Workpapers

Meet legislative requirements and reduce risk with templates and calculations you can trust. Our workpapers are updated every year by our tax experts, include integrated tax research and checklist points to ensure they are prepared correctly.

A comprehensive set of Tax Workpapers including 30+ Individual & 50+ Non-Individual (including Company, Partnership, Trust, Sole Trader, CGT) that can handle even the most complex work. Standardise processes across your firm and ensure consistent, high quality service delivery for your clients.

Seamlessly import and refresh general ledger balances throughout the workpapers as you go - saving time and reducing risk of human error. Integrates with CCH iFirm, Xero, MYOB & APS.

Gain efficiencies through a range of features such as automated journal creation and quick upload to GL, roll-forward of relevant settings and data from the previous year, ATO BAS prefill, document linking and much more.

Partners and Reviewers can gain an instant overview of workpaper progress, due dates, reviewers and more, and keep jobs moving with built-in email notifications for staff. Improve accuracy and quality with our robust reviewer processes.

Offering the best of both worlds - all the benefits that come with cloud-based workpaper management & storage functionality plus the familiarity and power of Excel-based workpapers so your team can get up and running quickly.