Workpapers - Enable use for non-Xero clients
For non-Xero clients, it would be very useful to be able to use workpapers and include the actual account balance from the Client's accounts, rather than displaying the Xero account balance as nil. As a practice, we use Xero workpapers, but not every single client uses Xero.
Allison Scholar
shared this idea
-
Michaella Smith
commented
Can we please create workpapers for our individuals we do tax returns for in XPM
-
Corinne Deighton
commented
It would be great if we could have a WP that we could use with individual tax returns. In the WP demo today online they said that WP will only be available for Xero blue files. Would love to have a WP option for ITRs as well who do not have a blue file.
-
Christopher Sykes
commented
It would good if we could create workpapers for non Xero clients and clients that are not attached to our Adviser account, like could be done in the old workpapers. At the moment we can only create workpapers for Xero files attached to our Adviser account.
-
Michaella Smith
commented
Can we make a workpaper for Individuals - not on Xero
This is handy as they are likely connected to a group & we will need to submit the group to a partner for review (Handy to have all in the group in the Xero - Workpapers), in the old we created this for ourselves but cannot see how to currently