Adding a document reference to a workpaper

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

The Create Workpaper wizard enables you to add a document to an engagement, record information about the document, specify a name and reference, and assign the document to a staff member.

  1. Choose File > New > Document to open the Create Workpaper wizard.
  2. Mark the Document Reference option and click the Next button.
  3. Enter information pertaining to the document in the available space that you wish to a reference for, and then, click the Next button.
  4. Enter a name for the new document. This is the name that Engagement CS will use to reference this document.
  5. Enter a Workpaper Reference.
  6. Assign responsibility for this document to a staff member chosen from the drop-down list, or choose Unassigned. Click the Finish button.

The application inserts a document icon document icon in the Tree View window, which allows you to read the information about the document in the Document View window.

Share This