Inserting a custom workpaper into the current Excel workpaper

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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.

The Engagement CS menu in Excel includes a command called Insert Custom Workpaper that enables you to add a new custom Excel Workpaper to the current workpaper.

Note: To have the Engagement CS command menu appear on the toolbar in Excel, you must open the Excel workpaper from inside Engagement CS

Follow these steps to insert a custom workpaper into the current workpaper:

  1. Open the Excel workpaper from within Engagement CS.
  2. Choose Engagement > Insert Custom Workpaper and click Yes to open the Insert Engagement Document - Custom Workpaper > Account Information page of the Create Workpaper wizard.
  3. Proceed through the wizard to select the Chart of Accounts subset and customize the column definitions for the workpaper.
  4. When you have finished setting up your custom workpaper, click Finish to finalize the process and insert the new custom workpaper in the first tab of the original workpaper.

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