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Import documents requested by your auditor

You can import documents from your year end file direct to the External firm portal. Login to the External Firm Portal and from the query page click on the MyWorkpapers logo. (For information on the External Firm Portal see - External Firm Portal Guide)

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This will take you to a sign in page where you login to your firm.

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Once signed in, search for the file.

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Click on the appropriate file and select the folders or individual supporting documents that you wish to import. Once the supporting documents have been selected click on the Import button.

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Confirmation of the documents uploading will appear. Click on the Done button.

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The documents have now been shared with the auditor and will appear in the Supporting Documents table within the query page of the External Firm Portal.

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At the bottom of the page, select the Notify Audit firm button:

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