Adding blank Microsoft Excel and Word 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.

For licensed users of Accounting CS Workpapers

  1. In the Engagement Binders Tree portlet, open the Add Workpaper Wizard by right clicking an engagement binder briefcase, folder, or workpaper, and choosing Add Workpaper or by clicking the Add Workpaper Add workpaper icon icon at the top of the Engagement Binders Tree portlet.
  2. In the Workpaper Type screen of the Add Workpaper Wizard, select Blank Excel or Blank Word from the Source drop-down list, and click Next.

    Note: You can mark the Macro enabled checkbox to enable all macros for the workpaper.

  3. For each workpaper, select the appropriate workpaper properties in the Workpapers Properties screen.
  4. Click Finish to insert the workpaper into the engagement binder.

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