Adding a PPC Checkpoint Tools workpaper

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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 and Checkpoint Tools for PPC

Seamless integration between Workpapers CS and Checkpoint Tools for PPC enables you to launch and add multiple workpapers to the engagement binder from Checkpoint Tools for PPC.

  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 Checkpoint Tools for PPC from the Source drop-down list, and click Next to launch Checkpoint Tools for PPC.
  3. Double-click the workpaper in the tree view of Checkpoint Tools for PPC to launch the Workpaper Properties screen in the Add Workpaper wizard. Edit the information in the Workpapers grid as needed and click Finish to insert the workpaper into the engagement binder.

Notes:

  • Variables such as [client name] are not updated in PPC Checkpoint Tools workpapers that are added to the Engagement Binder in Accounting CS. You can delete the existing variable text and replace it via the Workpapers CS add-in ribbon in Microsoft Excel or Word.
  • You must be licensed for and have Checkpoint Tools for PPC installed on your local machine even if you are using Accounting CS via a networked environment. This does not apply if Checkpoint Tools for PPC is part of the purchased bundle you are using via Virtual Office CS or Software as a Service (SaaS).
  • To add multiple workpapers into the engagement binder, press the CTRL + Shift keys on your keyboard to select several PPC workpapers, and then click the Open document ppc-open-checkpoint-tools button on the toolbar of the Checkpoint Tools for PPC screen.

Related topics

Linking engagements to PPC's SMART Practice Aids

Workpapers workflow for audit-based engagements

Adding a custom Microsoft Excel workpaper

Adding an external workpaper

Adding blank Microsoft Excel and Word workpapers

Adding a scanned workpaper

Adding a workpaper placeholder

Adding workpapers from an existing binder

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