Xero Workpapers
Xero Workpapers streamlines compliance workflows for accountants and bookkeepers, offering tools for managing and reviewing financial documents.
Tax ManagementFinancial ReportingAudit Trail ManagementDocument CollaborationBusiness Process Automation
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Features
Automate data extraction from Xero for workpapers
Map client data to reporting and tax with report codes
Customize checklists to ensure compliance steps are followed
Draft adjustments and tax calculations without affecting the ledger
Export workpapers and supporting documents for audits
Bulk update workpaper statuses, preparers, and reviewers
Assign multiple staff to a workpaper pack
Track progress with clear statuses and lock completed packs
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