Roll forward workflow for SMART Practice Aids engagements that are linked in Accounting CS Workpapers

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

Rolling forward SMART Practice Aids engagements that are linked to from Workpapers CS is a multi-step process that enables you to carry forward engagement documents at the same time in both applications.

Click to view details Click a shape that contains a Link link icon icon to view detailed information.

Related topics

Audit workflow, overview

Roll forward a linked SMART Practice Aids engagement from Accounting CS Workpapers

Integration workflow for audit-based engagements between SMART Practice Aids and Accounting CS Workpapers

Workpapers workflow for audit-based engagements

Workflow for audit collaboration in the field

Workflows in Accounting CS

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