Assigning workpapers in an engagement

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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

Use these steps to assign staff to workpapers in an engagement.

  1. In the Workpapers Dashboard, highlight a workpaper in the Tree View in the Engagement Binders Tree portlet.
  2. Right-click and choose Properties.
  3. Click the drop-down arrow in the Assigned field, and select the appropriate staff ID.
  4. Click OK. In the Engagement Binders Tree portlet, notice that the Assigned column now contains the Staff ID that you selected for the workpaper.

Related topics

Engagement processing overview

Assigning an engagement

Navigating the Workpapers Dashboard

Workpaper Properties dialog

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