Workpapers - Different entity types
Need to be able to use workpapers for other entity types such as Trust, Partnerships, Sole Traders. At the moment everything is tailored towards companies, which isn't helpful when the business operates under a different structure. This also makes the export to the tax return useless
Jackson Wensley
shared this idea
Hi team, sorry it's taken a while for us to come back on this idea.
Engaging with our product team about this request, we'd like to share that within new Workpapers we now have entity pack templates for Company, Trust, Partnership, Individual and other.
The template is auto selected when you create a pack based on your clients business structure.
We understand wanting more worksheets for other entity types and for AU we've just released the "Tax provision per P&L" worksheet for Partnerships, Trusts, and Individuals.
It's best that we receive separate ideas for other specific worksheets for our product teams to consider the levels of interest in each as they continue to plan their roadmap.
While there's already integration for Company tax returns, we also appreciate desire for integrations with other entity types and I've linked other ideas where we'd like to understand the interest in each of these separately, too.
- New Workpapers - Link to Individual tax return
- Workpapers - Income Tax Rec for Trusts
- Workpapers - Integrate with Partnership return
Thanks for all your support and sharing on your needs with us here.
