Coming soon: Faster, connected compliance with new Xero Workpapers
With Xero Workpapers, powered by BGL, you deliver consistent and accurate compliance work faster in one connected experience across clients, staff, and reporting.
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 and reporting, in one solution, giving you time back and reducing manual entry.
- Client data extracted automatically from Xero
- Powerful mapping to reporting with report codes for less double handling
- Centralised client and staff records across Xero’s practice tools for a single source of truth
- A familiar, intuitive 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
Register your interest in new Xero Workpapers
Complete this form if you’d like to get notified when the new workpapers solution becomes available for your practice.
Find out more about Xero Partner Hub
Discover a smarter way to run your practice with all your Xero practice tools and data together in one place.
Become a Xero partner
Join the Xero community of accountants and bookkeepers, support your clients and boost your practice using tools from the Xero Partner Hub.
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 selected practices in beta from December 2025 and to all partners in 2026. Practices will have the choice to 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 selected practices in beta from December 2025 and to all partners in 2026. Practices will have the choice to continue using the existing workpapers product or move to the new solution.
The new Xero Workpapers solution will be available to all practices in 2026. From December 2025, this will be available in beta to practices that use Xero Practice Manager (XPM) or Xero Partner Hub.
Get notified when it’s availableThe new Xero Workpapers solution will be available to all practices in 2026. From December 2025, this will be available in beta to practices that use Xero Practice Manager (XPM) or Xero Partner Hub.
Get notified when it’s availableWe 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.
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.
New Xero Workpapers will soon be available in beta with selected practices. When it becomes available in 2026 to all practices, Xero partners will see ‘Workpapers’ as a top menu option in Xero Practice Manager (XPM) or Xero Partner Hub.
New Xero Workpapers will soon be available in beta with selected practices. When it becomes available in 2026 to all practices, Xero partners will see ‘Workpapers’ as a top menu option in Xero Practice Manager (XPM) or Xero Partner Hub.
Become a Xero partner
Join the Xero community of accountants and bookkeepers. Collaborate with your peers, support your clients and boost your practice