CS Professional Suite & Onvio

Training for CS Professional Suite

Class Listings

Workpapers CS

2019 Year-End Update and Productivity Training: Workpapers CS

Level: Basic

This lecture-style workshop will focus on the use of Workpapers CS to gather, manage, and process your 1040 individual tax workpapers. We'll cover several key factors that are crucial to streamlining your process of scanning, processing, and reviewing documents to improve efficiency in your tax workflow. No advanced preparation is required; however, being familiar with Workpapers CS or previous attendance in a Workpapers CS course would be an advantage. A high-speed Internet connection is required. Target Audience: Professional Staff

No advanced preparation is required; however, being familiar with Workpapers CS or previous attendance in a Workpapers CS course would be an advantage.

View Topics...

Course Objectives:

  • Utilize the source document processing (OCR) feature.
  • Organize workpapers efficiently in 1040 tax engagement binders.
  • Review workpapers digitally, including sign-off and annotation.
  • Integrate with UltraTax CS and eliminate redundant data entry.

Back to top