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New Xero Workpapers

Welcome to the new Xero Workpapers forum! This is the place for partners to share their experience and feedback.
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New Xero Workpapers

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How could Xero improve the new Xero Workpapers solution?

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4 results found

  1. Workpapers - Option to add work papers to other workflows.

    Consider adding workpapers for Inter-Entity Loan, Wages, Div 7A, TPAR, Super Payable, BAS, and GST to provide a more comprehensive set of templates for common compliance and review areas.

    37 votes

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    3 comments  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for the suggestion. We’re rolling out the new Xero Workpapers with BGL to deliver a more integrated compliance workflow, starting with a phased release in Australia. Today you can attach documents and links, set flexible workpaper periods, and use basic calculation sheets in the new experience, and we’re working on entity‑specific variations for tailored templates, a direct Import Xero Reports as PDFs flow for faster evidence capture, and deeper Workpapers ↔ AU Tax integration so data moves more smoothly across your compliance steps. We’ll keep this idea updated as these capabilities land.

  2. Workpapers - Directly attach reports from Xero blue

    It would be great it we could select a report from Xero Blue and attach it to a workpaper - eg. Aged Receivables Summary Report to Accounts Receivable. Currently you have to export the report and link. It would save time if you could directly link the report (preferably as a static PDF or to the spreadsheet section?

    42 votes

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    1 comment  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Hi Everyone, thank you for the time taken to give us the feedback on this feature. Im happy to say this idea is in development and will be added to the new Xero Workpapers experience in early 2026. We will keep everyone updated here as more features are released and you can also see updates and read more about the new experience here ✨🌟💫

  3. Specific GST workpaper

    Is a GST workpaper being developed or would there be one similar to the GST workpaper in exisiting workpapers? We are onboarding staff to old workpapers so having similar or improved workpapers would be useful.

    31 votes

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    2 comments  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your feedback as you get stuck in to trying our our new Workpapers. Our team have been monitoring feedback closely and I'd like to share that we're in the process of developing a GST Workpaper in our new solution. We'll be back to share once it's released. 😊

  4. Workpapers - Make the button to notify preparer / reviewer more prominent

    Mak the button to notify preparer / reviewer more prominent. The notifications are buried in a menu make them more prominent so the reviewer and preparer can notify each other when tasks have been completed

    7 votes

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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for showing your support in this idea. Paying close attention to the feedback in this forum our product team have picked this up and are now working on improving the visibility of this button in the new solution. I'll be back to share as soon as I have more news 😁

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