Implementation and training guide (Active Workpapers)

Article Objective: To provide an implementation and training guide for Active Workpapers for firms with between 1 and 10 users. 

Context: By the end of this guide, you will be able to successfully configure various systems and users, and direct users to the appropriate training guides.     


Steps to be completed by the firms Active Owner or Admin user    

System configuration

  1. Owner/Admin user within the firm to log into the Active Platform: Click here
  2. Establish a connection to Xero Practice Manager following the integration article: Click here
    Note: For firms not on Xero Practice Manager that have purchased a practice management system integration (i.e. MYOB or APS), please reach out to your Account Manager to discuss next steps.
  3. Establish a connection to FYI Docs (if applicable) following the integration article: Click here
  4. For AU users ONLY: Establish your tax agent connection to the ATO within Active following the administrator article: Click here
  5. If the Owner/Admin user wishes to customise the Active Platform to ensure a standardised solution is developed for the firm, please refer to the below material:    

Training CentreThis is a free, self-paced learning course to assist Owners/Admin users with understanding how to use the Admin Centre within Active Workpapers to customise the firms Platform.Click here
Support CentreThis site assists Owners/Admin users with providing step-by-step guides in relation to the customisation of the firms Platform. Click here

User configuration

  1. Navigate to the Admin Centre and license users appropriately to Active Workpapers following the administrator article: Click here
  2. For users who have not taken part in your firms trial of Active Workpapers, please ensure that they have installed the Excel add-in. This will allow users to use the product in both the web, and Excel. To install the add-in for Active Workpapers, click here


Refer to the below table for the various training materials available. It is recommended that users view these materials in order as shown in the table.    

Note: The table can be copied and pasted into an email to be sent to users.   

Quick start videoThis video gives users a brief overview of Active Workpapers. Click here
Training Centre
This is a free, self-paced learning course for users to assist with their understanding of how to use Active Workpapers.
Click here
Getting started guideThis guides assist users with navigating Active Workpapers to start a standard compliance job.
Click here
Support CentreThis site assists users with providing step-by-step guides in relation to various topics including: 
  • Getting started
  • User guides
  • Advanced user guides
  • Automation features
  • Binders & templates
  • Administrator guides (for Admin users ONLY)
  • Troubleshooting guides; and
  • Educational webinars

The Support Centre is useful for users who are wanting to learn how to use Active Workpapers, as well as for users looking to obtain information regarding specific queries. 

Click here

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