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Workpapers in a nutshell

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.

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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