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Xero - The worlds easiest online accounting system

Setting up Workpapers

Discover how easy it is to get up and running with our online Workpapers

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Description

You will get a detailed run through on how to set up our online workpapers. We will cover all of the setting options available and give you some tips on how to customise these to best suit your practice.

 

The main points covered in this course are:

 

  • Setting up your Practice Management + Tax integration
  • Workpaper Mappings (to your Xero ledger data)
  • Customising your Materiality settings
  • Customising your default Client Queries
  • Customising your default Management Letter & Compilation Agreement
  • Adding and managing Staff

Prerequisites

While there are no pre-requisites, we recommend you watch the ‘Introduction to Workpapers’ video prior to attending this webinar.