Xero Workpapers

At Winstanley Kerridge, we use a number of different cloud programs to prepare your annual compliance reports. One of these programs is Xero Work papers.

At Winstanley Kerridge, we use a number of different cloud programs to prepare your annual compliance reports.  One of these programs is Xero Work papers. It is another program that allows us to complete your annual reports in an efficient way.  This is a cloud base program that interacts with Xero and allows us to confirm and reconcile balances from your annual xero reports.

An example is, if Xero is showing your cheque account balances as $125.25, we upload a copy of your bank statement verifying the balance is $125.25.

When we are prepare the annual reports, quite often we will not have all the  information necessary to verify balances. Within Xero Work papers is an area that allows us to send a questionnaire to the client requesting further information. The email will look like this.

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To start the questionnaire you simply need to click on the link Start Questionnaire this will take you to the a page that will allow you to enter your responses to our queries. (We recommend using either Firefox or Google chrome as your web browser when completing the questionnaire.) As a security measure you will be asked to enter a password.

You have the ability to save the queries and return to them at a later time and you also have the ability to add files.

Once you have completed the queries hit the “Save and submit” button. This will then generate an automatic email back to us advising us that you have submitted your responses.  All part of a quick and efficient communication system.

Author: Hamish Macdonald