Zato
Tax Watch
See every IRD notification for your clients in one list, sorted by urgency.
Getting Started
Introduction to Zato · Prerequisites & System Requirements · Glossary of Key Terms
User Login & Security
Logging In for the First Time · Resetting a Forgotten Password · Managing Your Profile & Notifications
Role Based Access Control
RBAC Overview & Job Visibility · Director (Level 6) Permissions · Manager / Reviewer (Level 5) Permissions · Accountant (Level 4) Permissions · Outsource Accountant (Level 3) Permissions · Junior Accountant (Level 2) Permissions · Admin (Level 1) Permissions
Firm Settings
Firm Settings Overview · Firm Details & Branding · Permissions & Users Setup · Questionnaire Configuration · Workpaper Variance Thresholds · Materiality Thresholds · Rules Builder · FYI Docs Integration
Smart Coding, Recoding & PDF Splitter
Smart Coding: Automated Transaction Categorisation · Recoding: Bulk Recode a Posted Transaction · PDF Splitter
Clients
Adding Clients: Manual, CSV and Sync with Partner · Xero Sync, Bulk Actions and Sending Questionnaire Invites · Deleting a Client · How to Update Account Names and Codes After Changes in Xero · Companies Office Integration
Jobs
Creating and Managing Jobs · Job Setup: Questionnaire, CoA Mapping and Data Sources · Client-Level CoA Mapping · Running Automation and Viewing Results · Resetting a Job
GL Scrutiny
GL Scrutiny: Reviewing Flagged Transactions
Workpapers
Workpaper Dashboard and Navigation · Custom Workpapers · Workpaper Features: Supporting Docs, Sections, Editing and More · Ziffy AI: In-Platform Accounting Assistant · How to Resolve Out-of-Balance Workpapers Caused by Journals · How to Add Supporting Documents to a Workpaper · How to Add or Edit Line Items in a Workpaper · How to Remove a Line Item from a Workpaper · How to Manually Add Entries to the ICA Workpaper · Workpaper Studio: Firm-Wide Manual Workpapers
Workpaper Reference
Workpaper Data Sources Overview · Workpaper Codes Glossary · Common Features Across Multiple Workpapers · then one article per code: Accounts Receivable (ACR), Bank Reconciliation (BRC), Fixed Assets (FIA), Other Assets (OAS), Prepayments (PPM), Stock on Hand (SOH), Work in Progress (WIP), Other Current Assets (OCA), Investment Shares (IIS), Investment Fixed Interest (OIN), Accounts Payable (ACP), Other Current Liabilities (OCL), HP Liability (HPL), Term Loan (TLN), Related Parties (RLP), Other Income (OIC), Sales Reconciliation (SRC), Investment Income (IIC), Residential Rent (RES), Accident Compensation Levy (ACC), Accountancy (ACT), Expense Analysis (EXP), Home Office (HOM), Wages Reconciliation (WRC), Entertainment (ENT), Non-Deductible Expense (NDE), Current Accounts (CAC), Interest on Overdrawn Current Account (IOA), GST Period Variances (GPV), GST Reconciliation (GRC), Purchase of Business or Property (POP), Sale of Business or Property (SOP), Tax Calculations (TCP), Taxation Due (ITD), Imputation Credit Account (ICA), ICA to Retained Earnings Reconciliation (IRE), Shareholding (SHC)
Manual Journals
Manual Journals: Creating, Posting and Managing · How to Update Zato After Correcting a Transaction in Xero · How to Handle Late-Stage Journal Entries · Dividend Treatment in Zato
Review & Sign-off
Review and Sign-off, Full Workflow Overview · Mark Ready for Review · Ready for Sign-off
Command Centre
Command Centre Overview · Internal Queries & Draft Client Queries · Review Points · Client Queries
Client Portal
Client Portal, Login & Security · Client Portal, Dashboard, Questionnaires & Queries
Income Tax & GST
How to Adjust for Shareholder Salary in the Tax Calculations Workpaper
Dashboard
Dashboard Overview
Ziffy: Your AI Assistant
Ziffy Overview: Your AI Assistant on Every Screen · Z-Ask: Asking Ziffy a Question · Z-Watch: Proactive Setup and Job Tracking · Getting Ziffy to Take Action for You · How Ziffy's AI Is Built: Data Security & Governance
Reports
Generating and Reviewing Reports · What's Inside the Reports Package
Integrations (ZIP)
Zato Integration Platform (ZIP) Overview · Connecting Xero and Xero Practice Manager (XPM) · Connecting Document Storage: Google Drive, SharePoint, OneDrive, Dropbox
ZBox (File Drive)
ZBox Overview and Navigation · Uploading, Linking, and Managing Files in ZBox