New Workpapers - Individual tax return
Is there any plan to do a workpaper pack for individual tax returns, linking to the tax return?
Chris Reed
shared this idea
Hi Chris, apologies as returning to your idea here and checking in with our product team I can confirm it is not currently possible to create Workpaper packs for individuals unless they have a Xero subscription.
This is something our team intend to look into longer term, and I'll be keep you updated of any progress surrounding this here. Thanks
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Joanne Watson
commented
We currently use the classic workpapers as they have the ability to be set up for any type of client. Are the classic workpapers still going to be available in the future or are we going to have to look at coming up with another way of reviewing & signing off on those without a Xero subscription?
Would prompt us to look at other all encompassing workpaper packages as we don't want to have multiple systems in place.