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.
Try Xero Workpapers free for 60 days.
Simply log in to add it to your account.
Try Xero Workpapers free for 60 days
when you join the partner program.
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.
Provide personalised service through the secure client query portal. Clients can answer queries and upload documents straight to the relevant workpaper.
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.
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.
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.
Post draft or approved adjustment journals from Xero Workpapers directly into a Xero organisation, so the financials remain up to date without duplicate work.
Prices are in US dollars. See our terms of use for details.
You're welcome to for free for 60 days.
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Xero Practice Manager + Xero Workpapers for up to 10 users |
US$149 /mo | US$149 /mo | Free | Free | Free |