Faster, connected compliance with new Xero Workpapers
With Xero Workpapers, powered by BGL, you can deliver consistent and accurate compliance work faster in one connected experience across clients, staff, reporting, and tax.
See new Workpapers in action
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.
- Client data extracted automatically from Xero
- Powerful mapping to reporting and tax with report codes for less double handling
- Centralised client and staff records across Xero’s practice tools for a single source of truth
- 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.
- Catch mistakes early by drafting adjustments and tax calculations without impacting the ledger
- Make calculations and attach documents, links, and notes to support your work
- Bring your practice's processes into Xero Workpapers with customisable checklists to ensure every step is followed
- 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.
- Get a head start with rollover of key information from previous years
- Quickly export workpapers, calculations, and supporting documents for easier client audits
- Save time with the ability to bulk update workpaper statuses, preparers, and reviewers
- 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.
- Keep track of important details with notes, queries and review points
- Assign multiple staff to a workpaper pack
- Track progress at a glance with clear statuses
- Mark packs as complete and lock them to prevent further changes
FAQs about the new Xero workpapers solution
The new Xero Workpapers solution is available in Xero Practice Manager (XPM) and Xero Tax and it’s coming soon to Xero Partner Hub.
Learn how to set up workpapersThe new Xero Workpapers solution is available in Xero Practice Manager (XPM) and Xero Tax and it’s coming soon to Xero Partner Hub.
Learn how to set up workpapersWe’ve introduced a brand-new workpapers solution for Xero partners designed from the ground up to streamline your compliance workflow and increase efficiency. To tell the two apart, the legacy product has been renamed classic Workpapers. Current users can keep using it as they’ve always have— nothing else is changing right now
Learn more about what’s next for WorkpapersWe’ve introduced a brand-new workpapers solution for Xero partners designed from the ground up to streamline your compliance workflow and increase efficiency. To tell the two apart, the legacy product has been renamed classic Workpapers. Current users can keep using it as they’ve always have— nothing else is changing right now
Learn more about what’s next for WorkpapersWe’ve worked together with BGL to create a brand-new workpapers solution exclusively available for Xero partners. To provide you with a seamless experience, you’ll need to give BGL access to your clients’ Xero organisations. BGL will use the data to deliver services, for support and reliability purposes and for product improvement.
BGL’s software subscription agreementBGL's privacy policyWe’ve worked together with BGL to create a brand-new workpapers solution exclusively available for Xero partners. To provide you with a seamless experience, you’ll need to give BGL access to your clients’ Xero organisations. BGL will use the data to deliver services, for support and reliability purposes and for product improvement.
BGL’s software subscription agreementBGL's privacy policy
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