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  1. New Workpapers - Individual tax return

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    2 comments  ·  New Xero Workpapers  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Shaunagh McEvoy commented  · 

    At our business we are trying to standardise and create a seamless process within Xero as Tax is our starting point for servicing our 4000 clients. Having a workpaper that standardise how we complete individual returns is critical for us.

    Shaunagh McEvoy supported this idea  ·