Auto-populate workpapers and assign to staff.
Access and validate trial balances from Xero.
Request documents and other details from clients.
See what stage your workpapers are at.
Create workpapers and schedule the work that’s needed.
Review clients’ trial balances and the supporting data that’s been seamlessly imported from their Xero organisation.
Request documents and information from clients and handle queries and answers efficiently.
See who’s assigned to workpapers and their status.
Add custom workpapers to workpaper packs and choose the layout. Include a custom workpaper in new packs for all entities or for specific ones. Mark a workpaper as a favourite and share it with others in your practice.How to create custom workpapers
Use journal entries to exclude GST adjustments from the GST return in Xero. Any manual journals and adjustments created and edited in Xero Workpapers are seamlessly updated to the client's accounts in Xero when you’re ready.Make adjustments and journals that flow into the client’s Xero accounts
Sync Xero Workpapers with Practice Manager at both practice and client level to automatically import your clients and several of their key details. Plus exchange data with Xero HQ and integrate with over 30 third-party apps including proposal, onboarding, and document management apps.See how to sync Xero Workpapers with Xero Practice Manager
Customise a standard management letter, compilation agreement and year-end questionnaire for your practice to use and edit them as needed for specific clients. Add or exclude paragraphs, and use placeholders to be replaced with text when you create the letter or query.See how to set up the compilation agreement and questionnaire
Xero Workpapers uses report codes to map the data you import from Xero to the workpapers in a workpaper pack. When you set up a pack, you can choose to use the account code to report code mappings from your client’s Xero chart of accounts, or let Workpapers predict the report codes based on the account names. Exclude codes if you want to leave specific information out of a workpaper.See how to use Xero report codes
Add notes to workpapers or edit an existing note. And use a basic spreadsheet if you want to add data to substantiate the workpaper. Show or hide the calculation sheet as needed.See how to add notes and do calculations