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47 votes
Hi everyone, we appreciate your feedback. Our product team are very much across the ideas in this forum with the new Workpapers solution being progressively released.
Right now, we're monitoring feedback and engagement with the new solution closely and have plans to continue enhancing this product.
I'll be sure to share any progress for Individual Tax returns in Workpapers with you here.
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Gianina Castro
supported this idea
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An error occurred while saving the comment Gianina Castro
commented
We are revisiting this again and would love to know if there are any updates on this! We have about 3000 individual clients each year to do. And we feel like currently we are having to double handle the work. Currently doing a workpaper then transferring the information over to Xero where if the WP and Xero were connected like FINs are, this would be so much easier. We are currently exploring other options out there that could streamline this and remove the double handling.
It would also be great to have a notes section in the WPs so the accountants can add notes based on their discussion of each section then an audit section for the final approval incase there are queries or push backs from the internal auditors/partners/managers.
An error occurred while saving the comment Gianina Castro
commented
Yes please! This would be amazing!! Any updates on this?
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516 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
An error occurred while saving the comment Gianina Castro
commented
Yes please! We have clients that are after this. They usually send receipts with an extra pdf after 50% deposit for the next steps, then an after care attachment when fully paid and installed.
Gianina Castro
supported this idea
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We are revisiting our process and this would be something that would save us heaps of time. Would be amazing to have WPs for ITRs like we have for FINs that link up to the CTR/TRT/PTR.
With over 3000 ITRs to complete each year, having WPs for ITRs would save us double handling the file and would give us so much efficiency gains from start to audit.