Xero Workpapers - Working Papers for Accountants & Bookkeepers

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Try Xero Workpapers free for 60 days.
Simply log in to add it to your account.

Not yet a partner?

Try Xero Workpapers free for 60 days
when you join the partner program.

Import data and trial balance

Easily populate workpapers when you’re ready to start a job by importing data and the trial balance direct from your client’s Xero organisation, no matter whether they’re on the business, cashbook or ledger edition.

Handle client queries in the cloud

Provide personalised service through the secure client query portal. Clients can answer queries and upload documents straight to the relevant workpaper.

Store documents for easy retrieval

Store your source documents in the logical place – directly alongside the workpaper. It's easy to drag and drop files so they sit with the relevant data line.

Take control of your compliance workflow with Xero Workpapers

Share and work anywhere

Your team can prepare, review and approve workpapers from any device. It's easy to work remotely, share data, and export workpapers as zip file or PDFs, with or without source files.

Create custom workpapers

In addition to the suite of preformatted workpapers, you can create your own to suit your practice's compliance and financial reporting needs covering any period up to 366 days.

No adjustment double-handling

Post draft or approved adjustment journals from Xero Workpapers directly into a Xero organisation, so the financials remain up to date without duplicate work.