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  1. 2 votes

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    Ornan Munn shared this idea  · 
  2. 8 votes

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    Hi Sam, thanks for sharing your thoughts on adding document linking to Income Tax workpapers.

    We’ve taken a look and moved your idea into Gaining support, so it’s now open for others in the community to vote on and weigh in. If you’re able to share a bit more about how you’d use this, it could really help others see the value - and give the product team a clearer picture too.

    We’ll keep you updated as things progress.

    Ornan Munn supported this idea  · 
  3. 3 votes

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    Thanks for sharing your feedback on this idea and explaining how restricting the option to delete comments could improve control and visibility when collaborating in Workpapers.

    We've reviewed this idea and moved it to Gaining Support, which means it's now open for other community members to vote and comment.

    If this would make a difference for your practice, please keep sharing examples of how you'd use it and the impact it would have on your workflow. This helps us better understand the demand and how this could improve the experience.

    We'll continue to monitor the feedback here and share any updates if the status changes.

    Ornan Munn supported this idea  · 
  4. 12 votes

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    Hi team, thanks for your inputs here. This is an idea that our product team are exploring and considering how they improve the collaboration. For now we'll shift into discovery and I'll share when there is more news around this.

    Ornan Munn supported this idea  · 
  5. 171 votes

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    Thanks to everyone who's shared feedback here. Over time, the conversation has broadened from the original request: the ability to create custom-designed workpapers, similar to Classic Workpapers, with tailored calculation rows, sections and mapped account codes.

    This is something we're actively exploring and will share another update soon. We’ll use this idea to track that broader customisation capability.

    Requests for specific worksheets are best tracked separately:

    Tracking these separately helps us understand interest, needs and use cases. Please make sure to add your vote to these if of interest, or start a new idea for a new one.

    Ornan Munn supported this idea  ·