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Using Workpapers in your practice - 3. Completing your work

Self-paced learning
Launch course

1 Advisor credit



Learning objectives

You will learn how to review and approve workpapers, customize and send letters to your clients, and export and archive completed workpapers.

Course outline

    • Review and approve workpapers
    • Export & archive a workpaper pack
    • Send a management letter
    • Export & archive a workpaper pack

Pre-course preparations

Prior to taking this video series, we recommend you take "Xero Essentials" and complete the first two videos in this series.

Topics covered

  • Settings
  • Workpapers

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