Working papers, built into your filing workflow

Name: Tax Optimiser Working Papers
Brand: Tax Optimiser
Price: 10 GBP
Availability: InStock

Attach evidence to your trial balance, raise review points, run your own question checklists and sign off — all without leaving Tax Optimiser. Included free with your £10 filing fee.

No card required. No separate subscription. Only pay £10 when you submit.

See how it works →

Tax Optimiser working paper showing evidence and review points attached to trial balance lines

✅ Included free with every filing

✅ Document evidence attached to every line

✅ Full audit trail kept with the submission

🇬🇧 UK-built and supported

Built for the way accountants work

Whether you work alone or run a practice, your working papers live in the same job as the filing.

🧑‍💼 Sole practitioners

Keep a complete record of every adjustment, every decision and every piece of supporting evidence without paying for separate software.

See how it works →

📊 Practices and bookkeepers

Build reusable question templates once, apply them across every client, and keep your whole team's review trail in one place.

See pricing →

From open file to signed-off paper in three steps

A working paper created automatically alongside an accounts production job, with each trial balance line ready for evidence

Open the file

A working paper is created automatically alongside every accounts production or corporation tax job. Each trial balance line is ready to receive evidence and notes.

Attaching PDFs and spreadsheets as evidence, raising review points and working through question checklists

Attach, review, ask

Drag in PDFs, spreadsheets and images as evidence. Raise review points against any line and track them through to clearance. Work through your firm's question checklists.

A completed working paper signed off, locked, time-stamped and stored alongside the filing

Sign off and lock

When the file is complete, sign it off. The paper is locked, time-stamped, and stored alongside the filing.

Everything you'd expect from working papers software

📎 Evidence on the trial balance

Attach documents, screenshots and notes directly to any trial balance line. Supports PDFs, Word, Excel, CSV and images.

📝 Review points with status

Raise queries against any line, assign them, and track them from open → answered → cleared.

✅ Question checklists

Run your own list of checks against every job. Tick them off as you go.

🔒 Sign-off and lock

Lock the file when complete. Locked files are time-stamped, attributed, and cannot be edited without an explicit, recorded unlock event.

🧩 Build your own templates

Build your own question and checklist templates. Reuse them across clients and across years. Update once, applied everywhere.

Why teams choose Tax Optimiser working papers

💷 Free with your £10 filing

No separate licence, no per-seat fees, no upgrade tier. Working papers are included with every filing at no extra cost.

🔁 In the same workflow as the filing

No exporting trial balances to a separate tool. Your working paper, your accounts, and your tax return are the same job.

🗂 Audit trail attached to the filing

When you submit, the working paper is preserved with the filing.

🧠 Templates that grow with your practice

Capture your firm's process once. Every team member, every client, every year benefits.

Included free with every filing

Working papers are part of every Tax Optimiser filing — included in the £10 pay-as-you-go price and in every credit pack. No separate working papers subscription, no per-user fee, no upgrade tier.

Pay-as-you-go

^£ 10 +VAT ^{per company, per year — covers both your statutory accounts and corporation tax submission}

✅ FRS 105 or FRS 102 1A accounts

✅ Corporation tax (CT600) return

✅ Direct Xero & QuickBooks sync

✅ Automatic iXBRL tagging

✅ Direct submission to Companies House and HMRC

✅ Email support

For accountants and bookkeepers

One credit = one company, one year, both filings.

Pack	Credits	Price	£ per credit
Pay-as-you-go	1	£10	£10
Starter	25	£200	£8
Practice	100	£600	£6
Growth	250	£1,250	£5
Scale	500	£2,000	£4
Enterprise	1,000	£3,000	£3

All prices exclude VAT. Credits do not expire.

Frequently asked questions

Yes. Working papers are part of every Tax Optimiser filing. There's no separate licence, no per-seat fee and no upgrade tier — you only ever pay the £10 filing fee (or your credit pack rate) when you submit.

You can attach PDFs, Word and Excel documents, CSV files and images directly to any trial balance line, alongside your own notes.

Yes. Everyone in your practice can work on the same file — attaching evidence, raising and clearing review points, and working through checklists — with the whole team's review trail kept in one place.

Your working paper — including every attachment and the full review trail — is stored alongside the submission and can be reviewed at any time from the filing record, so you always keep a complete copy.

Yes. The question and checklist templates you build are private to your practice. You can reuse them across clients and across years, and updating a template updates it everywhere it's used.

When you submit, the working paper — evidence, review points and sign-off — is preserved with the filing as part of the audit trail.

Yes. A signed-off file is locked, time-stamped and attributed, but it can be unlocked when you need to make a change. Every unlock is an explicit, recorded event, so the audit trail stays intact.

The working paper keeps a full, time-stamped and attributed record of evidence, review points and sign-off alongside the filing, so you have a complete trail to support practice review.

Working papers, accounts and corporation tax. One workflow, £10.

Read the FAQ →