Step 1: Save Client Workpapers to Cloud Storage
Download the Latest Version: Obtain the latest version of the ChangeGPS ITR or Business Group Workpapers.
Create Copies: Create a copy for each of your clients.
Upload to Cloud Storage: Upload these documents to your preferred cloud storage location (e.g., Box, Dropbox, Google Docs).
Create Share Links: Generate and copy the file share link for each specific document.
Step 2: Navigate to Xero Workpapers
Xero Workpapers integrates with Xero to streamline the creation and audit of workpapers. Users can store supporting documents, notes, and verification calculations with each workpaper.
Attach Documents: Attach documents to individual lines in a workpaper using a file chooser, drag-and-drop, or external hyperlink.
File Uploads: Upload up to 10 files at once, each less than 20MB, in formats such as PDF, DOC, DOCX, XLS, XLSX, JPG, PNG, GIF, TIF, CSV, TXT, QIF, or OFX.
Documentation Icon: When documents are attached, the documentation icon changes to blue on both the line in the workpaper and in the workpaper list.
Supporting Documents: All attached documents are listed under Supporting Documents, where you can preview, download, or delete them.
Step 3: Add hyperlinks to Xero Workpaper lines
If using cloud storage for ChangeGPS workpapers, add the copied link to a workpaper line:
Open Workpaper: Find the line you want to add an external link to.
Click Documentation Icon:
Enter Hyperlink: Paste the copied link into the External link field.
Title the Document: Enter a title for the linked document.
Save Link: Click Add link to save it to the workpaper line.
Note: Linked documents are stored outside of Xero, so their content can change or the link may break. To permanently save a document in its current state, upload the document instead of adding a link.
Alternative method: Attach documents directly
If not using cloud storage, attach documents directly to a workpaper line:
Open Workpaper: Click on the line you want to attach documents to.
Click Documentation Icon:
Add Files: Drag and drop files or click Add files to select them manually.
Select Documents: Find and select your documents, then click Open.
Save Changes: Click Save to save your changes and close the window.
Exporting a workpaper pack from Xero
Save or print your Workpaper Pack.