Consolidating client accounting data overview

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

The ability to consolidate clients in Workpapers CS enables you to combine account and balance data from multiple subsidiary client records into one master client record, while retaining data in the original client records. You can use the consolidated client data for reporting purposes and for making cross-company comparisons. You can also run diagnostics to list any subsidiaries that have changed since the consolidation - accounts added or deleted; account balance changes; account grouping and/or tax code assignment change.

Special information

Procedures and examples

The following topics walk you through the process of consolidating and reconsolidating client data, and includes examples of consolidated account numbers and account balances.

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