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Workflow | Details | Supported? | |
|---|---|---|---|
| 1 | Publishing a Tax Return | You are in a AE/AO Tax Return, and click on “Share it” | Yes. This is workflow is supported for the Beta release as at the end of 2024 |
| 2 | Publishing from Statutory Reporter | You are in an AE/AO Statutory Report, and click on “Share it” | Yes. This is currently the only workflow is workflow is supported for the Beta release as at the end of 2024 |
| 3 | Publishing a Workpaper to PDF Manager | You are in AE/AO and have published a document to PDF Manager, and then click on “Share it” | Yes. This is workflow is supported for the Beta release as at the end of 2024 |
| 24 | Other workflows from within AE/AO | E.g. you are in Workpapers or PDF Manager etc, TBA and click on “Share it” | TBC Sorry - this is not currently supported |
| 35 | Other workflows - outside of AE/AO | E.g. you are in Excel / Word / Outlook / File Explorer, and use the existing add-in to “Share it” | Sorry - this is not currently supported |
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