Workpaper CS Release User Bulletin v.2019.4.1 - January 6, 2020

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On January 14, 2020, Microsoft will end support for Windows 7. Because Thomson Reuters cannot support customers using our applications on unsupported operating systems, starting on January 14, 2020, Workpapers CS will no longer be supported on Windows 7. We strongly recommend that you upgrade your workstations to a supported operating system soon. For more information, see End of Support for Windows 7.

Trial Balance

  • We have updated the Export Client Data Wizard for tax exports to Lacerte, ProSystem fx, and ProSeries for the 2019 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 2019 versions of UltraTax CS and GoSystem Tax RS.
  • We have updated the following PDF documents for the 2019 tax year.


  • We have updated the Tax Code Worksheet accounting report for the 2019 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.

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