Follow a tutorial
Complete one task, check the result and know what to do when it fails.
Source reviewed Product documentation
Choose a walkthrough for the task you need. Check which practice you are in before following a step that creates records or sends a request.
If this is your first visit, start with Set up your practice. It connects sign-in, practice selection, security, colleagues and clients to your first product task. You can stop after any step and use its result check before continuing.
| Task | What you need | What you finish with |
|---|---|---|
| First working paper | A client, year, return type and readable documents | A delivered workbook ready for your review |
| Trace a figure | A delivered workbook and its source files | A checked figure with evidence and any correction recorded |
| Import clients | A practice list in CSV or Excel | Reviewed additions or empty-field updates in the directory |
| Connect Outlook | Your own Microsoft mailbox; practice reading enabled | A checked connection and, if chosen, a filed client email |
| Send a letter | Sign access, the correct client and signer | A signing request and a record you can follow |
| Request an identity check | Verify access and the person's contact details | Identity evidence for the firm's assessment |
| Review a BAS quarter | A matching Xero GST Audit Report CSV | Recorded exception decisions and agreed corrections |
Practise with samples
The Workpapers demo and Sift's built-in sample let you inspect example material. BAS Review has its own sample practice. The client import tutorial includes a fictional CSV you can download. Importing it into a real practice still creates real directory records; use a designated test practice when learning that workflow.
Each walkthrough names the expected result and common failure cases. An error, a missing field or a rule that did not run needs attention before you treat the task as complete.
Use the completion checks
Follow Before you begin, the numbered or named steps, then the result check at the end. A screen image helps you find a control; the state after the action tells you whether the task succeeded. The captions identify example screens and actions that were not performed when capturing them.
| Stage | What to confirm |
|---|---|
| Before an action | Right account, practice, client and period; required permission and evidence |
| After saving or creating | A success result and the intended record visible in its list |
| After sending a request | Request creation and email delivery checked separately |
| After processing | Delivered output or returned evidence, rather than a pending draft |
| Before finishing | Your review, remaining exceptions and the retained/exported record |
For a second task, reuse the same shared client record where appropriate. A Sign request or Verify check does not require you to create a Workpapers case; a working paper does need its own client, year and return context.