Improved FYI Document Upload Experience 🙌
We’ve added clear file-type icons within the FYI Document screen, making it easier to identify and select the correct format when uploading documents for your workpapers.
Client Tax History at a Glance 📘
A new “Lodged as per ATO” column is now available in the Job Financial Reports screen.
This displays the past four years of lodged Income Tax Return information, giving preparers immediate visibility of the client’s history in a single view—supporting more accurate workpaper preparation and tax return reviews.
Enhanced Workpapers ✅
We’ve made a series of improvements across our workpapers to ensure more reliable and accurate calculations, along with the addition of new workpaper templates to support a broader range of scenarios. (Accounts Receivable, Accounts Payable, Depreciation Schedule as per Accounts)
Coming in December:
New PDF Workpaper Package Format 🙌
-
We’re introducing a redesigned PDF package for workpapers.
-
The new format focuses on readability and review efficiency, helping preparers and reviewers navigate documentation more easily during the finalisation process.
Excel File Viewer in the Document Section ✅
-
Excel uploads in the document section will soon open directly in an Excel-style view rather than converting to PDF.
-
This improvement ensures better clarity and preserves the original structure of your spreadsheets.
