Defining columns in the Create Workpaper wizard

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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.

Follow these steps to define columns in the Create Workpaper wizard:

  1. Choose File > New > Document, select Custom Excel Workpaper, and then click the Next button to open the Create Workpaper wizard.
  2. After choosing a Chart of Accounts subset and marking the checkboxes to select the appropriate accounts, account groups, or codes to display in your workpaper, click the Next button to open the next page of the Create Workpaper wizard.

    Note: Columns A and B are defined as Account Number and Description by default. The remaining columns are customizable columns.

  3. Highlight the column that you want to define in the Column ID list.
  4. Choose a column type from the drop-down list to define the column you selected.
  5. If you choose Grouping Code, Description, or Workpaper Reference, click the Add Column button to define the column.

    -or-

    if you choose Amount, define the amount properties (type of amount, period, and year) in the group box that appears when this option is selected, and then click the Add Column button.

    -or-

    if you choose Relational ( + - * > ), define the relational properties for the selected columns in the group box that appears when this option is selected., and then click the Add Column button.

    • Column. Select a column for the first part of your operation from the drop-down list.
    • Operation. Choose the type of operation you wish to perform.
    • Column. Select a column for the last part of your operation from the drop-down list.
  6. Click the Add Column button to define the column you selected.
  7. When you are finished defining columns, click the Next button to proceed to the final page of the Create Workpaper wizard.

See also: Insert Engagement Document - Custom Workpaper > Column Definition

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