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  1. Workpapers for Individual Tax Returns

    22 votes

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    5 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Gianina Castro supported this idea  · 
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    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.

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    Gianina Castro commented  · 

    Yes please! This would be amazing!! Any updates on this?

  2. Files - Automatically include specific file attachments when sending from Xero

    238 votes

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    submitted  ·  72 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    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  ·