---
canonical: "https://www.softatlas.io/xero/products/xero-workpapers"
name: "Xero Workpapers"
provider: "Xero"
category: "Finance / Accounting / Tax Management"
review_count: 0
ai_powered: false
website: "https://www.xero.com/au/xero-workpapers"
updated: "2026-06-22"
---

# Xero Workpapers

By [Xero](/xero.md)

Xero Workpapers streamlines compliance workflows for accountants and bookkeepers, offering tools for managing and reviewing financial documents.

## Features
- Automate data extraction from Xero for workpapers
- Map client data to reporting and tax with report codes
- Customize checklists to ensure compliance steps are followed
- Draft adjustments and tax calculations without affecting the ledger
- Export workpapers and supporting documents for audits
- Bulk update workpaper statuses, preparers, and reviewers
- Assign multiple staff to a workpaper pack
- Track progress with clear statuses and lock completed packs

## Built for
OPERATIONS, EXECUTIVES

Source: https://www.softatlas.io/xero/products/xero-workpapers