Overview
Workpapers Sorted from Cloudoffis integrates with Xero, Microsoft Excel, FYI and the 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 the built-in comprehensive library of over 70 workpapers automated from the get-go.
Workpapers Sorted + Xero
Workpapers Sorted, by 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.
Workpapers Sorted integrates with Microsoft Excel, FYI and the ATO to provide your practice with a seamless experience.
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.



