Embrace Cloud based technology in Workpapers to bring standardisation, efficiency and confidence of compliance in your practice. Tax Sorted integrates with MS Excel, Xero, ATO and documents for easy reconciliation, eliminating error prone and mundane work so you can focus on what's important.
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Tax Sorted Workpapers from Cloudoffis integrates with Xero, Microsoft Excel and ATO brilliantly to give you a seamless experience on the web. Automation through the power of AI integrates all sources of data boosting accuracy and efficiency to the next level.
- Stay on top of entities and their group structures for important decisions while you prepare taxes
- Refresh data from client files - with a click of a button
- Trial balance, balance sheet, P & L, complete & contextual GL - all reports available and searchable while working with workpapers
- Post journals back to client files from within where you are preparing your workpapers
- Integrated MS Excel experience to get rid of multiple versions of workpapers floating around
- Automatic data entries from supporting documents, Xero files and ATO saving time and bringing accuracy
- Flexibility to work with your own workpapers or use built-in comprehensive library of more than 20 workpapers automated from the get-go.
Tax Sorted Workpapers + Xero
Tax Sorted Workpapers from Cloudoffis integrates with Xero providing up to date information of entities and group structures as well as comprehensive reports such as Trial balance, Balance sheet, P & L, complete & contextual GL and also Post Journals back to client files as needed.
This gives all relevant data while working with Workpapers.
Getting started
Getting started is simple:
- Log in with XPM: Use your Xero Practice Manager (XPM) credentials to log in—no need to remember an extra password.
- Xero Practice Manager (XPM): Connect XPM to seamlessly import your client list into Tax Sorted.
- Xero: Link your clients' Xero organisations to unlock all the features Tax Sorted offers.
Reviews & ratings
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Sophie Pank
Posted 4 Dec 2024
Love this app
This has been a game changer for our business
Additional info
Shared data
Xero
Tax Sorted Workpapers
Accountsshared from Xero to Tax Sorted Workpapers
Reportsshared from Xero to Tax Sorted Workpapers
Manual Journalsshared from Xero to Tax Sorted Workpapers and from Tax Sorted Workpapers to Xero
Journalsshared from Xero to Tax Sorted Workpapers
Functions
Accountant toolsPractice managerIndustries
AccountingApp details
By Cloudoffis
Added in 2024Countries
AustraliaLanguages
EnglishSupport
Contact supportSupport@cloudoffis.com.auContact
1300 979 457Follow
LinkedInTry Tax Sorted Workpapers for free
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