Adding blank Microsoft Excel and Word workpapers

Alerts and notices

For licensed users of Accounting CS Workpapers

  1. In the Engagement Binders Tree portlet, open the Add Workpaper Wizard by right clicking an engagement binder briefcase, folder, or workpaper, and choosing Add Workpaper or by clicking the Add Workpaper Add workpaper icon icon at the top of the Engagement Binders Tree portlet.
  2. In the Workpaper Type screen of the Add Workpaper Wizard, select Blank Excel or Blank Word from the Source drop-down list, and click Next.

    Note: You can mark the Macro enabled checkbox to enable all macros for the workpaper.

  3. For each workpaper, select the appropriate workpaper properties in the Workpapers Properties screen.
  4. Click Finish to insert the workpaper into the engagement binder.

Related topics

Adding a custom Microsoft Excel workpaper

Adding an external workpaper

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Adding a custom Microsoft Excel workpaper

Linking engagements to PPC's SMART Practice Aids

Adding an external workpaper

Adding a scanned workpaper

Adding a workpaper placeholder

Adding workpapers from an existing binder

Workpapers workflow for audit-based engagements

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