Workpaper Diagnostic Report

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The Workpaper Diagnostic Report provides information on the status of selected workpapers. You can sort workpapers by workpaper reference, workpaper name, warning type, the staff member it is assigned to, notes, preparer signoff, reviewer signoff, or by three additional signoff parameters. You can also choose to view all workpapers or only selected workpapers.

Choose File > Diagnostic Reports > Workpaper.

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