Tax Sorted Features
| Tax Sorted supports you to deliver Tax workpapers for Business Entities, Trusts, Partnerships and Individuals.
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| Choose from over 70+ customisable workpaper templates or upload your own.
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| Tax Sorted's automation seamlessly integrates with all workpaper templates, including your own.
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| Import client data, including ABN, address, and contact details, as well as group information from Xero Practice Manager into Tax Sorted.
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| Automatically generate relationship charts based on data from XPM so you can manually add relationships and sync updates back to XPM
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| Import ledger data from Xero directly into your Tax Sorted dashboard
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| Tax Sorted structures and presents financial data for ease of use
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| Tax Sorted automatically compares financial data with amount and percentage variances
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| Tax Sorted recognises and extracts data from your source document straight into your workpaper
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| Source documents are securely imported and stored in Cloudoffis.
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| Add journals in Tax Sorted and push them directly to Xero.
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| Re-import updated financial data from Xero with ease. New, updated, and deleted items are flagged when you re-import.
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| View general ledger transaction details for each line item with one click.
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| Search and filter transactions within the general ledger for quick reference.
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| Access the complete general ledger with a single click.
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| Upload, organise, and tag documents directly to relevant workpapers and accounts for streamlined document management.
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| Access workpapers, documents, and queries at the line-item level for easy, efficient review.
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| Coming soon - Review feature to simplify feedback to and from managers
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| Cloudoffis' report package generates a comprehensive final spreadsheet that includes the Profit & Loss statement, Balance Sheet, Trial Balance, General Ledger, and all prepared workpapers for future reference.
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| Store all workpaper and supporting documentation in one place for future reference and audit
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| Monitor job progress by status
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| Organise and track jobs using customisable labels
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| Customise column preferences across client lists, workflows and DMS
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| Filter, sort, and export client reports to Excel with ease
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| Display setting allowing you to switch between light and dark modes and personalising the colour of your screen
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Prices are in AUD and include GST. All subscriptions are for a period of 12 months and will automatically renew at the end of the term. A 60-day notice will be provided for any price changes. Either party may cancel with a 30-day notice. Workpapers will be billed based on actual usage, invoiced at the end of each month.