Settings and activity
9 results found
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31 votes
Prakash Jariwala
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14 votes
Hi team, we've been listening to your feedback and understand just how important it is to have an efficient workflow when preparing workpapers.
As you may have heard, we've been working on a brand new Workpapers solution. This is a complete overhaul of our Workpapers offering, and we're thrilled to confirm that linking to the prior year's archived workpaper pack is on the roadmap.
The new solution will include direct and seamless navigation between years, providing a link from the current year's workpaper pack to the previous year's archived pack for the same client. This'll save you significant time, making your compliance and review workflows much smoother. We're phasing the rollout, starting with Australia, with a global expansion to follow. I'll keep you updated here as this release widens.
Prakash Jariwala
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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.
Prakash Jariwala
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96 votesPrakash Jariwala
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108 votesPrakash Jariwala
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9 votes
Thanks for your engagement with this idea, team. Your feedback on how this feature would improve your efficiency and workflow has been invaluable. We're excited to share that we're actively working on a new Xero Workpapers with the ability to roll over workpaper packs including notes and documents, providing the breakdown of accounts sought after here. Release has begun to Australian partners and we'll be sure to provide more information here as this rolls out further.
Prakash Jariwala
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46 votesPrakash Jariwala
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4 votesPrakash Jariwala
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10 votes
An error occurred while saving the comment Prakash Jariwala
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In 2025, there must be a simple solution to list the NL in "code" order! This will allow the user to arrange the code in the order in which it will appear on the WP sections, irrespective of the name of the NL. Seems like a no-brainer.