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Workpapers in a nutshell - recording

Self-paced learning
Launch course

4 Advisor credits

Free

Learning objectives

Understand how to take control of the compliance workflow in your practice by using Xero Workpapers.

Watch the recording and make sure you click the forward arrow to see the knowledge check question, after the video ends.

You can navigate back to the Xero Education Week homepage to check out other webinars.

Course outline

    In this course, you'll learn how to:
    • Understand key workpaper settings
    • Import client data and edit report codes
    • Set up and send client queries via the client query portal
    • Understand how to use key workpapers

Topics covered

  • Workpapers

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