Workflows in Workpapers CS

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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 Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

Workpapers CS includes a number of interactive workflow topics that offer a graphical view of the setup and processing steps involved in various areas of the application. In the workflow, you can click on a task shape to drill down to detailed step-by-step procedures.

All workflows are preceded by the following graphic to indicate interactivity.

Click to view details

Client setup

Chart of Accounts setup workflow

Audit-based engagements

Audit-based engagement workflow, overview

Disconnect and return workpapers

Scanning, printing, and storing client documents, workflow

Tax-based engagements

1040 tax workflow and UltraTax CS integration, overview

Scanning, printing, and storing client documents, workflow

Report Designer

Report Designer workflow

Import from QuickBooks

Importing account balances and the chart of accounts from QuickBooks workflow

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