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  1. Workpapers for Individual Tax Returns

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    18 comments  ·  Practice tools » Classic Workpapers  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Clint Bignold commented  · 

    Workpapers for Individual clients are exactly what is needed to complete the workpaper suite. Even when you do have a Xero ledger client, you will often also have individuals associated with this client that will also require workpapers when preparing their EOY tax work.

    Not being able to prepare individual client tax return workpapers is currently the only thing stopping our practice from using Xero workpapers.
    Thanks