New Workpapers - Create custom design workpapers
The ability to create and edit our own workpaper to add to the pack (like what we could do in the old workpapers)
Chris Reed
shared this idea
Thanks to everyone who's shared feedback here. Over time, the conversation has broadened from the original request: the ability to create custom-designed workpapers, similar to Classic Workpapers, with tailored calculation rows, sections and mapped account codes.
This is something we're actively exploring and will share another update soon. We’ll use this idea to track that broader customisation capability.
Requests for specific worksheets are best tracked separately:
- Inter-entity loan workpapers
- Division 7A loans
- Motor vehicle private use and FBT
- Franking credits - add payment dates
- Investment income
- Profit appropriation/distribution
Tracking these separately helps us understand interest, needs and use cases. Please make sure to add your vote to these if of interest, or start a new idea for a new one.
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Shannon Patterson
commented
Ability to add Custom workpaper to suit clientele. For example, the review process/ documents required will differ based on the entity type (Company vs Trust vs Sole Trader).
Also we need to be able to enter the supporting balance that is being verified against. Just comparing to PY doesn't show it's correct. This creates extra clicks to crosscheck to the source docs during the review and could be overlooked where the xero balance changes
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Owen Smith
commented
A chattel mortgage calculator like in the classic workpapers would be beneficial as well
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April Dayrit
commented
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.
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Christopher Sykes
commented
It would be good to be able to add an excel/word file custom workpaper to Xero Workpapers. Attach a file so that it can be opened from the Xero workpapers
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Michaella Smith
commented
made our own custom workpaper for BAS's that we complete each Qtr. ready to add to year end.
made our own custom workpaper for A workpaper that we attach our firm's Excel workpapers / excel GL that we can put notes on
made our own custom workpaper for Partner Review Notes