Yes, Xero Workpapers Plus applies to all staff with a Workpapers role. The Master Administrator may choose for all users to use either Xero Workpapers or Xero Workpapers Plus, but not both.
We're currently testing the ATO integration with a small number of practices. ATO integration with Income Tax Account and Integrated Client Account balances & transactions will be live for all Workpapers Plus practices in early October.
We're currently testing the ATO integration with a small number of practices. ATO integration with Income Tax Account and Integrated Client Account balances & transactions will be live for all Workpapers Plus practices in early October.
Yes. Existing packs keep their Workpapers Plus features; new packs created after downgrading won't. A practice can choose to downgrade, but billing will continue until the next billing cycle date and access to Xero Workpapers Plus will remain available until then.
Yes. Existing packs keep their Workpapers Plus features; new packs created after downgrading won't. A practice can choose to downgrade, but billing will continue until the next billing cycle date and access to Xero Workpapers Plus will remain available until then.
Workpapers, including AI extraction, are built by BGL, with features shaped by our Xero Partners.
Workpapers, including AI extraction, are built by BGL, with features shaped by our Xero Partners.
*This offer is only available to eligible Xero Partners in Australia selected by Xero to participate in the Workpapers Plus early access. Participants must purchase the Workpapers Plus add-on in Xero Partner Hub and the discount will be applied automatically. The offer is available until 30 October 2026. The discount applies to Xero’s then current regular price for the Workpapers Plus add-on and does not apply to any base plan subscriptions or additional charges for usage and payment fees, unless otherwise specified. This offer cannot be used with, or exchanged for, any other offer. Xero can change or cancel this offer at any time. At the end of the offer period, the Workpapers Plus add-on will be charged at Xero’s standard rates and will auto-renew monthly until cancelled. Terms apply