Working with PPC's SMART Practice Aids documents

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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.

You have the ability to link a Workpapers CS engagement binder to an engagement in PPC's SMART Practice Aids. The information below assumes that you have already completed the initial engagement linking.

Viewing and opening documents

After you have added SMART Practice Aids to the Workpapers CS engagement binder, you will see the SMART documents with the SMART icon in the Workpapers Dashboard.

To view a document, click on it in the Engagement Binders Tree portlet. If the Workpaper Preview portlet is displayed on the same view, the SMART document preview will display.

To open a document, double-click on it, or right-click and choose Open. The document will open in the PPC's SMART Practice Aids application.

Sending changes back to Workpapers CS

After you have worked with a document in PPC's SMART Practice Aids, it will be flagged automatically. To send the changes back to Workpapers CS, choose Tools > Generate SMART Docs in SMART Practice Aids.

Note: You'll also need to press the Refresh button on the Engagement Binders Tree portlet to see the changes reflected immediately in the Workpaper Preview portlet.

Deleting documents

Right-click on the document and choose Delete.

Deleting a SMART Practice Aid document from the Recycle Bin in the Workpapers engagement binder will cause the document to become unlinked. When you Generate SMART Docs, the deleted document will have a status of "Failed: Workpapers CS is no longer linked to this engagement"

Related topics

Linking engagements to PPC's SMART Practice Aids

Integration workflow for audit-based engagements between SMART Practice Aids and Workpapers CS

Adding a workpaper link in PPC's SMART Practice Aids to a linked engagement in Workpapers CS

Internal notes

Seeing updated SMART docs in the Workpaper Preview portlet doesn't always work. See TFS 645194 for details.

The failed message for deleted documents is not likely to be fixed soon. See TFS 1093947 for details.

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