Workpaper CS Release User Bulletin v.2018.4.1- December 21, 2018

ATTENTION: On December 20, 2018, firms using Virtual Office CS and Software as a Service received this update as v.2018.4.0. On December 21, 2018, we made the same update available for all firms as v.2018.4.1. The bulletins for both of these updates are identical.

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New features and new reports that are released in this version might be protected by security privileges. If your firm has enabled firm security, please evaluate all enhancements and update your security groups as needed.


  • We have added the Engagement Binder Portlet to the Firm Dashboard. Details
    The Engagement Binder Portlet enables you to roll forward multiple Tax Return binders at the same time.
  • We have updated the Tax Return binder templates for the 2018 tax year. This includes the predefined tax-related folders that are created in the engagement binder when you create a new tax engagement. Details
    When setting up a new tax engagement in the Setup > Engagement Binders screen, be sure to select Tax Return in the Type field and either UltraTax CS or GoSystem Tax in the Source field.

Trial Balance

  • We have updated the Export Client Data Wizard for tax exports to Lacerte, ProSystem fx, and ProSeries for the 2018 tax year.
  • We have updated the tax codes that are available for selection in the Setup > Chart of Accounts screen and the Actions > Enter Trial Balance screen for integration with the 2018 versions of UltraTax CS and GoSystem Tax RS.
  • We have updated the following PDF documents for the 2018 tax year.
  • We have addressed an issue that, in certain circumstances, prevented the File > Transfer Client Information dialog from transferring accounts with the Chart of Accounts data type. Details
    This issue occurred when certain clients with a segmented chart of accounts were selected as the source client from which to transfer the accounts.


  • We have updated the Tax Code Worksheet accounting report for the 2018 tax year.

    Note: If your firm has modified the predefined version of a report, Workpapers CS will not overwrite your existing report with an updated version. If this is the case, you will need to make the necessary changes to your customized report manually, or you will need to restore the latest predefined version using the Report Designer. To do the latter, select the report from the Reports list pane in the Report Designer and then choose File > Restore Default.

  • We have addressed an issue in the File > Print Reports screen that, in certain circumstances, caused Workpapers CS to default to the incorrect Date field option for reports. Details
    When individual reports were selected within a report profile, or when individual reports with saved report options were selected, the selection in the Date field defaulted to the first option in the drop-down list.

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